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MILESTONE MANAGEMENT, INC. RETIREMENT PLAN 401k Plan overview

Plan NameMILESTONE MANAGEMENT, INC. RETIREMENT PLAN
Plan identification number 001

MILESTONE MANAGEMENT, INC. RETIREMENT 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).
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • 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 MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:MILESTONE MANAGEMENT, INC.
Employer identification number (EIN):870685560
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILESTONE MANAGEMENT, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ADAM ROBINSON2023-10-11
0012021-01-01ADAM ROBINSON2022-06-14 ADAM ROBINSON2022-06-14
0012020-01-01ADAM ROBINSON2021-04-02 ADAM ROBINSON2021-04-02
0012019-01-01ADAM ROBINSON2020-07-20 ADAM ROBINSON2020-07-20
0012018-01-01ADAM ROBINSON2019-09-09 ADAM ROBINSON2019-09-09
0012017-01-01ADAM ROBINSON2018-05-25 ADAM ROBINSON2018-05-25
0012016-01-01ADAM ROBINSON2017-06-27 ADAM ROBINSON2017-06-27
0012015-01-01ADAM ROBINSON2016-09-20 ADAM ROBINSON2016-09-20
0012014-01-01ADAM ROBINSON2015-09-24
0012013-01-01ADAM ROBINSON2014-10-03
0012012-01-01DAVID R ROBINSON2013-09-23
0012011-01-01DAVID ROBINSON2012-09-24
0012010-01-01DAVID ROBINSON2011-08-04

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