Milestones, Inc. 401(K) Plan — Form 5500 plan (Milestones, Inc)
Plain-English plan 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, Milestones, Inc. 401(K) Plan is a benefit plan reported by Milestones, Inc under EIN 04-3494340 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $5,105,864 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milestones, Inc
- EIN
- 04-3494340
- Plan number
- 001
- Plan type
- 2
- Location
- Waltham, MA
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $5,105,864
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20240725084305NAL0022047792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,105,864
- Net assets (EOY)
- $5,105,864
- Net assets (BOY)
- $3,967,439
Income & contributions
- Employer contributions
- $298,086
- Participant contributions
- $394,649
- Total contributions
- $702,643
- Total income / additions
- $1,404,073
Expenses & distributions
- Benefits paid
- $257,947
- Administrative expenses
- $4,776
- Total expenses
- $265,648
- Net increase / (decrease)
- $1,138,425
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $17,244 | $0 | 2023 |
| Afc Pensions, Inc. | THIRD PARTY ADMINISTRATOR | $4,126 | $0 | 2023 |
| Capital Group Retirement Plan Srvcs | RECORDKEEPER | $650 | $0 | 2023 |
| Lpl Financial, LLC | OTHER | -$3,152 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Milestones, Inc
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Waltham, MA
- Global Retirement Partners LLC — Schedule C compensation
- Afc Pensions, Inc. — Schedule C compensation
- Capital Group Retirement Plan Srvcs — Schedule C compensation
- Lpl Financial, LLC — Schedule C compensation