TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCHWAB INDEXED RETIREMENT 2035 RET ACCT
| Measure | Date | Value |
|---|
| 2022 : SCHWAB INDEXED RETIREMENT 2035 RET ACCT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-420,124 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-420,124 |
| Total transfer of assets to this plan | 2022-12-31 | $445,687 |
| Total transfer of assets from this plan | 2022-12-31 | $394,052 |
| Total income from all sources (including contributions) | 2022-12-31 | $-420,124 |
| Value of total assets at end of year | 2022-12-31 | $2,192,574 |
| Value of total assets at beginning of year | 2022-12-31 | $2,561,063 |
| Value of net income/loss | 2022-12-31 | $-420,124 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,192,574 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,561,063 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,192,574 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,561,063 |
| 2021 : SCHWAB INDEXED RETIREMENT 2035 RET ACCT 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $136,400 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $136,400 |
| Total transfer of assets to this plan | 2021-12-31 | $2,425,102 |
| Total transfer of assets from this plan | 2021-12-31 | $76,267 |
| Total income from all sources (including contributions) | 2021-12-31 | $136,400 |
| Value of total assets at end of year | 2021-12-31 | $2,561,063 |
| Value of total assets at beginning of year | 2021-12-31 | $75,828 |
| Value of net income/loss | 2021-12-31 | $136,400 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,561,063 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $75,828 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,561,063 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $75,828 |
| 2020 : SCHWAB INDEXED RETIREMENT 2035 RET ACCT 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $4,624 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $4,624 |
| Total transfer of assets to this plan | 2020-12-31 | $71,345 |
| Total transfer of assets from this plan | 2020-12-31 | $141 |
| Total income from all sources (including contributions) | 2020-12-31 | $4,624 |
| Value of total assets at end of year | 2020-12-31 | $75,828 |
| Value of net income/loss | 2020-12-31 | $4,624 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $75,828 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $75,828 |
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