?>
Plan Name | LOTUS HR, INC. 401(K) PLAN |
Plan identification number | 333 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LOTUS HR, INC. |
Employer identification number (EIN): | 274313896 |
NAIC Classification: | 561300 |
Additional information about LOTUS HR, INC.
Jurisdiction of Incorporation: | Alabama Secretary of State |
Incorporation Date: | 2010-12-21 |
Company Identification Number: | 266-016 |
Legal Registered Office Address: |
4256 LOMAC STREET MONTGOMERY, United States of America (USA) 36106 |
More information about LOTUS HR, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
333 | 2022-01-01 | BAYLOR WOOD | 2023-10-02 | BAYLOR WOOD | 2023-10-02 |
333 | 2021-01-01 | ||||
333 | 2020-01-01 | ||||
333 | 2020-01-01 | ||||
333 | 2020-01-01 | ||||
333 | 2019-01-01 | ||||
333 | 2018-01-01 | ||||
333 | 2017-01-01 | BAYLOR WOOD | BAYLOR WOOD | 2018-09-25 | |
333 | 2016-01-01 | BAYLOR WOOD | BAYLOR WOOD | 2017-10-05 | |
333 | 2015-01-01 | BAYLOR WOOD | BAYLOR WOOD | 2016-10-10 | |
333 | 2014-01-01 | BAYLOR WOOD | BAYLOR WOOD | 2015-10-01 | |
333 | 2013-01-01 | BAYLOR WOOD | BAYLOR WOOD | 2014-10-06 | |
333 | 2012-01-01 | BAYLOR WOOD | |||
333 | 2011-01-01 | BAYLOR WOOD |
Measure | Date | Value |
---|---|---|
2022: LOTUS HR, INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 367 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 219 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 69 |
Total of all active and inactive participants | 2022-01-01 | 288 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 288 |
Number of participants with account balances | 2022-01-01 | 147 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: LOTUS HR, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 317 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 242 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 82 |
Total of all active and inactive participants | 2021-01-01 | 324 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 324 |
Number of participants with account balances | 2021-01-01 | 173 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 20 |
2020: LOTUS HR, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 320 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 228 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 78 |
Total of all active and inactive participants | 2020-01-01 | 306 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 306 |
Number of participants with account balances | 2020-01-01 | 171 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: LOTUS HR, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 309 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 186 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 92 |
Total of all active and inactive participants | 2019-01-01 | 278 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 278 |
Number of participants with account balances | 2019-01-01 | 164 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: LOTUS HR, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 313 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 211 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 73 |
Total of all active and inactive participants | 2018-01-01 | 284 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 284 |
Number of participants with account balances | 2018-01-01 | 164 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: LOTUS HR, INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 322 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 230 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 69 |
Total of all active and inactive participants | 2017-01-01 | 299 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 299 |
Number of participants with account balances | 2017-01-01 | 173 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: LOTUS HR, INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 319 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 234 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 69 |
Total of all active and inactive participants | 2016-01-01 | 303 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 303 |
Number of participants with account balances | 2016-01-01 | 165 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: LOTUS HR, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 295 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 230 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 64 |
Total of all active and inactive participants | 2015-01-01 | 294 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 294 |
Number of participants with account balances | 2015-01-01 | 161 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: LOTUS HR, INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 330 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 210 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 71 |
Total of all active and inactive participants | 2014-01-01 | 281 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 281 |
Number of participants with account balances | 2014-01-01 | 154 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: LOTUS HR, INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 351 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 198 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 67 |
Total of all active and inactive participants | 2013-01-01 | 265 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 265 |
Number of participants with account balances | 2013-01-01 | 146 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: LOTUS HR, INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 458 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 271 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 54 |
Total of all active and inactive participants | 2012-01-01 | 333 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 333 |
Number of participants with account balances | 2012-01-01 | 172 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: LOTUS HR, INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 447 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 342 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 78 |
Total of all active and inactive participants | 2011-01-01 | 420 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 420 |
Number of participants with account balances | 2011-01-01 | 237 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : LOTUS HR, INC. 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $126 |
Total transfer of assets from this plan | 2022-12-31 | $1,462,741 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-258,433 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $280,103 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $219,326 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $512,042 |
Value of total assets at end of year | 2022-12-31 | $5,027,497 |
Value of total assets at beginning of year | 2022-12-31 | $7,028,648 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $60,777 |
Total interest from all sources | 2022-12-31 | $1,101 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $101,892 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $101,892 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $393,235 |
Participant contributions at end of year | 2022-12-31 | $26,360 |
Participant contributions at beginning of year | 2022-12-31 | $87,210 |
Participant contributions at end of year | 2022-12-31 | $12,089 |
Participant contributions at beginning of year | 2022-12-31 | $42,531 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $426 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $2,567 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-538,536 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,027,497 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,028,648 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $9,929 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,984,639 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,889,510 |
Interest on participant loans | 2022-12-31 | $1,101 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-873,468 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $118,807 |
Employer contributions (assets) at end of year | 2022-12-31 | $3,983 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $6,830 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $219,326 |
Contract administrator fees | 2022-12-31 | $50,848 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WEINSTEIN ZUGMAN, LLC |
Accountancy firm EIN | 2022-12-31 | 200453834 |
2021 : LOTUS HR, INC. 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,463,978 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $535,836 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $465,604 |
Value of total corrective distributions | 2021-12-31 | $528 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $686,402 |
Value of total assets at end of year | 2021-12-31 | $7,028,648 |
Value of total assets at beginning of year | 2021-12-31 | $6,100,506 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $69,704 |
Total interest from all sources | 2021-12-31 | $4,353 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $259,060 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $259,060 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $509,428 |
Participant contributions at end of year | 2021-12-31 | $87,210 |
Participant contributions at beginning of year | 2021-12-31 | $88,385 |
Participant contributions at end of year | 2021-12-31 | $42,531 |
Participant contributions at beginning of year | 2021-12-31 | $6,385 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $40,297 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $2,567 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $540 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $928,142 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,028,648 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,100,506 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $24,912 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,889,510 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,004,315 |
Interest on participant loans | 2021-12-31 | $4,353 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $514,163 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $136,677 |
Employer contributions (assets) at end of year | 2021-12-31 | $6,830 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $881 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $465,604 |
Contract administrator fees | 2021-12-31 | $44,792 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WEINSTEIN ZUGMAN, LLC |
Accountancy firm EIN | 2021-12-31 | 200453834 |
2020 : LOTUS HR, INC. 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,209,080 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $769,851 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $708,534 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $539,923 |
Value of total assets at end of year | 2020-12-31 | $6,100,506 |
Value of total assets at beginning of year | 2020-12-31 | $5,661,277 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $61,317 |
Total interest from all sources | 2020-12-31 | $5,887 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $87,085 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $87,085 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $417,268 |
Participant contributions at end of year | 2020-12-31 | $88,385 |
Participant contributions at beginning of year | 2020-12-31 | $156,824 |
Participant contributions at end of year | 2020-12-31 | $6,385 |
Participant contributions at beginning of year | 2020-12-31 | $33,265 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $540 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $2,339 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $439,229 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,100,506 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,661,277 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $9,424 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,004,315 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,462,187 |
Interest on participant loans | 2020-12-31 | $5,887 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $576,185 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $122,655 |
Employer contributions (assets) at end of year | 2020-12-31 | $881 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $6,662 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $708,534 |
Contract administrator fees | 2020-12-31 | $51,893 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | WEINSTEIN ZUGMAN, LLC |
Accountancy firm EIN | 2020-12-31 | 200453834 |
2019 : LOTUS HR, INC. 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,438,613 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $328,471 |
Total of all expenses incurred | 2019-12-31 | $328,471 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $265,954 |
Value of total corrective distributions | 2019-12-31 | $3,068 |
Value of total corrective distributions | 2019-12-31 | $3,068 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $545,598 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $545,598 |
Value of total assets at end of year | 2019-12-31 | $5,661,277 |
Value of total assets at end of year | 2019-12-31 | $5,661,277 |
Value of total assets at beginning of year | 2019-12-31 | $4,551,135 |
Value of total assets at beginning of year | 2019-12-31 | $4,551,135 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $59,449 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $59,449 |
Total interest from all sources | 2019-12-31 | $8,890 |
Total interest from all sources | 2019-12-31 | $8,890 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $111,775 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $111,775 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $111,775 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $393,898 |
Contributions received from participants | 2019-12-31 | $393,898 |
Participant contributions at end of year | 2019-12-31 | $156,824 |
Participant contributions at end of year | 2019-12-31 | $156,824 |
Participant contributions at beginning of year | 2019-12-31 | $180,866 |
Participant contributions at beginning of year | 2019-12-31 | $180,866 |
Participant contributions at end of year | 2019-12-31 | $33,265 |
Participant contributions at end of year | 2019-12-31 | $33,265 |
Participant contributions at beginning of year | 2019-12-31 | $11,723 |
Participant contributions at beginning of year | 2019-12-31 | $11,723 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $25,635 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $25,635 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $2,339 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $2,339 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,385 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,385 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,110,142 |
Value of net income/loss | 2019-12-31 | $1,110,142 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,661,277 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,661,277 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,551,135 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,551,135 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $8,401 |
Investment advisory and management fees | 2019-12-31 | $8,401 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,462,187 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,462,187 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,351,994 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,351,994 |
Interest on participant loans | 2019-12-31 | $8,890 |
Interest on participant loans | 2019-12-31 | $8,890 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $772,350 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $772,350 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $126,065 |
Contributions received in cash from employer | 2019-12-31 | $126,065 |
Employer contributions (assets) at end of year | 2019-12-31 | $6,662 |
Employer contributions (assets) at end of year | 2019-12-31 | $6,662 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $5,167 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $5,167 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $265,954 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $265,954 |
Contract administrator fees | 2019-12-31 | $51,048 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | WEINSTEIN ZUGMAN, LLC |
Accountancy firm name | 2019-12-31 | WEINSTEIN ZUGMAN, LLC |
Accountancy firm EIN | 2019-12-31 | 200453834 |
Accountancy firm EIN | 2019-12-31 | 200453834 |
2018 : LOTUS HR, INC. 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $280,593 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $380,765 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $312,930 |
Value of total corrective distributions | 2018-12-31 | $9,664 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $463,887 |
Value of total assets at end of year | 2018-12-31 | $4,551,135 |
Value of total assets at beginning of year | 2018-12-31 | $4,651,307 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $58,171 |
Total interest from all sources | 2018-12-31 | $8,892 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $121,904 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $121,904 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $333,792 |
Participant contributions at end of year | 2018-12-31 | $180,866 |
Participant contributions at beginning of year | 2018-12-31 | $215,690 |
Participant contributions at end of year | 2018-12-31 | $11,723 |
Participant contributions at beginning of year | 2018-12-31 | $39,675 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $7,236 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,385 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $2,157 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-100,172 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,551,135 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,651,307 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $7,922 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,351,994 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,379,794 |
Interest on participant loans | 2018-12-31 | $8,892 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-314,090 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $122,859 |
Employer contributions (assets) at end of year | 2018-12-31 | $5,167 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $13,991 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $312,930 |
Contract administrator fees | 2018-12-31 | $50,249 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | WEINSTEIN ZUGMAN, LLC |
Accountancy firm EIN | 2018-12-31 | 200453834 |
2017 : LOTUS HR, INC. 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,088,507 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $188,344 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $133,775 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $551,625 |
Value of total assets at end of year | 2017-12-31 | $4,651,307 |
Value of total assets at beginning of year | 2017-12-31 | $3,751,144 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $54,569 |
Total interest from all sources | 2017-12-31 | $5,012 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $83,940 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $83,940 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $368,912 |
Participant contributions at end of year | 2017-12-31 | $215,690 |
Participant contributions at beginning of year | 2017-12-31 | $78,538 |
Participant contributions at end of year | 2017-12-31 | $39,675 |
Participant contributions at beginning of year | 2017-12-31 | $36,096 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $70,128 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $2,157 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $900 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $900,163 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,651,307 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,751,144 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $7,088 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,379,794 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,608,291 |
Interest on participant loans | 2017-12-31 | $5,012 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $447,930 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $112,585 |
Employer contributions (assets) at end of year | 2017-12-31 | $13,991 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $27,319 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $133,775 |
Contract administrator fees | 2017-12-31 | $47,481 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | WEINSTEIN ZUGMAN, LLC |
Accountancy firm EIN | 2017-12-31 | 200453834 |
2016 : LOTUS HR, INC. 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $36 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $718,595 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $229,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $177,540 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $484,745 |
Value of total assets at end of year | 2016-12-31 | $3,751,144 |
Value of total assets at beginning of year | 2016-12-31 | $3,261,513 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $51,460 |
Total interest from all sources | 2016-12-31 | $2,925 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $58,877 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $58,877 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $326,422 |
Participant contributions at end of year | 2016-12-31 | $78,538 |
Participant contributions at beginning of year | 2016-12-31 | $45,940 |
Participant contributions at end of year | 2016-12-31 | $36,096 |
Participant contributions at beginning of year | 2016-12-31 | $13,901 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $27,779 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $900 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $505 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $489,595 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,751,144 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,261,513 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $6,399 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,608,291 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,195,640 |
Interest on participant loans | 2016-12-31 | $2,925 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $172,048 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $130,544 |
Employer contributions (assets) at end of year | 2016-12-31 | $27,319 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $5,527 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $177,540 |
Contract administrator fees | 2016-12-31 | $45,061 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | GOLDSTEIN,ZUGMAN, WEINSTEIN & POOLE |
Accountancy firm EIN | 2016-12-31 | 200453834 |
2015 : LOTUS HR, INC. 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $870,799 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $524,070 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $368,863 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $331,076 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $538,317 |
Value of total assets at end of year | 2015-12-31 | $3,261,513 |
Value of total assets at beginning of year | 2015-12-31 | $2,235,507 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $37,787 |
Total interest from all sources | 2015-12-31 | $868 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $58,249 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $58,249 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $296,226 |
Participant contributions at end of year | 2015-12-31 | $45,940 |
Participant contributions at beginning of year | 2015-12-31 | $12,425 |
Participant contributions at end of year | 2015-12-31 | $13,901 |
Participant contributions at beginning of year | 2015-12-31 | $17,038 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $140,206 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $505 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $74 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $155,207 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,261,513 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,235,507 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $4,642 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,195,640 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,194,234 |
Interest on participant loans | 2015-12-31 | $868 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-73,364 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $101,885 |
Employer contributions (assets) at end of year | 2015-12-31 | $5,527 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $11,736 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $331,076 |
Contract administrator fees | 2015-12-31 | $33,145 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | GOLDSTEIN,ZUGMAN, WEINSTEIN & POOLE |
Accountancy firm EIN | 2015-12-31 | 200453834 |
2014 : LOTUS HR, INC. 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $461,065 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $172,173 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $135,227 |
Value of total corrective distributions | 2014-12-31 | $2,419 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $319,846 |
Value of total assets at end of year | 2014-12-31 | $2,235,507 |
Value of total assets at beginning of year | 2014-12-31 | $1,946,615 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $34,527 |
Total interest from all sources | 2014-12-31 | $418 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $34,938 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $34,938 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $234,431 |
Participant contributions at end of year | 2014-12-31 | $12,425 |
Participant contributions at beginning of year | 2014-12-31 | $5,275 |
Participant contributions at end of year | 2014-12-31 | $17,038 |
Participant contributions at beginning of year | 2014-12-31 | $5,715 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $74 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $32 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $288,892 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,235,507 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,946,615 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $4,558 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,194,234 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,932,791 |
Interest on participant loans | 2014-12-31 | $418 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $105,863 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $85,415 |
Employer contributions (assets) at end of year | 2014-12-31 | $11,736 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $2,802 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $135,227 |
Contract administrator fees | 2014-12-31 | $29,969 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | GOLDSTEIN,ZUGMAN, WEINSTEIN & POOLE |
Accountancy firm EIN | 2014-12-31 | 200453834 |
2013 : LOTUS HR, INC. 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $603,198 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $349,568 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $304,522 |
Value of total corrective distributions | 2013-12-31 | $5,192 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $277,726 |
Value of total assets at end of year | 2013-12-31 | $1,946,615 |
Value of total assets at beginning of year | 2013-12-31 | $1,692,985 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $39,854 |
Total interest from all sources | 2013-12-31 | $296 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $45,156 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $45,156 |
Administrative expenses professional fees incurred | 2013-12-31 | $7,514 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $195,211 |
Participant contributions at end of year | 2013-12-31 | $5,275 |
Participant contributions at beginning of year | 2013-12-31 | $5,438 |
Participant contributions at end of year | 2013-12-31 | $5,715 |
Participant contributions at beginning of year | 2013-12-31 | $10,749 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $32 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $137 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $253,630 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,946,615 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,692,985 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $20,634 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,932,791 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,671,740 |
Interest on participant loans | 2013-12-31 | $296 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $280,020 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $82,515 |
Employer contributions (assets) at end of year | 2013-12-31 | $2,802 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $4,921 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $304,522 |
Contract administrator fees | 2013-12-31 | $11,706 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | GOLDSTEIN,ZUGMAN, WEINSTEIN & POOLE |
Accountancy firm EIN | 2013-12-31 | 200453834 |
2012 : LOTUS HR, INC. 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $326,795 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $24,467 |
Total income from all sources (including contributions) | 2012-12-31 | $642,965 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $368,459 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $287,657 |
Value of total corrective distributions | 2012-12-31 | $24,677 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $416,672 |
Value of total assets at end of year | 2012-12-31 | $1,692,985 |
Value of total assets at beginning of year | 2012-12-31 | $1,769,741 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $56,125 |
Total interest from all sources | 2012-12-31 | $1,346 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $51,381 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $51,381 |
Administrative expenses professional fees incurred | 2012-12-31 | $21,326 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $288,028 |
Participant contributions at end of year | 2012-12-31 | $5,438 |
Participant contributions at beginning of year | 2012-12-31 | $33,141 |
Participant contributions at end of year | 2012-12-31 | $10,749 |
Participant contributions at beginning of year | 2012-12-31 | $35,555 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $13,639 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $137 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $587 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $24,467 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $274,506 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,692,985 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,745,274 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $34,799 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,671,740 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,683,029 |
Interest on participant loans | 2012-12-31 | $1,346 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $173,566 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $115,005 |
Employer contributions (assets) at end of year | 2012-12-31 | $4,921 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $17,429 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $287,657 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | TAYLORCHANDLER, LLC |
Accountancy firm EIN | 2012-12-31 | 200070701 |
2011 : LOTUS HR, INC. 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $513,621 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $24,467 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $8,680 |
Total income from all sources (including contributions) | 2011-12-31 | $496,984 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $178,267 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $151,720 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of total corrective distributions | 2011-12-31 | $8,680 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $523,829 |
Value of total assets at end of year | 2011-12-31 | $1,769,741 |
Value of total assets at beginning of year | 2011-12-31 | $1,948,858 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $17,867 |
Total interest from all sources | 2011-12-31 | $2,663 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $17,867 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $355,077 |
Participant contributions at end of year | 2011-12-31 | $33,141 |
Participant contributions at beginning of year | 2011-12-31 | $61,714 |
Participant contributions at end of year | 2011-12-31 | $35,555 |
Participant contributions at beginning of year | 2011-12-31 | $17,219 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $24,493 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $587 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $1,050 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $24,467 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $8,680 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $318,717 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,745,274 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,940,178 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,683,029 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,863,234 |
Interest on participant loans | 2011-12-31 | $2,663 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-29,508 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $144,259 |
Employer contributions (assets) at end of year | 2011-12-31 | $17,429 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $5,641 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $151,720 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | TAYLORCHANDLER, LLC |
Accountancy firm EIN | 2011-12-31 | 200070701 |
2022: LOTUS HR, INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Mulitple employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: LOTUS HR, INC. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Mulitple employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: LOTUS HR, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Mulitple employer plan |
2020-01-01 | Submission has been amended | Yes |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: LOTUS HR, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Mulitple employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: LOTUS HR, INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Mulitple employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LOTUS HR, INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Mulitple employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LOTUS HR, INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Mulitple employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: LOTUS HR, INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Mulitple employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: LOTUS HR, INC. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Mulitple employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: LOTUS HR, INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Mulitple employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: LOTUS HR, INC. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Mulitple employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: LOTUS HR, INC. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Mulitple employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |