2023 Form 5500 filing — Milestone Retirement Communities 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 20241015074647NAL0046947200001) for Milestone Retirement Communities 401(K) Plan, reported by Milestone Retirement Communities under EIN 81-4756997 and plan number 002. It reports 1,221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015074647NAL0046947200001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Milestone Retirement Communities
- EIN
- 81-4756997
- Plan number
- 002
- Location
- Vancouver, WA
- Participants
- 1,221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,034,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,034,953
- Employer contributions
- $20,004
- Participant contributions
- $823,292
- Total income / additions
- $1,607,905
- Benefits paid
- $1,258,461
- Administrative expenses
- $171,158
- Total expenses
- $1,439,579
- Net increase / (decrease)
- $168,326
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $136,641 | not reported in the loaded dataset |
| Tpg Financial Advisors, LLC | INVESTMENT MANAGER | $34,517 | not reported in the loaded dataset |