Milestone Electric 401(K) Plan — Form 5500 plan (Milestone Electric, Inc.)

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 Electric 401(K) Plan is a benefit plan reported by Milestone Electric, Inc. under EIN 20-2597496 and plan number 001. The latest loaded filing year is 2023. The filing reports 645 participants and $7,475,452 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Milestone Electric, Inc.
EIN
20-2597496
Plan number
001
Plan type
2
Location
Garland, TX
Latest filing year
2023
Participants
645
End-of-year plan assets
$7,475,452

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023645H, C20250612110958NAL0016477873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,475,452
Total liabilities (EOY)
$0
Net assets (EOY)
$7,475,452
Net assets (BOY)
$4,980,997

Income & contributions

Employer contributions
$622,740
Participant contributions
$1,443,057
Total contributions
$2,086,703
Total income / additions
$3,200,709

Expenses & distributions

Benefits paid
$635,456
Administrative expenses
$70,798
Total expenses
$706,254
Net increase / (decrease)
$2,494,455

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$70,798$02023

Related Form 5500 pages