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MILESTONES SERVICES LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameMILESTONES SERVICES LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

MILESTONES SERVICES LLC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

MILESTONES SERVICES LLC has sponsored the creation of one or more 401k plans.

Company Name:MILESTONES SERVICES LLC
Employer identification number (EIN):264011626
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILESTONES SERVICES LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD ROJAS2024-08-13
0012022-01-01EDWARD ROJAS2023-07-20
0012021-01-01EDWARD ROJAS2022-08-12
0012020-01-01EDWARD ROJAS2021-06-21
0012019-01-01EDWARD ROJAS2020-07-09
0012018-01-01EDWARD ROJAS2019-04-10

Plan Statistics for MILESTONES SERVICES LLC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for MILESTONES SERVICES LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2024: MILESTONES SERVICES LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-08-1349
Total number of particpants at end of year2024-08-1342
Number of Participants With Account Balances2024-08-1310
2022: MILESTONES SERVICES LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-08-1228
Total number of particpants at end of year2022-08-1245
Number of Participants With Account Balances2022-08-127

Financial Data on MILESTONES SERVICES LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2024 : MILESTONES SERVICES LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-130
Total liabilities as of the end of the plan year2024-08-130
Total liabilities as of the beginning of the plan year2024-08-130
Total expenses incurred by plan in this plan year2024-08-1322064
Net assets as of the end of the plan year2024-08-1348800
Total assets as of the beginning of the plan year2024-08-1334223
Participant contributions to plan in this plan year2024-08-1325207
Other expenses paid from plan in this plan year2024-08-130
Other contributions to plan in this plan year2024-08-130
Other income to plan in this plan year2024-08-136818
Plan net income in this plan year2024-08-1314577
Net assets as of the end of the plan year2024-08-1348800
Net assets as of the beginning of the plan year2024-08-1334223
Employer contributions to plan in this plan year2024-08-134616
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-13406
2022 : MILESTONES SERVICES LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-120
Total liabilities as of the end of the plan year2022-08-120
Total liabilities as of the beginning of the plan year2022-08-120
Total expenses incurred by plan in this plan year2022-08-12522
Net assets as of the end of the plan year2022-08-128876
Total assets as of the beginning of the plan year2022-08-122744
Participant contributions to plan in this plan year2022-08-125267
Value of participant loans at end of plan year2022-08-121861
Other expenses paid from plan in this plan year2022-08-120
Other contributions to plan in this plan year2022-08-120
Other income to plan in this plan year2022-08-12712
Plan net income in this plan year2022-08-126132
Net assets as of the end of the plan year2022-08-128876
Net assets as of the beginning of the plan year2022-08-122744
Employer contributions to plan in this plan year2022-08-12675
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-12129

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