2023 Form 5500 filing — American Funds Growth Fund Of America Ret Opt

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240822125426NAL0005113521002) for American Funds Growth Fund Of America Ret Opt, reported by Transamerica Life Insurance Company under EIN 39-0989781 and plan number 250. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$153.3MReported net assets$153,299,578
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240822125426NAL0005113521002
Plan sponsor
Transamerica Life Insurance Company
EIN
39-0989781
Plan number
250
Location
Cedar Rapids, IA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$153.3M total assets
Net assets$153.3MLiabilities$1
Money in vs. money out
Total income / additions$46.7M
Total expenses$934.3K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$153,299,579
Total liabilities (EOY)
$1
Net assets (EOY)
$153,299,578
Total income / additions
$46,657,397
Administrative expenses
$934,264
Total expenses
$934,264
Net increase / (decrease)
$45,723,133

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240822125426NAL0005113521002 cover?
It is the 2023 Form 5500 filing for American Funds Growth Fund Of America Ret Opt, reported by Transamerica Life Insurance Company (EIN 39-0989781).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages