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MFS LIFETIME 2060 RET OPT 401k Plan overview

Plan NameMFS LIFETIME 2060 RET OPT
Plan identification number 152

MFS LIFETIME 2060 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 2060 RET OPT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1522023-01-01
1522022-01-01
1522021-01-01
1522020-01-01

Financial Data on MFS LIFETIME 2060 RET OPT

Measure Date Value
2023 : MFS LIFETIME 2060 RET OPT 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$184,811
Total unrealized appreciation/depreciation of assets2023-12-31$184,811
Total transfer of assets to this plan2023-12-31$1,007,906
Total transfer of assets from this plan2023-12-31$130,942
Total income from all sources (including contributions)2023-12-31$252,662
Value of total assets at end of year2023-12-31$2,135,578
Value of total assets at beginning of year2023-12-31$1,005,952
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$34,607
Value of net income/loss2023-12-31$252,662
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,135,578
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,005,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,135,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,005,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$33,244
Income. Dividends from common stock2023-12-31$34,607
2022 : MFS LIFETIME 2060 RET OPT 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-143,326
Total unrealized appreciation/depreciation of assets2022-12-31$-143,326
Total transfer of assets to this plan2022-12-31$664,137
Total transfer of assets from this plan2022-12-31$24,287
Total income from all sources (including contributions)2022-12-31$-92,029
Value of total assets at end of year2022-12-31$1,005,952
Value of total assets at beginning of year2022-12-31$458,131
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$23,516
Value of net income/loss2022-12-31$-92,029
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,005,952
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$458,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,005,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$458,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$27,781
Income. Dividends from common stock2022-12-31$23,516
2021 : MFS LIFETIME 2060 RET OPT 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$21,110
Total unrealized appreciation/depreciation of assets2021-12-31$21,110
Total transfer of assets to this plan2021-12-31$289,529
Total transfer of assets from this plan2021-12-31$76,151
Total income from all sources (including contributions)2021-12-31$48,036
Value of total assets at end of year2021-12-31$458,131
Value of total assets at beginning of year2021-12-31$196,717
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$21,402
Value of net income/loss2021-12-31$48,036
Value of net assets at end of year (total assets less liabilities)2021-12-31$458,131
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$196,717
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$458,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$196,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,524
Income. Dividends from common stock2021-12-31$21,402
2020 : MFS LIFETIME 2060 RET OPT 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$39,145
Total unrealized appreciation/depreciation of assets2020-12-31$39,145
Total transfer of assets to this plan2020-12-31$153,709
Total transfer of assets from this plan2020-12-31$181
Total income from all sources (including contributions)2020-12-31$43,189
Value of total assets at end of year2020-12-31$196,717
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,771
Value of net income/loss2020-12-31$43,189
Value of net assets at end of year (total assets less liabilities)2020-12-31$196,717
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$196,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,273
Income. Dividends from common stock2020-12-31$2,771

Form 5500 Responses for MFS LIFETIME 2060 RET OPT

2023: MFS LIFETIME 2060 RET OPT 2023 form 5500 responses
2023-01-01Type of plan entityDFE (Diect Filing Entity)
2022: MFS LIFETIME 2060 RET OPT 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2021: MFS LIFETIME 2060 RET OPT 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2020: MFS LIFETIME 2060 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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