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MFS LIFETIME 2035 RET OPT 401k Plan overview

Plan NameMFS LIFETIME 2035 RET OPT
Plan identification number 147

MFS LIFETIME 2035 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 2035 RET OPT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1472023-01-01
1472022-01-01
1472021-01-01
1472020-01-01

Financial Data on MFS LIFETIME 2035 RET OPT

Measure Date Value
2023 : MFS LIFETIME 2035 RET OPT 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$281,388
Total unrealized appreciation/depreciation of assets2023-12-31$281,388
Total transfer of assets to this plan2023-12-31$1,051,501
Total transfer of assets from this plan2023-12-31$169,649
Total income from all sources (including contributions)2023-12-31$373,270
Value of total assets at end of year2023-12-31$3,165,514
Value of total assets at beginning of year2023-12-31$1,910,392
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$70,835
Value of net income/loss2023-12-31$373,270
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,165,514
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,910,392
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$3,165,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,910,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$21,047
Income. Dividends from common stock2023-12-31$70,835
2022 : MFS LIFETIME 2035 RET OPT 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-316,972
Total unrealized appreciation/depreciation of assets2022-12-31$-316,972
Total transfer of assets to this plan2022-12-31$1,206,202
Total transfer of assets from this plan2022-12-31$127,357
Total income from all sources (including contributions)2022-12-31$-197,516
Value of total assets at end of year2022-12-31$1,910,392
Value of total assets at beginning of year2022-12-31$1,029,063
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$51,485
Value of net income/loss2022-12-31$-197,516
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,910,392
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,029,063
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,910,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,029,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$67,971
Income. Dividends from common stock2022-12-31$51,485
2021 : MFS LIFETIME 2035 RET OPT 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$50,042
Total unrealized appreciation/depreciation of assets2021-12-31$50,042
Total transfer of assets to this plan2021-12-31$386,204
Total transfer of assets from this plan2021-12-31$65,832
Total income from all sources (including contributions)2021-12-31$126,307
Value of total assets at end of year2021-12-31$1,029,063
Value of total assets at beginning of year2021-12-31$582,384
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$47,102
Value of net income/loss2021-12-31$126,307
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,029,063
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$582,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,029,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$582,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$29,163
Income. Dividends from common stock2021-12-31$47,102
2020 : MFS LIFETIME 2035 RET OPT 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$103,595
Total unrealized appreciation/depreciation of assets2020-12-31$103,595
Total transfer of assets to this plan2020-12-31$463,501
Total transfer of assets from this plan2020-12-31$578
Total income from all sources (including contributions)2020-12-31$119,461
Value of total assets at end of year2020-12-31$582,384
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,367
Value of net income/loss2020-12-31$119,461
Value of net assets at end of year (total assets less liabilities)2020-12-31$582,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$582,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,499
Income. Dividends from common stock2020-12-31$9,367

Form 5500 Responses for MFS LIFETIME 2035 RET OPT

2023: MFS LIFETIME 2035 RET OPT 2023 form 5500 responses
2023-01-01Type of plan entityDFE (Diect Filing Entity)
2022: MFS LIFETIME 2035 RET OPT 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2021: MFS LIFETIME 2035 RET OPT 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2020: MFS LIFETIME 2035 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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