TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMERICAN FUNDS 2060 DATE RETIREMENT
| Measure | Date | Value |
|---|
| 2023 : AMERICAN FUNDS 2060 DATE RETIREMENT 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $2,441,117 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $2,441,117 |
| Total transfer of assets to this plan | 2023-12-31 | $7,042,935 |
| Total transfer of assets from this plan | 2023-12-31 | $3,772,433 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,441,117 |
| Value of total assets at end of year | 2023-12-31 | $15,464,505 |
| Value of total assets at beginning of year | 2023-12-31 | $9,752,886 |
| Value of net income/loss | 2023-12-31 | $2,441,117 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $15,464,505 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $9,752,886 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $15,464,505 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $9,752,886 |
| 2022 : AMERICAN FUNDS 2060 DATE RETIREMENT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-1,638,168 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-1,638,168 |
| Total transfer of assets to this plan | 2022-12-31 | $6,964,512 |
| Total transfer of assets from this plan | 2022-12-31 | $2,504,266 |
| Total income from all sources (including contributions) | 2022-12-31 | $-1,638,168 |
| Value of total assets at end of year | 2022-12-31 | $9,752,886 |
| Value of total assets at beginning of year | 2022-12-31 | $6,930,808 |
| Value of net income/loss | 2022-12-31 | $-1,638,168 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,752,886 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,930,808 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $9,752,886 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,930,808 |
| 2021 : AMERICAN FUNDS 2060 DATE RETIREMENT 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $768,674 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $768,674 |
| Total transfer of assets to this plan | 2021-12-31 | $3,952,209 |
| Total transfer of assets from this plan | 2021-12-31 | $1,688,468 |
| Total income from all sources (including contributions) | 2021-12-31 | $768,674 |
| Value of total assets at end of year | 2021-12-31 | $6,930,808 |
| Value of total assets at beginning of year | 2021-12-31 | $3,898,393 |
| Value of net income/loss | 2021-12-31 | $768,674 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,930,808 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,898,393 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,930,808 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,898,393 |
| 2020 : AMERICAN FUNDS 2060 DATE RETIREMENT 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $954,266 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $954,266 |
| Total transfer of assets to this plan | 2020-12-31 | $4,570,312 |
| Total transfer of assets from this plan | 2020-12-31 | $4,937,520 |
| Total income from all sources (including contributions) | 2020-12-31 | $954,266 |
| Value of total assets at end of year | 2020-12-31 | $3,898,393 |
| Value of total assets at beginning of year | 2020-12-31 | $3,311,335 |
| Value of net income/loss | 2020-12-31 | $954,266 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,898,393 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,311,335 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,898,393 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,311,335 |
| 2019 : AMERICAN FUNDS 2060 DATE RETIREMENT 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $350,561 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $350,561 |
| Total transfer of assets to this plan | 2019-12-31 | $3,040,791 |
| Total transfer of assets from this plan | 2019-12-31 | $720,180 |
| Total income from all sources (including contributions) | 2019-12-31 | $350,561 |
| Value of total assets at end of year | 2019-12-31 | $3,311,335 |
| Value of total assets at beginning of year | 2019-12-31 | $640,163 |
| Value of net income/loss | 2019-12-31 | $350,561 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,311,335 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $640,163 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,311,335 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $640,163 |
| 2018 : AMERICAN FUNDS 2060 DATE RETIREMENT 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-44,932 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-44,932 |
| Total transfer of assets to this plan | 2018-12-31 | $732,421 |
| Total transfer of assets from this plan | 2018-12-31 | $47,326 |
| Total income from all sources (including contributions) | 2018-12-31 | $-44,932 |
| Value of total assets at end of year | 2018-12-31 | $640,163 |
| Value of net income/loss | 2018-12-31 | $-44,932 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $640,163 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $640,163 |
