TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JPMORGAN SMARTRETIREMENT 2055 RET ACCT
| Measure | Date | Value |
|---|
| 2022 : JPMORGAN SMARTRETIREMENT 2055 RET ACCT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-34,465 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-34,465 |
| Total transfer of assets to this plan | 2022-12-31 | $192,299 |
| Total transfer of assets from this plan | 2022-12-31 | $16,893 |
| Total income from all sources (including contributions) | 2022-12-31 | $-34,465 |
| Value of total assets at end of year | 2022-12-31 | $305,991 |
| Value of total assets at beginning of year | 2022-12-31 | $165,050 |
| Value of net income/loss | 2022-12-31 | $-34,465 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $305,991 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $165,050 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $305,991 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $165,050 |
| 2021 : JPMORGAN SMARTRETIREMENT 2055 RET ACCT 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $312,043 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $312,043 |
| Total transfer of assets to this plan | 2021-12-31 | $443,229 |
| Total transfer of assets from this plan | 2021-12-31 | $2,456,488 |
| Total income from all sources (including contributions) | 2021-12-31 | $312,043 |
| Value of total assets at end of year | 2021-12-31 | $165,050 |
| Value of total assets at beginning of year | 2021-12-31 | $1,866,266 |
| Value of net income/loss | 2021-12-31 | $312,043 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $165,050 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,866,266 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $165,050 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,866,266 |
| 2020 : JPMORGAN SMARTRETIREMENT 2055 RET ACCT 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $316,381 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $316,381 |
| Total transfer of assets to this plan | 2020-12-31 | $1,211,418 |
| Total transfer of assets from this plan | 2020-12-31 | $209,420 |
| Total income from all sources (including contributions) | 2020-12-31 | $316,381 |
| Value of total assets at end of year | 2020-12-31 | $1,866,266 |
| Value of total assets at beginning of year | 2020-12-31 | $547,887 |
| Value of net income/loss | 2020-12-31 | $316,381 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,866,266 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $547,887 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,866,266 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $547,887 |
| 2019 : JPMORGAN SMARTRETIREMENT 2055 RET ACCT 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $86,173 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $86,173 |
| Total transfer of assets to this plan | 2019-12-31 | $195,306 |
| Total transfer of assets from this plan | 2019-12-31 | $18,932 |
| Total income from all sources (including contributions) | 2019-12-31 | $86,173 |
| Value of total assets at end of year | 2019-12-31 | $547,887 |
| Value of total assets at beginning of year | 2019-12-31 | $285,340 |
| Value of net income/loss | 2019-12-31 | $86,173 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $547,887 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $285,340 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $547,887 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $285,340 |
| 2018 : JPMORGAN SMARTRETIREMENT 2055 RET ACCT 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-23,078 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-23,078 |
| Total transfer of assets to this plan | 2018-12-31 | $349,070 |
| Total transfer of assets from this plan | 2018-12-31 | $40,652 |
| Total income from all sources (including contributions) | 2018-12-31 | $-23,078 |
| Value of total assets at end of year | 2018-12-31 | $285,340 |
| Value of net income/loss | 2018-12-31 | $-23,078 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $285,340 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $285,340 |
