How many benefit plans does Milestone Technologies, Inc report on Form 5500?

Milestone Technologies, Inc (EIN 94-3263696) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Milestone Technologies, Inc?

The Employer Identification Number (EIN) reported for Milestone Technologies, Inc is 94-3263696.

What is the latest Form 5500 filing year for Milestone Technologies, Inc?

The latest loaded Form 5500 filing year for Milestone Technologies, Inc is 2023.

Milestone Technologies, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 94-3263696) is a plan sponsor located in Fremont, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 94-3263696
Location: Fremont, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $55,499,992
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $55,499,992

Contributions & income

Employer contributions: $764,967
Participant contributions: $7,983,021
Total income / additions: $18,180,537

Expenses & distributions

Benefits paid / distributions: $6,148,770
Total expenses: $6,471,707
Net increase / (decrease): $11,708,830

Coverage

Total reported participants: 4,664
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Milestone Technologies, Inc plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Milestone Technologies, Inc 401(K) Profit Sharing Plan	001	2,720	$55,499,992	2023
Milestone Technologies, Inc. Welfare Benefit Plan	501	1,944	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Milestone Technologies, Inc
Year	Plan	Participants	Schedules	Filing
2023	Milestone Technologies, Inc 401(K) Profit Sharing Plan	2,720	H, C	20241001160552NAL0012902112001
2023	Milestone Technologies, Inc. Welfare Benefit Plan	1,944	—	20241004101910NAL0011299121001