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MFS LIFETIME 2050 RET OPT 401k Plan overview

Plan NameMFS LIFETIME 2050 RET OPT
Plan identification number 150

MFS LIFETIME 2050 RET OPT Benefits

No plan benefit data available

401k Sponsoring company profile

TRANSAMERICA LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:TRANSAMERICA LIFE INSURANCE COMPANY
Employer identification number (EIN):825217478

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MFS LIFETIME 2050 RET OPT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1502022-01-01
1502021-01-01
1502020-01-01

Financial Data on MFS LIFETIME 2050 RET OPT

Measure Date Value
2022 : MFS LIFETIME 2050 RET OPT 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-194,055
Total unrealized appreciation/depreciation of assets2022-12-31$-194,055
Total transfer of assets to this plan2022-12-31$813,474
Total transfer of assets from this plan2022-12-31$185,367
Total income from all sources (including contributions)2022-12-31$-123,200
Value of total assets at end of year2022-12-31$1,132,019
Value of total assets at beginning of year2022-12-31$627,112
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$28,817
Value of net income/loss2022-12-31$-123,200
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,132,019
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$627,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,132,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$627,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$42,038
Income. Dividends from common stock2022-12-31$28,817
2021 : MFS LIFETIME 2050 RET OPT 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$7,594
Total unrealized appreciation/depreciation of assets2021-12-31$7,594
Total transfer of assets to this plan2021-12-31$405,875
Total transfer of assets from this plan2021-12-31$7,798
Total income from all sources (including contributions)2021-12-31$59,761
Value of total assets at end of year2021-12-31$627,112
Value of total assets at beginning of year2021-12-31$169,274
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$30,007
Value of net income/loss2021-12-31$59,761
Value of net assets at end of year (total assets less liabilities)2021-12-31$627,112
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$169,274
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$627,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$169,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$22,160
Income. Dividends from common stock2021-12-31$30,007
2020 : MFS LIFETIME 2050 RET OPT 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$30,701
Total unrealized appreciation/depreciation of assets2020-12-31$30,701
Total transfer of assets to this plan2020-12-31$158,568
Total transfer of assets from this plan2020-12-31$24,008
Total income from all sources (including contributions)2020-12-31$34,714
Value of total assets at end of year2020-12-31$169,274
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,238
Value of net income/loss2020-12-31$34,714
Value of net assets at end of year (total assets less liabilities)2020-12-31$169,274
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$169,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,775
Income. Dividends from common stock2020-12-31$2,238

Form 5500 Responses for MFS LIFETIME 2050 RET OPT

2022: MFS LIFETIME 2050 RET OPT 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2021: MFS LIFETIME 2050 RET OPT 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2020: MFS LIFETIME 2050 RET OPT 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2020-01-01First time form 5500 has been submittedYes

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