Milestone Technologies, Inc 401(K) Profit Sharing Plan — Form 5500 plan (Milestone Technologies, 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 Technologies, Inc 401(K) Profit Sharing Plan is a benefit plan reported by Milestone Technologies, Inc under EIN 94-3263696 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,720 participants and $55,499,992 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milestone Technologies, Inc
- EIN
- 94-3263696
- Plan number
- 001
- Plan type
- 2
- Location
- Fremont, CA
- Latest filing year
- 2023
- Participants
- 2,720
- End-of-year plan assets
- $55,499,992
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,720 | H, C | 20241001160552NAL0012902112001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,499,992
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,499,992
- Net assets (BOY)
- $43,602,947
Income & contributions
- Employer contributions
- $764,967
- Participant contributions
- $7,983,021
- Total contributions
- $9,438,890
- Total income / additions
- $18,180,537
Expenses & distributions
- Benefits paid
- $6,148,770
- Administrative expenses
- $161,296
- Total expenses
- $6,471,707
- Net increase / (decrease)
- $11,708,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $92,146 | $0 | 2023 |
| Global Retirement Partners LLC | ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $13,650 | not reported in the loaded dataset | 2023 |
| Vwc Cpas & Business Managers | ACCOUNTANT/AUDITOR | $5,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Milestone Technologies, Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fremont, CA
- Fidelity Investments Institutional — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Vwc Cpas & Business Managers — Schedule C compensation