Plan Name | JPMORGAN SMARTRETIREMENT 2020 RET ACCT |
Plan identification number | 311 |
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
311 | 2022-01-01 | ||||
311 | 2021-01-01 | ||||
311 | 2020-01-01 |
Measure | Date | Value |
---|---|---|
2022 : JPMORGAN SMARTRETIREMENT 2020 RET ACCT 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-87,847 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-87,847 |
Total transfer of assets to this plan | 2022-12-31 | $96,966 |
Total transfer of assets from this plan | 2022-12-31 | $523,501 |
Total income from all sources (including contributions) | 2022-12-31 | $-87,847 |
Value of total assets at end of year | 2022-12-31 | $161,626 |
Value of total assets at beginning of year | 2022-12-31 | $676,008 |
Value of net income/loss | 2022-12-31 | $-87,847 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $161,626 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $676,008 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $161,626 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $676,008 |
2021 : JPMORGAN SMARTRETIREMENT 2020 RET ACCT 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $59,398 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $59,398 |
Total transfer of assets to this plan | 2021-12-31 | $149,784 |
Total transfer of assets from this plan | 2021-12-31 | $722,902 |
Total income from all sources (including contributions) | 2021-12-31 | $59,398 |
Value of total assets at end of year | 2021-12-31 | $676,008 |
Value of total assets at beginning of year | 2021-12-31 | $1,189,728 |
Value of net income/loss | 2021-12-31 | $59,398 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $676,008 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,189,728 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $676,008 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,189,728 |
2020 : JPMORGAN SMARTRETIREMENT 2020 RET ACCT 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $75,254 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $75,254 |
Total transfer of assets to this plan | 2020-12-31 | $1,123,055 |
Total transfer of assets from this plan | 2020-12-31 | $8,581 |
Total income from all sources (including contributions) | 2020-12-31 | $75,254 |
Value of total assets at end of year | 2020-12-31 | $1,189,728 |
Value of net income/loss | 2020-12-31 | $75,254 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,189,728 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,189,728 |
2022: JPMORGAN SMARTRETIREMENT 2020 RET ACCT 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2021: JPMORGAN SMARTRETIREMENT 2020 RET ACCT 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2020: JPMORGAN SMARTRETIREMENT 2020 RET ACCT 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2020-01-01 | First time form 5500 has been submitted | Yes |