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| Plan Name | BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-CLEVER LOTUS LLC |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | CLEVER LOTUS LLC |
| Employer identification number (EIN): | 463166293 |
| NAIC Classification: | 541400 |
Additional information about CLEVER LOTUS LLC
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2013-07-02 |
| Company Identification Number: | 4425495 |
| Legal Registered Office Address: |
133 COMMACK RD Suffolk ISLIP United States of America (USA) 11751 |
More information about CLEVER LOTUS LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | STEVEN STOUT | 2024-08-20 | ||
| 003 | 2022-01-01 | STEVEN STOUT | 2023-07-24 | ||
| 003 | 2021-01-01 | STEVEN STOUT | 2022-07-26 | ||
| 003 | 2020-01-01 | STEVEN STOUT | 2021-07-22 | ||
| 003 | 2019-01-01 | STEVEN STOUT | 2020-07-24 | ||
| 003 | 2018-01-01 | STEVEN STOUT | 2019-07-23 | ||
| 003 | 2017-01-01 | SPENCER BARCLAY | 2018-07-27 | ||
| 003 | 2016-01-01 | SPENCER BARCLAY | 2017-07-28 | ||
| 003 | 2015-01-01 | SPENCER BARCLAY | 2016-07-25 | ||
| 003 | 2014-09-15 | SPENCER BARCLAY | 2015-08-18 |
| Measure | Date | Value |
|---|---|---|
| 2025 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-CLEVER LOTUS LLC 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 5540 |
| Net assets as of the end of the plan year | 2025-07-28 | 604758 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 522434 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 14040 |
| Value of participant loans at end of plan year | 2025-07-28 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 68857 |
| Plan net income in this plan year | 2025-07-28 | 82324 |
| Net assets as of the end of the plan year | 2025-07-28 | 604758 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 522434 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 3900 |
| Employer contributions to plan in this plan year | 2025-07-28 | 4967 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 5540 |
| 2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-CLEVER LOTUS LLC 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 4592 |
| Net assets as of the end of the plan year | 2024-08-20 | 522434 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 426317 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 12090 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 81404 |
| Plan net income in this plan year | 2024-08-20 | 96117 |
| Net assets as of the end of the plan year | 2024-08-20 | 522434 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 426317 |
| Value of contributions failed to transmitted timely | 2024-08-20 | 7950 |
| Employer contributions to plan in this plan year | 2024-08-20 | 7215 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 4592 |
| 2022 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-CLEVER LOTUS LLC 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 4606 |
| Net assets as of the end of the plan year | 2022-07-26 | 443470 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 305344 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 86400 |
| Value of participant loans at end of plan year | 2022-07-26 | 0 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 49506 |
| Plan net income in this plan year | 2022-07-26 | 138126 |
| Net assets as of the end of the plan year | 2022-07-26 | 443470 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 305344 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 6826 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 4606 |
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