Milestone Partners Management Co. 401(K) Plan — Form 5500 plan (Milestone Partners Management Co. Lp)
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, Milestone Partners Management Co. 401(K) Plan is a benefit plan reported by Milestone Partners Management Co. Lp under EIN 20-0958931 and plan number 001. The latest loaded filing year is 2023. The filing reports 22 participants and $4,361,464 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milestone Partners Management Co. Lp
- EIN
- 20-0958931
- Plan number
- 001
- Plan type
- 2
- Location
- Villanova, PA
- Latest filing year
- 2023
- Participants
- 22
- End-of-year plan assets
- $4,361,464
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22 | I | 20240916082340NAL0003234850001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,361,464
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,361,464
- Net assets (BOY)
- $4,453,231
Income & contributions
- Employer contributions
- $109,939
- Participant contributions
- $221,587
- Total income / additions
- $966,694
Expenses & distributions
- Benefits paid
- $1,046,421
- Administrative expenses
- $12,040
- Total expenses
- $1,058,461
- Net increase / (decrease)
- -$91,767
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.