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 2060 RET ACCT
| Measure | Date | Value |
|---|
| 2022 : JPMORGAN SMARTRETIREMENT 2060 RET ACCT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-44,385 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-44,385 |
| Total transfer of assets to this plan | 2022-12-31 | $266,907 |
| Total transfer of assets from this plan | 2022-12-31 | $117,842 |
| Total income from all sources (including contributions) | 2022-12-31 | $-44,385 |
| Value of total assets at end of year | 2022-12-31 | $359,611 |
| Value of total assets at beginning of year | 2022-12-31 | $254,931 |
| Value of net income/loss | 2022-12-31 | $-44,385 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $359,611 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $254,931 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $359,611 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $254,931 |
| 2021 : JPMORGAN SMARTRETIREMENT 2060 RET ACCT 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $28,528 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $28,528 |
| Total transfer of assets to this plan | 2021-12-31 | $172,299 |
| Total transfer of assets from this plan | 2021-12-31 | $73,985 |
| Total income from all sources (including contributions) | 2021-12-31 | $28,528 |
| Value of total assets at end of year | 2021-12-31 | $254,931 |
| Value of total assets at beginning of year | 2021-12-31 | $128,089 |
| Value of net income/loss | 2021-12-31 | $28,528 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $254,931 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $128,089 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $254,931 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $128,089 |
| 2020 : JPMORGAN SMARTRETIREMENT 2060 RET ACCT 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $36,457 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $36,457 |
| Total transfer of assets to this plan | 2020-12-31 | $286,200 |
| Total transfer of assets from this plan | 2020-12-31 | $267,928 |
| Total income from all sources (including contributions) | 2020-12-31 | $36,457 |
| Value of total assets at end of year | 2020-12-31 | $128,089 |
| Value of total assets at beginning of year | 2020-12-31 | $73,360 |
| Value of net income/loss | 2020-12-31 | $36,457 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $128,089 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $73,360 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $128,089 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $73,360 |
| 2019 : JPMORGAN SMARTRETIREMENT 2060 RET ACCT 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $6,407 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $6,407 |
| Total transfer of assets to this plan | 2019-12-31 | $85,725 |
| Total transfer of assets from this plan | 2019-12-31 | $21,617 |
| Total income from all sources (including contributions) | 2019-12-31 | $6,407 |
| Value of total assets at end of year | 2019-12-31 | $73,360 |
| Value of total assets at beginning of year | 2019-12-31 | $2,845 |
| Value of net income/loss | 2019-12-31 | $6,407 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $73,360 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,845 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $73,360 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,845 |
| 2018 : JPMORGAN SMARTRETIREMENT 2060 RET ACCT 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-69 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-69 |
| Total transfer of assets to this plan | 2018-12-31 | $2,947 |
| Total transfer of assets from this plan | 2018-12-31 | $33 |
| Total income from all sources (including contributions) | 2018-12-31 | $-69 |
| Value of total assets at end of year | 2018-12-31 | $2,845 |
| Value of net income/loss | 2018-12-31 | $-69 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,845 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,845 |
