CLEVER LOTUS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-CLEVER LOTUS LLC
401k plan membership statisitcs for BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-CLEVER LOTUS LLC
| 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 |
