2023 Form 5500 filing — Kathleen Taylor The Lotus Collection, LLC Profit Sharing Plan
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 20240122135651NAL0006097475001) for Kathleen Taylor The Lotus Collection, LLC Profit Sharing Plan, reported by Kathleen Taylor The Lotus Collection, LLC under EIN 45-2236322 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240122135651NAL0006097475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kathleen Taylor The Lotus Collection, LLC
- EIN
- 45-2236322
- Plan number
- 001
- Location
- Sausalito, CA
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,832,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,832,917
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $120,704
- Benefits paid
- $150,000
- Administrative expenses
- $0
- Total expenses
- $150,000
- Net increase / (decrease)
- -$29,296
- Schedule source
- Schedule I