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FIDELITY FREEDOM INDEX 2040 RET OPT 401k Plan overview

Plan NameFIDELITY FREEDOM INDEX 2040 RET OPT
Plan identification number 283

FIDELITY FREEDOM INDEX 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 FIDELITY FREEDOM INDEX 2040 RET OPT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
2832023-01-01
2832022-01-01
2832021-01-01

Financial Data on FIDELITY FREEDOM INDEX 2040 RET OPT

Measure Date Value
2023 : FIDELITY FREEDOM INDEX 2040 RET OPT 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$165,618
Total unrealized appreciation/depreciation of assets2023-12-31$165,618
Total transfer of assets to this plan2023-12-31$1,204,000
Total transfer of assets from this plan2023-12-31$354,805
Total income from all sources (including contributions)2023-12-31$200,786
Value of total assets at end of year2023-12-31$1,849,864
Value of total assets at beginning of year2023-12-31$799,883
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$35,168
Value of net income/loss2023-12-31$200,786
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,849,864
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$799,883
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,849,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$799,883
Income. Dividends from common stock2023-12-31$35,168
2022 : FIDELITY FREEDOM INDEX 2040 RET OPT 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-87,941
Total unrealized appreciation/depreciation of assets2022-12-31$-87,941
Total transfer of assets to this plan2022-12-31$715,004
Total transfer of assets from this plan2022-12-31$324,131
Total income from all sources (including contributions)2022-12-31$-72,157
Value of total assets at end of year2022-12-31$799,883
Value of total assets at beginning of year2022-12-31$481,167
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$15,321
Value of net income/loss2022-12-31$-72,157
Value of net assets at end of year (total assets less liabilities)2022-12-31$799,883
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$481,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$799,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$481,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$463
Income. Dividends from common stock2022-12-31$15,321
2021 : FIDELITY FREEDOM INDEX 2040 RET OPT 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$11,888
Total unrealized appreciation/depreciation of assets2021-12-31$11,888
Total transfer of assets to this plan2021-12-31$463,899
Total transfer of assets from this plan2021-12-31$2,327
Total income from all sources (including contributions)2021-12-31$19,595
Value of total assets at end of year2021-12-31$481,167
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,959
Value of net income/loss2021-12-31$19,595
Value of net assets at end of year (total assets less liabilities)2021-12-31$481,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$481,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$748
Income. Dividends from common stock2021-12-31$6,959

Form 5500 Responses for FIDELITY FREEDOM INDEX 2040 RET OPT

2023: FIDELITY FREEDOM INDEX 2040 RET OPT 2023 form 5500 responses
2023-01-01Type of plan entityDFE (Diect Filing Entity)
2022: FIDELITY FREEDOM INDEX 2040 RET OPT 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2021: FIDELITY FREEDOM INDEX 2040 RET OPT 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2021-01-01First time form 5500 has been submittedYes

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