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MFS LIFETIME 2060 RET ACCT 401k Plan overview

Plan NameMFS LIFETIME 2060 RET ACCT
Plan identification number 151

MFS LIFETIME 2060 RET ACCT Benefits

No plan benefit data available

401k Sponsoring company profile

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY
Employer identification number (EIN):831098532

Additional information about TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date: 1955-11-17
Company Identification Number: 734763
Legal Registered Office Address: 4333 EDGEWOOD RD NE

CEDAR RAPIDS
United States of America (USA)
52499-0001

More information about TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MFS LIFETIME 2060 RET ACCT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1512023-01-01
1512022-01-01
1512021-01-01

Financial Data on MFS LIFETIME 2060 RET ACCT

Measure Date Value
2023 : MFS LIFETIME 2060 RET ACCT 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$74,104
Total unrealized appreciation/depreciation of assets2023-12-31$74,104
Total transfer of assets to this plan2023-12-31$419,166
Total transfer of assets from this plan2023-12-31$82,280
Total income from all sources (including contributions)2023-12-31$74,104
Value of total assets at end of year2023-12-31$656,859
Value of total assets at beginning of year2023-12-31$245,869
Value of net income/loss2023-12-31$74,104
Value of net assets at end of year (total assets less liabilities)2023-12-31$656,859
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$245,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$656,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$245,869
2022 : MFS LIFETIME 2060 RET ACCT 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-7,417
Total unrealized appreciation/depreciation of assets2022-12-31$-7,417
Total transfer of assets to this plan2022-12-31$231,822
Total transfer of assets from this plan2022-12-31$1,347
Total income from all sources (including contributions)2022-12-31$-7,417
Value of total assets at end of year2022-12-31$245,869
Value of total assets at beginning of year2022-12-31$22,811
Value of net income/loss2022-12-31$-7,417
Value of net assets at end of year (total assets less liabilities)2022-12-31$245,869
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$245,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,811
2021 : MFS LIFETIME 2060 RET ACCT 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,680
Total unrealized appreciation/depreciation of assets2021-12-31$1,680
Total transfer of assets to this plan2021-12-31$22,100
Total transfer of assets from this plan2021-12-31$969
Total income from all sources (including contributions)2021-12-31$1,680
Value of total assets at end of year2021-12-31$22,811
Value of net income/loss2021-12-31$1,680
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,811

Form 5500 Responses for MFS LIFETIME 2060 RET ACCT

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