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MILESTONE INSURANCE BROKERS 401(K) PLAN 401k Plan overview

Plan NameMILESTONE INSURANCE BROKERS 401(K) PLAN
Plan identification number 003

MILESTONE INSURANCE BROKERS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MILESTONE INSURANCE BROKERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:MILESTONE INSURANCE BROKERS, INC.
Employer identification number (EIN):330688562
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about MILESTONE INSURANCE BROKERS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2005-09-27
Company Identification Number: 0800549886
Legal Registered Office Address: 8 CORPORATE PARK STE 130

IRVINE
United States of America (USA)
92606

More information about MILESTONE INSURANCE BROKERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILESTONE INSURANCE BROKERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032021-01-01
0032021-01-01JOHN HOEFER
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JOHN HOEFER
0032016-01-01SUSAN GARTE
0032015-01-01RONALD HOEFER2016-07-12
0032014-01-01RONALD HOEFER2015-07-21
0032014-01-01RONALD HOEFER2016-01-26
0032013-01-01RONALD HOEFER2014-06-13
0032012-01-01RONALD HOEFER2013-07-17 RONALD HOEFER2013-07-17
0032011-01-01RONALD HOEFER2012-10-09 RONALD HOEFER2012-10-09
0032010-01-01RONALD HOEFER2011-10-06

Financial Data on MILESTONE INSURANCE BROKERS 401(K) PLAN

Measure Date Value
2025 : MILESTONE INSURANCE BROKERS 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-29-2440772
Total liabilities as of the beginning of the plan year2025-08-290
Total expenses incurred by plan in this plan year2025-08-29167518
Net assets as of the end of the plan year2025-08-290
Total assets as of the beginning of the plan year2025-08-292647893
Value of plan covered by a fidelity bond2025-08-29350000
Value of participant loans at end of plan year2025-08-290
Other income to plan in this plan year2025-08-29-39603
Plan net income in this plan year2025-08-29-207121
Net assets as of the end of the plan year2025-08-290
Net assets as of the beginning of the plan year2025-08-292647893
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-295055
Total liabilities as of the end of the plan year2025-06-040
Total liabilities as of the beginning of the plan year2025-06-040
Total expenses incurred by plan in this plan year2025-06-0466906
Net assets as of the end of the plan year2025-06-042647893
Total assets as of the beginning of the plan year2025-06-041814296
Value of plan covered by a fidelity bond2025-06-04350000
Participant contributions to plan in this plan year2025-06-04116190
Value of participant loans at end of plan year2025-06-0422666
Other expenses paid from plan in this plan year2025-06-040
Other contributions to plan in this plan year2025-06-04232788
Other income to plan in this plan year2025-06-04443116
Plan net income in this plan year2025-06-04833597
Net assets as of the end of the plan year2025-06-042647893
Net assets as of the beginning of the plan year2025-06-041814296
Employer contributions to plan in this plan year2025-06-04108409
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-0412472
2024 : MILESTONE INSURANCE BROKERS 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-09530788
Net assets as of the end of the plan year2024-10-091814296
Total assets as of the beginning of the plan year2024-10-091973166
Value of plan covered by a fidelity bond2024-10-09350000
Participant contributions to plan in this plan year2024-10-09157600
Value of participant loans at end of plan year2024-10-0960838
Other expenses paid from plan in this plan year2024-10-090
Other contributions to plan in this plan year2024-10-090
Other income to plan in this plan year2024-10-0924492
Plan net income in this plan year2024-10-09-158870
Net assets as of the end of the plan year2024-10-091814296
Net assets as of the beginning of the plan year2024-10-091973166
Employer contributions to plan in this plan year2024-10-09189826
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0911865
2021 : MILESTONE INSURANCE BROKERS 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$744,781
Expenses. Total of all expenses incurred2021-12-31$45,560
Benefits paid (including direct rollovers)2021-12-31$27,440
Total plan assets at end of year2021-12-31$2,006,382
Total plan assets at beginning of year2021-12-31$1,307,161
Value of fidelity bond covering the plan2021-12-31$350,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$170,667
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$380,429
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$699,221
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,006,382
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,307,161
Assets. Value of participant loans2021-12-31$49,341
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$193,685
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$18,120
2020 : MILESTONE INSURANCE BROKERS 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$376,328
Expenses. Total of all expenses incurred2020-12-31$65,467
Benefits paid (including direct rollovers)2020-12-31$51,763
Total plan assets at end of year2020-12-31$1,307,161
Total plan assets at beginning of year2020-12-31$996,300
Value of fidelity bond covering the plan2020-12-31$100,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$113,452
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$5,191
Other income received2020-12-31$110,285
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$310,861
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,307,161
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$996,300
Assets. Value of participant loans2020-12-31$51,742
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$147,400
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$13,704
2019 : MILESTONE INSURANCE BROKERS 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$436,790
Expenses. Total of all expenses incurred2019-12-31$87,246
Benefits paid (including direct rollovers)2019-12-31$80,000
Total plan assets at end of year2019-12-31$996,300
Total plan assets at beginning of year2019-12-31$646,756
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$81,199
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$196,346
Other income received2019-12-31$82,277
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$349,544
Net plan assets at end of year (total assets less liabilities)2019-12-31$996,300
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$646,756
Assets. Value of participant loans2019-12-31$68,320
Total contributions received or receivable from employer(s)2019-12-31$76,968
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$384
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$6,862
2018 : MILESTONE INSURANCE BROKERS 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$169,185
Expenses. Total of all expenses incurred2018-12-31$13,691
Benefits paid (including direct rollovers)2018-12-31$5,929
Total plan assets at end of year2018-12-31$646,756
Total plan assets at beginning of year2018-12-31$491,262
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$86,711
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-28,632
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$155,494
Net plan assets at end of year (total assets less liabilities)2018-12-31$646,756
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$491,262
Assets. Value of participant loans2018-12-31$59,259
Total contributions received or receivable from employer(s)2018-12-31$111,106
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,762
2017 : MILESTONE INSURANCE BROKERS 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$137,336
Expenses. Total of all expenses incurred2017-12-31$18,993
Benefits paid (including direct rollovers)2017-12-31$13,993
Total plan assets at end of year2017-12-31$491,262
Total plan assets at beginning of year2017-12-31$372,919
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$72,486
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$20,749
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$118,343
Net plan assets at end of year (total assets less liabilities)2017-12-31$491,262
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$372,919
Total contributions received or receivable from employer(s)2017-12-31$44,101
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5,000
2016 : MILESTONE INSURANCE BROKERS 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$163,109
Expenses. Total of all expenses incurred2016-12-31$366,664
Benefits paid (including direct rollovers)2016-12-31$362,281
Total plan assets at end of year2016-12-31$372,919
Total plan assets at beginning of year2016-12-31$576,474
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$100,252
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$17,876
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-203,555
Net plan assets at end of year (total assets less liabilities)2016-12-31$372,919
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$576,474
Assets. Value of participant loans2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$44,981
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,383

Form 5500 Responses for MILESTONE INSURANCE BROKERS 401(K) PLAN

2021: MILESTONE INSURANCE BROKERS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MILESTONE INSURANCE BROKERS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MILESTONE INSURANCE BROKERS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MILESTONE INSURANCE BROKERS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MILESTONE INSURANCE BROKERS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MILESTONE INSURANCE BROKERS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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