2023 Form 5500 filing — Milestones, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725084305NAL0022047792001) for Milestones, Inc. 401(K) Plan, reported by Milestones, Inc under EIN 04-3494340 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725084305NAL0022047792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Milestones, Inc
- EIN
- 04-3494340
- Plan number
- 001
- Location
- Waltham, MA
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,105,864
- Net assets (EOY)
- $5,105,864
- Employer contributions
- $298,086
- Participant contributions
- $394,649
- Total income / additions
- $1,404,073
- Benefits paid
- $257,947
- Administrative expenses
- $4,776
- Total expenses
- $265,648
- Net increase / (decrease)
- $1,138,425
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $17,244 | $0 |
| Afc Pensions, Inc. | THIRD PARTY ADMINISTRATOR | $4,126 | $0 |
| Capital Group Retirement Plan Srvcs | RECORDKEEPER | $650 | $0 |
| Lpl Financial, LLC | OTHER | -$3,152 | $0 |