Milestone Therapy 401(K) Plan — Form 5500 plan (Milestone Therapy LLC)
Plain-English plan 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 Therapy 401(K) Plan is a benefit plan reported by Milestone Therapy LLC under EIN 01-0719458 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $1,341,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milestone Therapy LLC
- EIN
- 01-0719458
- Plan number
- 001
- Plan type
- 2
- Location
- Highland, IN
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $1,341,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20240920125244NAL0007488449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,341,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,341,194
- Net assets (BOY)
- $937,300
Income & contributions
- Employer contributions
- $43,461
- Participant contributions
- $278,060
- Total contributions
- $349,510
- Total income / additions
- $543,235
Expenses & distributions
- Benefits paid
- $122,136
- Administrative expenses
- $17,205
- Total expenses
- $139,341
- Net increase / (decrease)
- $403,894
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch - Fas | RIA - RI - IA | $2,711 | not reported in the loaded dataset | 2023 |
| Merrill Lynch - Eps | RIA - RI - IA | $2,711 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Co. | RECORDKEEPER | $693 | $0 | 2023 |