2023 Form 5500 filing — Milestone Systems, Inc. 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 20241007164744NAL0007783091001) for Milestone Systems, Inc. 401(K) Plan, reported by Milestone Systems, Inc. under EIN 20-2338847 and plan number 001. It reports 318 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)$24.6MReported net assets$24,551,471

Participants318

Provider compensation$1251 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241007164744NAL0007783091001
Plan sponsor: Milestone Systems, Inc.
EIN: 20-2338847
Plan number: 001
Location: Lake Oswego, OR
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$24.6M total assets

Net assets$24.6MLiabilities$0

Money in vs. money out

Total income / additions$8.2M

Total expenses$2.2M

Benefits paid / distributions$2.1M

Contributions

Employer$1.8M

Participant$2.4M

Full reported line items

Total assets (EOY): $24,551,471
Total liabilities (EOY): $0
Net assets (EOY): $24,551,471
Employer contributions: $1,758,837
Participant contributions: $2,374,747
Total income / additions: $8,244,771
Benefits paid: $2,149,294
Administrative expenses: $125
Total expenses: $2,150,104
Net increase / (decrease): $6,094,667

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fidelity Investments Institutional$125
RECORDKEEPER · Direct $125 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007164744NAL0007783091001 cover?: It is the 2023 Form 5500 filing for Milestone Systems, Inc. 401(K) Plan, reported by Milestone Systems, Inc. (EIN 20-2338847).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).