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MFS LIFETIME 2030 RET OPT 401k Plan overview

Plan NameMFS LIFETIME 2030 RET OPT
Plan identification number 146

MFS LIFETIME 2030 RET OPT Benefits

No plan benefit data available

401k Sponsoring company profile

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

Company Name:TRANSAMERICA LIFE INSURANCE COMPANY
Employer identification number (EIN):825217478

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MFS LIFETIME 2030 RET OPT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1462023-01-01
1462022-01-01
1462021-01-01
1462020-01-01

Financial Data on MFS LIFETIME 2030 RET OPT

Measure Date Value
2023 : MFS LIFETIME 2030 RET OPT 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$109,388
Total unrealized appreciation/depreciation of assets2023-12-31$109,388
Total transfer of assets to this plan2023-12-31$1,850,633
Total transfer of assets from this plan2023-12-31$94,057
Total income from all sources (including contributions)2023-12-31$218,848
Value of total assets at end of year2023-12-31$2,797,736
Value of total assets at beginning of year2023-12-31$822,312
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$75,492
Value of net income/loss2023-12-31$218,848
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,797,736
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$822,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,797,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$822,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$33,968
Income. Dividends from common stock2023-12-31$75,492
2022 : MFS LIFETIME 2030 RET OPT 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-136,637
Total unrealized appreciation/depreciation of assets2022-12-31$-136,637
Total transfer of assets to this plan2022-12-31$421,259
Total transfer of assets from this plan2022-12-31$40,560
Total income from all sources (including contributions)2022-12-31$-85,998
Value of total assets at end of year2022-12-31$822,312
Value of total assets at beginning of year2022-12-31$527,611
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$22,547
Value of net income/loss2022-12-31$-85,998
Value of net assets at end of year (total assets less liabilities)2022-12-31$822,312
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$527,611
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$822,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$527,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$28,092
Income. Dividends from common stock2022-12-31$22,547
2021 : MFS LIFETIME 2030 RET OPT 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$959
Total unrealized appreciation/depreciation of assets2021-12-31$959
Total transfer of assets to this plan2021-12-31$459,419
Total transfer of assets from this plan2021-12-31$96,333
Total income from all sources (including contributions)2021-12-31$44,248
Value of total assets at end of year2021-12-31$527,611
Value of total assets at beginning of year2021-12-31$120,277
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$21,488
Value of net income/loss2021-12-31$44,248
Value of net assets at end of year (total assets less liabilities)2021-12-31$527,611
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$120,277
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$527,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$120,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$21,801
Income. Dividends from common stock2021-12-31$21,488
2020 : MFS LIFETIME 2030 RET OPT 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$14,291
Total unrealized appreciation/depreciation of assets2020-12-31$14,291
Total transfer of assets to this plan2020-12-31$131,173
Total transfer of assets from this plan2020-12-31$29,688
Total income from all sources (including contributions)2020-12-31$18,792
Value of total assets at end of year2020-12-31$120,277
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,174
Value of net income/loss2020-12-31$18,792
Value of net assets at end of year (total assets less liabilities)2020-12-31$120,277
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$120,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,327
Income. Dividends from common stock2020-12-31$2,174

Form 5500 Responses for MFS LIFETIME 2030 RET OPT

2023: MFS LIFETIME 2030 RET OPT 2023 form 5500 responses
2023-01-01Type of plan entityDFE (Diect Filing Entity)
2022: MFS LIFETIME 2030 RET OPT 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2021: MFS LIFETIME 2030 RET OPT 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2020: MFS LIFETIME 2030 RET OPT 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2020-01-01First time form 5500 has been submittedYes

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