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Plan Name | MILESTONE ENVIRONMENTAL SERVICES LLC RETIREMENT SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | MILESTONE ENVIRONMENTAL SERVICES, LLC |
Employer identification number (EIN): | 320448928 |
NAIC Classification: | 221300 |
Additional information about MILESTONE ENVIRONMENTAL SERVICES, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2014-09-16 |
Company Identification Number: | 0802064906 |
Legal Registered Office Address: |
840 GESSNER RD STE 600 HOUSTON United States of America (USA) 77024 |
More information about MILESTONE ENVIRONMENTAL SERVICES, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | JAIME HALFMANN | 2022-09-08 | ||
001 | 2020-01-01 | JAIME HALFMANN | 2021-10-05 | ||
001 | 2019-04-01 |
Measure | Date | Value |
---|---|---|
2022: MILESTONE ENVIRONMENTAL SERVICES LLC RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 290 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 201 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 189 |
Total of all active and inactive participants | 2022-01-01 | 390 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 390 |
Number of participants with account balances | 2022-01-01 | 386 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 17 |
2021: MILESTONE ENVIRONMENTAL SERVICES LLC RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 201 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 143 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 127 |
Total of all active and inactive participants | 2021-01-01 | 270 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 270 |
Number of participants with account balances | 2021-01-01 | 266 |
2020: MILESTONE ENVIRONMENTAL SERVICES LLC RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 202 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 108 |
Total of all active and inactive participants | 2020-01-01 | 201 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 201 |
Number of participants with account balances | 2020-01-01 | 200 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 19 |
Measure | Date | Value |
---|---|---|
2022 : MILESTONE ENVIRONMENTAL SERVICES LLC RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $480 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $157 |
Total income from all sources (including contributions) | 2022-12-31 | $773,770 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $201,086 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $168,726 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,234,478 |
Value of total assets at end of year | 2022-12-31 | $3,318,924 |
Value of total assets at beginning of year | 2022-12-31 | $2,745,917 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $32,360 |
Total interest from all sources | 2022-12-31 | $4,163 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $82,543 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $82,543 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $729,596 |
Participant contributions at end of year | 2022-12-31 | $119,060 |
Participant contributions at beginning of year | 2022-12-31 | $61,795 |
Participant contributions at beginning of year | 2022-12-31 | $109 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $13,610 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $480 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $157 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $157 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $572,684 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,318,444 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,745,760 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $1,612 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,199,864 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,683,747 |
Interest on participant loans | 2022-12-31 | $4,163 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-547,414 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $491,272 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $109 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $168,726 |
Contract administrator fees | 2022-12-31 | $30,748 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2022-12-31 | 721396621 |
2021 : MILESTONE ENVIRONMENTAL SERVICES LLC RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $157 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $4,263 |
Total income from all sources (including contributions) | 2021-12-31 | $1,079,781 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $251,916 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $215,590 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $755,773 |
Value of total assets at end of year | 2021-12-31 | $2,745,917 |
Value of total assets at beginning of year | 2021-12-31 | $1,922,158 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $36,326 |
Total interest from all sources | 2021-12-31 | $1,570 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $208,736 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $208,736 |
Administrative expenses professional fees incurred | 2021-12-31 | $12,000 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $492,536 |
Participant contributions at end of year | 2021-12-31 | $61,795 |
Participant contributions at beginning of year | 2021-12-31 | $32,719 |
Participant contributions at end of year | 2021-12-31 | $109 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $49,266 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $157 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $4,263 |
Total non interest bearing cash at end of year | 2021-12-31 | $157 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $4,348 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $827,865 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,745,760 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,917,895 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $1,530 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,683,747 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,885,091 |
Interest on participant loans | 2021-12-31 | $1,570 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $113,702 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $213,971 |
Employer contributions (assets) at end of year | 2021-12-31 | $109 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $215,590 |
Contract administrator fees | 2021-12-31 | $22,796 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2021-12-31 | 721396621 |
2020 : MILESTONE ENVIRONMENTAL SERVICES LLC RETIREMENT SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,263 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $879,110 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $214,644 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $194,439 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $596,477 |
Value of total assets at end of year | 2020-12-31 | $1,922,158 |
Value of total assets at beginning of year | 2020-12-31 | $1,253,429 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $20,205 |
Total interest from all sources | 2020-12-31 | $1,066 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $39,845 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $39,845 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $476,146 |
Participant contributions at end of year | 2020-12-31 | $32,719 |
Participant contributions at beginning of year | 2020-12-31 | $17,789 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $4,263 |
Total non interest bearing cash at end of year | 2020-12-31 | $4,348 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $664,466 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,917,895 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,253,429 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $997 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,885,091 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,235,640 |
Interest on participant loans | 2020-12-31 | $1,066 |
Interest earned on other investments | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $241,722 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $120,331 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $194,439 |
Contract administrator fees | 2020-12-31 | $19,208 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2020-12-31 | 721396621 |
2022: MILESTONE ENVIRONMENTAL SERVICES LLC RETIREMENT SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MILESTONE ENVIRONMENTAL SERVICES LLC RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MILESTONE ENVIRONMENTAL SERVICES LLC RETIREMENT SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |