Plan5500

Milestone Services Company LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Milestone Services Company LLC (EIN 32-0542197) is a plan sponsor located in Kansas City, MO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
32-0542197
Location
Kansas City, MO
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.2MSummed across loaded plans$20,169,070
Total reported assets$20.2M$20,169,070
Total reported participants385
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20.2M total assets
Net assets$20.2MLiabilities$0
Contributions & income
Employer contributions$920.4K
Participant contributions$1.7M
Total income / additions$5.9M
Expenses & distributions
Benefits paid / distributions$682.2K
Total expenses$719K
Net increase / (decrease)$5.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Milestone Retirement Plan
Participants per plan193Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Milestone Retirement Plan$20.2M
    Plan #001 · 217 participants · 2023
  2. 2
    Milestone Services Company Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 168 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Milestone Services Company LLC
YearPlanParticipantsSchedulesFiling
2023Milestone Services Company Welfare Benefit Plan168—20240618100637NAL0002020529001
2023Milestone Retirement Plan217H, C20241014112058NAL0026027857001

Related Form 5500 pages