2023 Form 5500 filing — Milestone Retirement 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 20241014112058NAL0026027857001) for Milestone Retirement Plan, reported by Milestone Services Company, LLC under EIN 32-0542197 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112058NAL0026027857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Milestone Services Company, LLC
- EIN
- 32-0542197
- Plan number
- 001
- Location
- Saint Charles, MO
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,169,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,169,070
- Employer contributions
- $920,427
- Participant contributions
- $1,724,195
- Total income / additions
- $5,893,631
- Benefits paid
- $682,167
- Administrative expenses
- $36,813
- Total expenses
- $718,980
- Net increase / (decrease)
- $5,174,651
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plancorp LLC | NONE | $35,196 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $1,617 | $0 |