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KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameKATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN
Plan identification number 001

KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC has sponsored the creation of one or more 401k plans.

Company Name:KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC
Employer identification number (EIN):452236322
NAIC Classification:454390
NAIC Description:Other Direct Selling Establishments

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KATHLEEN TAYLOR2024-01-15 KATHLEEN TAYLOR2024-01-15
0012022-01-01KATHLEEN TAYLOR2023-02-19 KATHLEEN TAYLOR2023-02-19
0012021-01-01KATHLEEN TAYLOR2022-03-04 KATHLEEN TAYLOR2022-03-04
0012020-01-01KATHLEEN TAYLOR2021-07-26 KATHLEEN TAYLOR2021-07-26
0012019-01-01KATHLEEN TAYLOR2020-05-26 KATHLEEN TAYLOR2020-05-26
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01FRED W. TAYLOR FRED W. TAYLOR2013-03-06
0012011-06-15KATHLEEN TAYLOR KATHLEEN TAYLOR2012-10-01

Plan Statistics for KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN

Measure Date Value
2023: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013
Total number of active participants reported on line 7a of the Form 55002023-01-012
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011
Total of all active and inactive participants2023-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-013
Number of participants with account balances2023-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Number of participants with account balances2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Number of participants with account balances2021-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-150
Total number of active participants reported on line 7a of the Form 55002011-06-153
Number of retired or separated participants receiving benefits2011-06-150
Number of other retired or separated participants entitled to future benefits2011-06-150
Total of all active and inactive participants2011-06-153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-150
Total participants2011-06-153
Number of participants with account balances2011-06-153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-150

Financial Data on KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN

Measure Date Value
2023 : KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$120,704
Expenses. Total of all expenses incurred2023-12-31$150,000
Benefits paid (including direct rollovers)2023-12-31$150,000
Total plan assets at end of year2023-12-31$1,832,917
Total plan assets at beginning of year2023-12-31$1,862,213
Value of fidelity bond covering the plan2023-12-31$2,500,000
Total contributions received or receivable from participants2023-12-31$0
Assets. Value of loans (other than to participants)2023-12-31$1,609,396
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$120,704
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-29,296
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,832,917
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,862,213
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$150,881
Expenses. Total of all expenses incurred2022-12-31$200,000
Benefits paid (including direct rollovers)2022-12-31$200,000
Total plan assets at end of year2022-12-31$1,862,213
Total plan assets at beginning of year2022-12-31$1,911,332
Value of fidelity bond covering the plan2022-12-31$2,500,000
Total contributions received or receivable from participants2022-12-31$0
Assets. Value of loans (other than to participants)2022-12-31$1,609,396
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$150,881
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-49,119
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,862,213
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,911,332
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$121,446
Expenses. Total of all expenses incurred2021-12-31$200,069
Benefits paid (including direct rollovers)2021-12-31$200,000
Total plan assets at end of year2021-12-31$1,911,332
Total plan assets at beginning of year2021-12-31$1,989,955
Value of fidelity bond covering the plan2021-12-31$2,500,000
Total contributions received or receivable from participants2021-12-31$0
Assets. Value of loans (other than to participants)2021-12-31$1,609,396
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$121,446
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-78,623
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,911,332
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,989,955
Assets. Value of participant loans2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$69
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$85,835
Expenses. Total of all expenses incurred2020-12-31$300,098
Benefits paid (including direct rollovers)2020-12-31$300,000
Total plan assets at end of year2020-12-31$1,989,955
Total plan assets at beginning of year2020-12-31$2,204,218
Value of fidelity bond covering the plan2020-12-31$2,500,000
Total contributions received or receivable from participants2020-12-31$0
Assets. Value of loans (other than to participants)2020-12-31$1,609,396
Expenses. Other expenses not covered elsewhere2020-12-31$98
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$85,835
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-214,263
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,989,955
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,204,218
Assets. Value of participant loans2020-12-31$21,918
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$136,356
Expenses. Total of all expenses incurred2019-12-31$300,000
Benefits paid (including direct rollovers)2019-12-31$300,000
Total plan assets at end of year2019-12-31$2,204,218
Total plan assets at beginning of year2019-12-31$2,367,862
Value of fidelity bond covering the plan2019-12-31$2,500,000
Total contributions received or receivable from participants2019-12-31$0
Assets. Value of loans (other than to participants)2019-12-31$1,609,396
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$136,356
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-163,644
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,204,218
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,367,862
Assets. Value of participant loans2019-12-31$31,785
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$262,196
Expenses. Total of all expenses incurred2018-12-31$355,000
Benefits paid (including direct rollovers)2018-12-31$355,000
Total plan assets at end of year2018-12-31$2,367,862
Total plan assets at beginning of year2018-12-31$2,460,666
Value of fidelity bond covering the plan2018-12-31$2,500,000
Total contributions received or receivable from participants2018-12-31$0
Assets. Value of loans (other than to participants)2018-12-31$1,865,601
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$262,196
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-92,804
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,367,862
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,460,666
Assets. Value of participant loans2018-12-31$41,033
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$167,312
Expenses. Total of all expenses incurred2017-12-31$380,371
Benefits paid (including direct rollovers)2017-12-31$375,000
Total plan assets at end of year2017-12-31$2,460,666
Total plan assets at beginning of year2017-12-31$2,673,725
Value of fidelity bond covering the plan2017-12-31$2,500,000
Total contributions received or receivable from participants2017-12-31$0
Assets. Value of loans (other than to participants)2017-12-31$2,275,292
Expenses. Other expenses not covered elsewhere2017-12-31$5,363
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$167,312
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-213,059
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,460,666
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,673,725
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$227,513
Expenses. Total of all expenses incurred2016-12-31$300,000
Benefits paid (including direct rollovers)2016-12-31$300,000
Total plan assets at end of year2016-12-31$2,673,725
Total plan assets at beginning of year2016-12-31$2,746,212
Value of fidelity bond covering the plan2016-12-31$3,300,000
Total contributions received or receivable from participants2016-12-31$0
Assets. Value of loans (other than to participants)2016-12-31$2,438,211
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$227,513
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-72,487
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,673,725
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,746,212
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$187,885
Expenses. Total of all expenses incurred2015-12-31$302,054
Benefits paid (including direct rollovers)2015-12-31$300,000
Total plan assets at end of year2015-12-31$2,746,212
Total plan assets at beginning of year2015-12-31$2,860,381
Value of fidelity bond covering the plan2015-12-31$3,300,000
Total contributions received or receivable from participants2015-12-31$0
Assets. Value of loans (other than to participants)2015-12-31$2,677,454
Expenses. Other expenses not covered elsewhere2015-12-31$2,054
Contributions received from other sources (not participants or employers)2015-12-31$3,251
Other income received2015-12-31$184,634
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-114,169
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,746,212
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,860,381
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-56,659
Expenses. Total of all expenses incurred2014-12-31$270,213
Benefits paid (including direct rollovers)2014-12-31$270,177
Total plan assets at end of year2014-12-31$2,860,381
Total plan assets at beginning of year2014-12-31$3,187,253
Value of fidelity bond covering the plan2014-12-31$4,000,000
Total contributions received or receivable from participants2014-12-31$0
Assets. Value of loans (other than to participants)2014-12-31$2,737,773
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-56,659
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-326,872
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,860,381
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,187,253
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$36
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$130,371
Expenses. Total of all expenses incurred2013-12-31$415,020
Benefits paid (including direct rollovers)2013-12-31$415,000
Total plan assets at end of year2013-12-31$3,187,253
Total plan assets at beginning of year2013-12-31$3,471,902
Value of fidelity bond covering the plan2013-12-31$4,000,000
Total contributions received or receivable from participants2013-12-31$0
Assets. Value of loans (other than to participants)2013-12-31$2,978,003
Expenses. Other expenses not covered elsewhere2013-12-31$20
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$130,371
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-284,649
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,187,253
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,471,902
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$142,685
Expenses. Total of all expenses incurred2012-12-31$27
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$3,471,902
Total plan assets at beginning of year2012-12-31$3,329,244
Value of fidelity bond covering the plan2012-12-31$4,000,000
Total contributions received or receivable from participants2012-12-31$0
Assets. Value of loans (other than to participants)2012-12-31$2,440,845
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$140,885
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$142,658
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,471,902
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,329,244
Total contributions received or receivable from employer(s)2012-12-31$1,800
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$27
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$3,329,250
Expenses. Total of all expenses incurred2011-12-31$6
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$3,329,244
Total plan assets at beginning of year2011-12-31$0
Value of fidelity bond covering the plan2011-12-31$4,000,000
Total contributions received or receivable from participants2011-12-31$0
Assets. Value of loans (other than to participants)2011-12-31$2,555,419
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$3,281,008
Other income received2011-12-31$46,442
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$3,329,244
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,329,244
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$1,800
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$6
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN

2023: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KATHLEEN TAYLOR THE LOTUS COLLECTION, LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-15Type of plan entitySingle employer plan
2011-06-15First time form 5500 has been submittedYes
2011-06-15Submission has been amendedNo
2011-06-15This submission is the final filingNo
2011-06-15This return/report is a short plan year return/report (less than 12 months)Yes
2011-06-15Plan is a collectively bargained planNo
2011-06-15Plan funding arrangement – TrustYes
2011-06-15Plan benefit arrangement - TrustYes

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