TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JPMORGAN SMARTRETIREMENT 2030 RET ACCT
| Measure | Date | Value |
|---|
| 2023 : JPMORGAN SMARTRETIREMENT 2030 RET ACCT 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $155,933 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $155,933 |
| Total transfer of assets to this plan | 2023-12-31 | $955,857 |
| Total transfer of assets from this plan | 2023-12-31 | $44,688 |
| Total income from all sources (including contributions) | 2023-12-31 | $155,933 |
| Value of total assets at end of year | 2023-12-31 | $1,752,823 |
| Value of total assets at beginning of year | 2023-12-31 | $685,721 |
| Value of net income/loss | 2023-12-31 | $155,933 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $1,752,823 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $685,721 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $1,752,823 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $685,721 |
| 2022 : JPMORGAN SMARTRETIREMENT 2030 RET ACCT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-64,812 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-64,812 |
| Total transfer of assets to this plan | 2022-12-31 | $305,562 |
| Total transfer of assets from this plan | 2022-12-31 | $27,226 |
| Total income from all sources (including contributions) | 2022-12-31 | $-64,812 |
| Value of total assets at end of year | 2022-12-31 | $685,721 |
| Value of total assets at beginning of year | 2022-12-31 | $472,197 |
| Value of net income/loss | 2022-12-31 | $-64,812 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $685,721 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $472,197 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $685,721 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $472,197 |
| 2021 : JPMORGAN SMARTRETIREMENT 2030 RET ACCT 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $927,213 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $927,213 |
| Total transfer of assets to this plan | 2021-12-31 | $803,804 |
| Total transfer of assets from this plan | 2021-12-31 | $9,403,065 |
| Total income from all sources (including contributions) | 2021-12-31 | $927,213 |
| Value of total assets at end of year | 2021-12-31 | $472,197 |
| Value of total assets at beginning of year | 2021-12-31 | $8,144,245 |
| Value of net income/loss | 2021-12-31 | $927,213 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $472,197 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,144,245 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $472,197 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $8,144,245 |
| 2020 : JPMORGAN SMARTRETIREMENT 2030 RET ACCT 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,464,876 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,464,876 |
| Total transfer of assets to this plan | 2020-12-31 | $6,305,690 |
| Total transfer of assets from this plan | 2020-12-31 | $1,331,814 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,464,876 |
| Value of total assets at end of year | 2020-12-31 | $8,144,245 |
| Value of total assets at beginning of year | 2020-12-31 | $1,705,493 |
| Value of net income/loss | 2020-12-31 | $1,464,876 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,144,245 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,705,493 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,144,245 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,705,493 |
| 2019 : JPMORGAN SMARTRETIREMENT 2030 RET ACCT 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $161,411 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $161,411 |
| Total transfer of assets to this plan | 2019-12-31 | $1,196,170 |
| Total transfer of assets from this plan | 2019-12-31 | $100,965 |
| Total income from all sources (including contributions) | 2019-12-31 | $161,411 |
| Value of total assets at end of year | 2019-12-31 | $1,705,493 |
| Value of total assets at beginning of year | 2019-12-31 | $448,877 |
| Value of net income/loss | 2019-12-31 | $161,411 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,705,493 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $448,877 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,705,493 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $448,877 |
| 2018 : JPMORGAN SMARTRETIREMENT 2030 RET ACCT 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-27,377 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-27,377 |
| Total transfer of assets to this plan | 2018-12-31 | $478,710 |
| Total transfer of assets from this plan | 2018-12-31 | $2,456 |
| Total income from all sources (including contributions) | 2018-12-31 | $-27,377 |
| Value of total assets at end of year | 2018-12-31 | $448,877 |
| Value of net income/loss | 2018-12-31 | $-27,377 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $448,877 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $448,877 |
