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 2050 RET ACCT
| Measure | Date | Value |
|---|
| 2023 : JPMORGAN SMARTRETIREMENT 2050 RET ACCT 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $396,351 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $396,351 |
| Total transfer of assets to this plan | 2023-12-31 | $392,759 |
| Total transfer of assets from this plan | 2023-12-31 | $180,187 |
| Total income from all sources (including contributions) | 2023-12-31 | $396,351 |
| Value of total assets at end of year | 2023-12-31 | $2,446,258 |
| Value of total assets at beginning of year | 2023-12-31 | $1,837,335 |
| Value of net income/loss | 2023-12-31 | $396,351 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $2,446,258 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,837,335 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $2,446,258 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,837,335 |
| 2022 : JPMORGAN SMARTRETIREMENT 2050 RET ACCT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-1,019,056 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-1,019,056 |
| Total transfer of assets to this plan | 2022-12-31 | $589,192 |
| Total transfer of assets from this plan | 2022-12-31 | $3,304,688 |
| Total income from all sources (including contributions) | 2022-12-31 | $-1,019,056 |
| Value of total assets at end of year | 2022-12-31 | $1,837,335 |
| Value of total assets at beginning of year | 2022-12-31 | $5,571,887 |
| Value of net income/loss | 2022-12-31 | $-1,019,056 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,837,335 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,571,887 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,837,335 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,571,887 |
| 2021 : JPMORGAN SMARTRETIREMENT 2050 RET ACCT 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $766,694 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $766,694 |
| Total transfer of assets to this plan | 2021-12-31 | $1,447,522 |
| Total transfer of assets from this plan | 2021-12-31 | $114,697 |
| Total income from all sources (including contributions) | 2021-12-31 | $766,694 |
| Value of total assets at end of year | 2021-12-31 | $5,571,887 |
| Value of total assets at beginning of year | 2021-12-31 | $3,472,368 |
| Value of net income/loss | 2021-12-31 | $766,694 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,571,887 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,472,368 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,571,887 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,472,368 |
| 2020 : JPMORGAN SMARTRETIREMENT 2050 RET ACCT 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $496,526 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $496,526 |
| Total transfer of assets to this plan | 2020-12-31 | $3,120,811 |
| Total transfer of assets from this plan | 2020-12-31 | $144,969 |
| Total income from all sources (including contributions) | 2020-12-31 | $496,526 |
| Value of total assets at end of year | 2020-12-31 | $3,472,368 |
| Value of net income/loss | 2020-12-31 | $496,526 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,472,368 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,472,368 |
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