TRANSAMERICA LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JPMORGAN SMARTRETIREMENT 2030 RET OPT
| Measure | Date | Value |
|---|
| 2023 : JPMORGAN SMARTRETIREMENT 2030 RET OPT 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $1,292,148 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $1,292,148 |
| Total transfer of assets to this plan | 2023-12-31 | $4,303,566 |
| Total transfer of assets from this plan | 2023-12-31 | $2,053,502 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,292,148 |
| Value of total assets at end of year | 2023-12-31 | $11,549,149 |
| Value of total assets at beginning of year | 2023-12-31 | $8,006,937 |
| Value of net income/loss | 2023-12-31 | $1,292,148 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $11,549,149 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,006,937 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $11,549,149 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $8,006,937 |
| 2022 : JPMORGAN SMARTRETIREMENT 2030 RET OPT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-682,194 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-682,194 |
| Total transfer of assets to this plan | 2022-12-31 | $4,612,927 |
| Total transfer of assets from this plan | 2022-12-31 | $537,307 |
| Total income from all sources (including contributions) | 2022-12-31 | $-682,194 |
| Value of total assets at end of year | 2022-12-31 | $8,006,937 |
| Value of total assets at beginning of year | 2022-12-31 | $4,613,511 |
| Value of net income/loss | 2022-12-31 | $-682,194 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,006,937 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,613,511 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $8,006,937 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,613,511 |
| 2021 : JPMORGAN SMARTRETIREMENT 2030 RET OPT 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $1,336,592 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $1,336,592 |
| Total transfer of assets to this plan | 2021-12-31 | $3,843,122 |
| Total transfer of assets from this plan | 2021-12-31 | $11,482,049 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,336,592 |
| Value of total assets at end of year | 2021-12-31 | $4,613,511 |
| Value of total assets at beginning of year | 2021-12-31 | $10,915,846 |
| Value of net income/loss | 2021-12-31 | $1,336,592 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,613,511 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,915,846 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $4,613,511 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $10,915,846 |
| 2020 : JPMORGAN SMARTRETIREMENT 2030 RET OPT 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,650,558 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,650,558 |
| Total transfer of assets to this plan | 2020-12-31 | $6,653,296 |
| Total transfer of assets from this plan | 2020-12-31 | $1,721,916 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,746,056 |
| Value of total assets at end of year | 2020-12-31 | $10,915,846 |
| Value of total assets at beginning of year | 2020-12-31 | $4,238,410 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $95,498 |
| Value of net income/loss | 2020-12-31 | $1,746,056 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $10,915,846 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,238,410 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $10,915,846 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,238,410 |
| Income. Dividends from common stock | 2020-12-31 | $95,498 |
| 2019 : JPMORGAN SMARTRETIREMENT 2030 RET OPT 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $-165,968 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $-165,968 |
| Total transfer of assets to this plan | 2019-12-31 | $2,829,168 |
| Total transfer of assets from this plan | 2019-12-31 | $421,574 |
| Total income from all sources (including contributions) | 2019-12-31 | $463,437 |
| Value of total assets at end of year | 2019-12-31 | $4,238,410 |
| Value of total assets at beginning of year | 2019-12-31 | $1,367,379 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $89,928 |
| Value of net income/loss | 2019-12-31 | $463,437 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,238,410 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,367,379 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,238,410 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,367,379 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $539,477 |
| Income. Dividends from common stock | 2019-12-31 | $89,928 |
| 2018 : JPMORGAN SMARTRETIREMENT 2030 RET OPT 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-137,183 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-137,183 |
| Total transfer of assets to this plan | 2018-12-31 | $1,445,394 |
| Total transfer of assets from this plan | 2018-12-31 | $6,404 |
| Total income from all sources (including contributions) | 2018-12-31 | $-71,611 |
| Value of total assets at end of year | 2018-12-31 | $1,367,379 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $30,632 |
| Value of net income/loss | 2018-12-31 | $-71,611 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,367,379 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,367,379 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $34,940 |
| Income. Dividends from common stock | 2018-12-31 | $30,632 |
