2023 Form 5500 filing — Milestone Therapy 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 20240920125244NAL0007488449001) for Milestone Therapy 401(K) Plan, reported by Milestone Therapy LLC under EIN 01-0719458 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.3MReported net assets$1,341,194
Participants158
Provider compensation$6.1K3 Schedule C row(s)$6,115
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240920125244NAL0007488449001
- Plan sponsor
- Milestone Therapy LLC
- EIN
- 01-0719458
- Plan number
- 001
- Location
- Highland, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.3M total assets
Net assets$1.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,341,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,341,194
- Employer contributions
- $43,461
- Participant contributions
- $278,060
- Total income / additions
- $543,235
- Benefits paid
- $122,136
- Administrative expenses
- $17,205
- Total expenses
- $139,341
- Net increase / (decrease)
- $403,894
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch - Fas | RIA - RI - IA | $2,711 | not reported in the loaded dataset |
| Merrill Lynch - Eps | RIA - RI - IA | $2,711 | not reported in the loaded dataset |
| John Hancock Life Insurance Co. | RECORDKEEPER | $693 | $0 |