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Plan Name | CLEVERLY, INC. CASH BALANCE PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | CLEVERLY, INC. |
Employer identification number (EIN): | 230477630 |
NAIC Classification: | 423600 |
Additional information about CLEVERLY, INC.
Jurisdiction of Incorporation: | Wyoming Corporations Division |
Incorporation Date: | 2013-07-11 |
Company Identification Number: | 000646888 |
Legal Registered Office Address: |
1621 Central Ave Cheyenne United States of America (USA) 82001 |
More information about CLEVERLY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2017-01-01 | JOHN GRAUCH | 2018-02-01 | ||
001 | 2016-01-01 | JOHN GRAUCH | 2017-05-09 | ||
001 | 2015-01-01 | JOHN GRAUCH | 2016-09-17 | ||
001 | 2014-01-01 | JOHN GRAUCH | 2015-09-11 |
Measure | Date | Value |
---|---|---|
2017: CLEVERLY, INC. CASH BALANCE PLAN 2017 401k membership | ||
Market value of plan assets | 2017-08-31 | 230,870 |
Acturial value of plan assets | 2017-08-31 | 230,870 |
Funding target for retired participants and beneficiaries receiving payment | 2017-08-31 | 0 |
Number of terminated vested participants | 2017-08-31 | 1 |
Fundng target for terminated vested participants | 2017-08-31 | 4,407 |
Active participant vested funding target | 2017-08-31 | 228,927 |
Number of active participants | 2017-08-31 | 1 |
Total funding liabilities for active participants | 2017-08-31 | 228,927 |
Total participant count | 2017-08-31 | 2 |
Total funding target for all participants | 2017-08-31 | 233,334 |
Balance at beginning of prior year after applicable adjustments | 2017-08-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-08-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-08-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-08-31 | 0 |
Amount remaining of carryover balance | 2017-08-31 | 0 |
Amount remaining of prefunding balance | 2017-08-31 | 0 |
Present value of excess contributions | 2017-08-31 | 4,227 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-08-31 | 4,434 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-08-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-08-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-08-31 | 0 |
Balance of carryovers at beginning of current year | 2017-08-31 | 0 |
Balance of prefunding at beginning of current year | 2017-08-31 | 0 |
Total employer contributions | 2017-08-31 | 183 |
Total employee contributions | 2017-08-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-08-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-08-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-08-31 | 179 |
Unpaid minimum required contributions for all prior years | 2017-08-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-08-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-08-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-08-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-08-31 | 2,464 |
Waiver amortization installment | 2017-08-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-08-31 | 168 |
Carryover balance elected to use to offset funding requirement | 2017-08-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-08-31 | 0 |
Additional cash requirement | 2017-08-31 | 168 |
Contributions allocatedtoward minimum required contributions for current year | 2017-08-31 | 179 |
Unpaid minimum required contributions for current year | 2017-08-31 | 0 |
Unpaid minimum required contributions for all years | 2017-08-31 | 0 |
2016: CLEVERLY, INC. CASH BALANCE PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 170,540 |
Acturial value of plan assets | 2016-12-31 | 170,540 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 1 |
Fundng target for terminated vested participants | 2016-12-31 | 3,964 |
Active participant vested funding target | 2016-12-31 | 171,507 |
Number of active participants | 2016-12-31 | 1 |
Total funding liabilities for active participants | 2016-12-31 | 171,507 |
Total participant count | 2016-12-31 | 2 |
Total funding target for all participants | 2016-12-31 | 175,471 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 3,063 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 3,216 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 55,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 51,701 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 46,577 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 4,931 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 47,474 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 47,474 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 51,701 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |