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OAK RIDGE SMALL CAP GROWTH RET ACCT 401k Plan overview

Plan NameOAK RIDGE SMALL CAP GROWTH RET ACCT
Plan identification number 007

OAK RIDGE SMALL CAP GROWTH RET ACCT Benefits

No plan benefit data available

401k Sponsoring company profile

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY
Employer identification number (EIN):831098532

Additional information about TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date: 1955-11-17
Company Identification Number: 734763
Legal Registered Office Address: 4333 EDGEWOOD RD NE

CEDAR RAPIDS
United States of America (USA)
52499-0001

More information about TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAK RIDGE SMALL CAP GROWTH RET ACCT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072023-01-01
0072022-01-01
0072021-01-01
0072020-01-01
0072019-01-01
0072018-01-01

Financial Data on OAK RIDGE SMALL CAP GROWTH RET ACCT

Measure Date Value
2023 : OAK RIDGE SMALL CAP GROWTH RET ACCT 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$5,840
Total unrealized appreciation/depreciation of assets2023-12-31$5,840
Total transfer of assets to this plan2023-12-31$4,482
Total transfer of assets from this plan2023-12-31$194
Total income from all sources (including contributions)2023-12-31$5,840
Value of total assets at end of year2023-12-31$30,311
Value of total assets at beginning of year2023-12-31$20,183
Value of net income/loss2023-12-31$5,840
Value of net assets at end of year (total assets less liabilities)2023-12-31$30,311
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$20,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$30,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$20,183
2022 : OAK RIDGE SMALL CAP GROWTH RET ACCT 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-6,997
Total unrealized appreciation/depreciation of assets2022-12-31$-6,997
Total transfer of assets to this plan2022-12-31$2,405
Total transfer of assets from this plan2022-12-31$874
Total income from all sources (including contributions)2022-12-31$-6,997
Value of total assets at end of year2022-12-31$20,183
Value of total assets at beginning of year2022-12-31$25,649
Value of net income/loss2022-12-31$-6,997
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,183
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,649
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,649
2021 : OAK RIDGE SMALL CAP GROWTH RET ACCT 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,212
Total unrealized appreciation/depreciation of assets2021-12-31$2,212
Total transfer of assets to this plan2021-12-31$3,458
Total transfer of assets from this plan2021-12-31$377
Total income from all sources (including contributions)2021-12-31$2,212
Value of total assets at end of year2021-12-31$25,649
Value of total assets at beginning of year2021-12-31$20,356
Value of net income/loss2021-12-31$2,212
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,649
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,356
2020 : OAK RIDGE SMALL CAP GROWTH RET ACCT 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,939
Total unrealized appreciation/depreciation of assets2020-12-31$4,939
Total transfer of assets to this plan2020-12-31$14,915
Total transfer of assets from this plan2020-12-31$102
Total income from all sources (including contributions)2020-12-31$4,939
Value of total assets at end of year2020-12-31$20,356
Value of total assets at beginning of year2020-12-31$604
Value of net income/loss2020-12-31$4,939
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,356
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$604
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$604
2019 : OAK RIDGE SMALL CAP GROWTH RET ACCT 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$102
Total unrealized appreciation/depreciation of assets2019-12-31$102
Total transfer of assets to this plan2019-12-31$92
Total transfer of assets from this plan2019-12-31$5
Total income from all sources (including contributions)2019-12-31$102
Value of total assets at end of year2019-12-31$604
Value of total assets at beginning of year2019-12-31$415
Value of net income/loss2019-12-31$102
Value of net assets at end of year (total assets less liabilities)2019-12-31$604
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$415
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$415
2018 : OAK RIDGE SMALL CAP GROWTH RET ACCT 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-57
Total unrealized appreciation/depreciation of assets2018-12-31$-57
Total transfer of assets to this plan2018-12-31$475
Total transfer of assets from this plan2018-12-31$3
Total income from all sources (including contributions)2018-12-31$-57
Value of total assets at end of year2018-12-31$415
Value of net income/loss2018-12-31$-57
Value of net assets at end of year (total assets less liabilities)2018-12-31$415
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$415

Form 5500 Responses for OAK RIDGE SMALL CAP GROWTH RET ACCT

2023: OAK RIDGE SMALL CAP GROWTH RET ACCT 2023 form 5500 responses
2023-01-01Type of plan entityDFE (Diect Filing Entity)
2022: OAK RIDGE SMALL CAP GROWTH RET ACCT 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2021: OAK RIDGE SMALL CAP GROWTH RET ACCT 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2020: OAK RIDGE SMALL CAP GROWTH RET ACCT 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2019: OAK RIDGE SMALL CAP GROWTH RET ACCT 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2018: OAK RIDGE SMALL CAP GROWTH RET ACCT 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2018-01-01First time form 5500 has been submittedYes

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