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CLEVER LOTUS LLC

Company Details

Name: CLEVER LOTUS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 02 Jul 2013 (11 years ago)
Entity Number: 4425495
ZIP code: 11751
County: Suffolk
Place of Formation: New York
Address: 133 COMMACK RD, ISLIP, NY, United States, 11751

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RETIREMENT INCOME SECURITY PLAN-CLEVER LOTUS LLC 2023 463166293 2024-08-02 CLEVER LOTUS LLC 5
Three-digit plan number (PN) 003
Effective date of plan 2014-09-15
Business code 541400
Sponsor’s telephone number 5162973488
Plan sponsor’s address 121 CEDAR AVENUE, ISLIP, NY, 11751

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2024-08-02
Name of individual signing STEVEN STOUT
RETIREMENT INCOME SECURITY PLAN-CLEVER LOTUS LLC 2023 463166293 2024-08-20 CLEVER LOTUS LLC 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-09-15
Business code 541400
Sponsor’s telephone number 5162973488
Plan sponsor’s address 121 CEDAR AVENUE, ISLIP, NY, 11751

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2024-08-20
Name of individual signing STEVEN STOUT
RETIREMENT INCOME SECURITY PLAN-CLEVER LOTUS LLC 2022 463166293 2023-07-24 CLEVER LOTUS LLC 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-09-15
Business code 541400
Sponsor’s telephone number 5162973488
Plan sponsor’s address 121 CEDAR AVENUE, ISLIP, NY, 11751

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2023-07-24
Name of individual signing STEVEN STOUT
RETIREMENT INCOME SECURITY PLAN-CLEVER LOTUS LLC 2021 463166293 2022-07-26 CLEVER LOTUS LLC 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-09-15
Business code 541400
Sponsor’s telephone number 5162973488
Plan sponsor’s address 121 CEDAR AVENUE, ISLIP, NY, 11751

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2022-07-26
Name of individual signing STEVEN STOUT
RETIREMENT INCOME SECURITY PLAN-CLEVER LOTUS LLC 2020 463166293 2021-07-22 CLEVER LOTUS LLC 4
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-09-15
Business code 541400
Sponsor’s telephone number 5162973488
Plan sponsor’s address 121 CEDAR AVENUE, ISLIP, NY, 11751

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2021-07-22
Name of individual signing STEVEN STOUT
RETIREMENT INCOME SECURITY PLAN-CLEVER LOTUS LLC 2019 463166293 2020-07-24 CLEVER LOTUS LLC 4
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-09-15
Business code 541400
Sponsor’s telephone number 5162973488
Plan sponsor’s address 121 CEDAR AVENUE, ISLIP, NY, 11751

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2020-07-24
Name of individual signing STEVEN STOUT
RETIREMENT INCOME SECURITY PLAN-CLEVER LOTUS LLC 2018 463166293 2019-07-23 CLEVER LOTUS LLC 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-09-15
Business code 541400
Sponsor’s telephone number 5162973488
Plan sponsor’s address 121 CEDAR AVENUE, ISLIP, NY, 11751

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2019-07-23
Name of individual signing STEVEN STOUT
RETIREMENT INCOME SECURITY PLAN-CLEVER LOTUS LLC 2017 463166293 2018-07-27 CLEVER LOTUS LLC 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-09-15
Business code 541400
Sponsor’s telephone number 5162973488
Plan sponsor’s address 121 CEDAR AVENUE, ISLIP, NY, 11751

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2018-07-27
Name of individual signing SPENCER BARCLAY
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-CLEVER LOTUS LLC 2016 463166293 2017-07-28 CLEVER LOTUS LLC 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-09-15
Business code 541400
Sponsor’s telephone number 5162973488
Plan sponsor’s address 121 CEDAR AVENUE, ISLIP, NY, 11751

Plan administrator’s name and address

Administrator’s EIN 205354793
Plan administrator’s name BENEFITGUARD, LLC
Plan administrator’s address 877 EAST 1200 SOUTH, #1272, OREM, UT, 84097
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2017-07-28
Name of individual signing SPENCER BARCLAY
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-CLEVER LOTUS LLC 2015 463166293 2016-07-25 CLEVER LOTUS LLC 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-09-15
Business code 541400
Sponsor’s telephone number 5162973488
Plan sponsor’s address 121 CEDAR AVENUE, ISLIP, NY, 11751

Plan administrator’s name and address

Administrator’s EIN 205354793
Plan administrator’s name BENEFITGUARD, LLC
Plan administrator’s address 877 EAST 1200 SOUTH #1272, OREM, UT, 84097
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2016-07-25
Name of individual signing SPENCER BARCLAY

DOS Process Agent

Name Role Address
ELIZABETH DVORKIN DOS Process Agent 133 COMMACK RD, ISLIP, NY, United States, 11751

Filings

Filing Number Date Filed Type Effective Date
131115000531 2013-11-15 CERTIFICATE OF PUBLICATION 2013-11-15
130702000017 2013-07-02 ARTICLES OF ORGANIZATION 2013-07-02

Date of last update: 25 Nov 2024

Sources: New York Secretary of State