2023 Form 5500 filing — Milestone Partners Management Co. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916082340NAL0003234850001) for Milestone Partners Management Co. 401(K) Plan, reported by Milestone Partners Management Co. Lp under EIN 20-0958931 and plan number 001. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240916082340NAL0003234850001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Milestone Partners Management Co. Lp
- EIN
- 20-0958931
- Plan number
- 001
- Location
- Villanova, PA
- Participants
- 22
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,361,464
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,361,464
- Employer contributions
- $109,939
- Participant contributions
- $221,587
- Total income / additions
- $966,694
- Benefits paid
- $1,046,421
- Administrative expenses
- $12,040
- Total expenses
- $1,058,461
- Net increase / (decrease)
- -$91,767
- Schedule source
- Schedule I