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 Communities 401(K) Plan is a benefit plan reported by Milestone Retirement Communities under EIN 81-4756997 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,221 participants and $5,034,953 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,034,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,034,953
- Net assets (BOY)
- $4,866,627
Income & contributions
- Employer contributions
- $20,004
- Participant contributions
- $823,292
- Total contributions
- $843,296
- Total income / additions
- $1,607,905
Expenses & distributions
- Benefits paid
- $1,258,461
- Administrative expenses
- $171,158
- Total expenses
- $1,439,579
- Net increase / (decrease)
- $168,326