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 Retirement Plan is a benefit plan reported by Milestone Services Company, LLC under EIN 32-0542197 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $20,169,070 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,169,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,169,070
- Net assets (BOY)
- $14,994,419
Income & contributions
- Employer contributions
- $920,427
- Participant contributions
- $1,724,195
- Total contributions
- $3,067,255
- Total income / additions
- $5,893,631
Expenses & distributions
- Benefits paid
- $682,167
- Administrative expenses
- $36,813
- Total expenses
- $718,980
- Net increase / (decrease)
- $5,174,651