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JPMORGAN SMARTRETIREMENT BLEND 2040 RET OPT 401k Plan overview

Plan NameJPMORGAN SMARTRETIREMENT BLEND 2040 RET OPT
Plan identification number 183

JPMORGAN SMARTRETIREMENT BLEND 2040 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 JPMORGAN SMARTRETIREMENT BLEND 2040 RET OPT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1832023-01-01
1832022-01-01

Financial Data on JPMORGAN SMARTRETIREMENT BLEND 2040 RET OPT

Measure Date Value
2023 : JPMORGAN SMARTRETIREMENT BLEND 2040 RET OPT 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$25,456
Total unrealized appreciation/depreciation of assets2023-12-31$25,456
Total transfer of assets to this plan2023-12-31$75,279
Total transfer of assets from this plan2023-12-31$2,133
Total income from all sources (including contributions)2023-12-31$30,856
Value of total assets at end of year2023-12-31$228,404
Value of total assets at beginning of year2023-12-31$124,402
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$5,400
Value of net income/loss2023-12-31$30,856
Value of net assets at end of year (total assets less liabilities)2023-12-31$228,404
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$124,402
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$228,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$124,402
Income. Dividends from common stock2023-12-31$5,400
2022 : JPMORGAN SMARTRETIREMENT BLEND 2040 RET OPT 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,389
Total unrealized appreciation/depreciation of assets2022-12-31$-2,389
Total transfer of assets to this plan2022-12-31$369,487
Total transfer of assets from this plan2022-12-31$245,467
Total income from all sources (including contributions)2022-12-31$382
Value of total assets at end of year2022-12-31$124,402
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,771
Value of net income/loss2022-12-31$382
Value of net assets at end of year (total assets less liabilities)2022-12-31$124,402
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$124,402
Income. Dividends from common stock2022-12-31$2,771

Form 5500 Responses for JPMORGAN SMARTRETIREMENT BLEND 2040 RET OPT

2023: JPMORGAN SMARTRETIREMENT BLEND 2040 RET OPT 2023 form 5500 responses
2023-01-01Type of plan entityDFE (Diect Filing Entity)
2022: JPMORGAN SMARTRETIREMENT BLEND 2040 RET OPT 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2022-01-01First time form 5500 has been submittedYes

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