401k Plan data: MILESTONE INSURANCE BROKERS 401(K) PLAN plan

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

Plan Name	MILESTONE INSURANCE BROKERS 401(K) PLAN
Plan identification number	003

MILESTONE INSURANCE BROKERS 401(K) PLAN Benefits

401k Plan Type

Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 JOHN HOEFER
003 2016-01-01 SUSAN GARTE
003 2015-01-01 RONALD HOEFER 2016-07-12
003 2014-01-01 RONALD HOEFER 2015-07-21
003 2014-01-01 RONALD HOEFER 2016-01-26
003 2013-01-01 RONALD HOEFER 2014-06-13
003 2012-01-01 RONALD HOEFER 2013-07-17 RONALD HOEFER 2013-07-17
003 2011-01-01 RONALD HOEFER 2012-10-09 RONALD HOEFER 2012-10-09
003 2010-01-01 RONALD HOEFER 2011-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	JOHN HOEFER
003	2016-01-01	SUSAN GARTE
003	2015-01-01	RONALD HOEFER	2016-07-12
003	2014-01-01	RONALD HOEFER	2015-07-21
003	2014-01-01	RONALD HOEFER	2016-01-26
003	2013-01-01	RONALD HOEFER	2014-06-13
003	2012-01-01	RONALD HOEFER	2013-07-17	RONALD HOEFER	2013-07-17
003	2011-01-01	RONALD HOEFER	2012-10-09	RONALD HOEFER	2012-10-09
003	2010-01-01	RONALD HOEFER	2011-10-06

Plan Statistics for MILESTONE INSURANCE BROKERS 401(K) PLAN

401k plan membership statisitcs for MILESTONE INSURANCE BROKERS 401(K) PLAN

Measure Date Value
2021: MILESTONE INSURANCE BROKERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 14
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 16
Total participants 2021-01-01 16
Number of participants with account balances 2021-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: MILESTONE INSURANCE BROKERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 15
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 17
Total participants 2020-01-01 17
Number of participants with account balances 2020-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: MILESTONE INSURANCE BROKERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 11
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 11
Number of participants with account balances 2019-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MILESTONE INSURANCE BROKERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MILESTONE INSURANCE BROKERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 15
Number of participants with account balances 2017-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MILESTONE INSURANCE BROKERS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 14
Number of participants with account balances 2016-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2021: MILESTONE INSURANCE BROKERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	14
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	16
Total participants	2021-01-01	16
Number of participants with account balances	2021-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: MILESTONE INSURANCE BROKERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	15
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	17
Total participants	2020-01-01	17
Number of participants with account balances	2020-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: MILESTONE INSURANCE BROKERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	11
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	11
Number of participants with account balances	2019-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MILESTONE INSURANCE BROKERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MILESTONE INSURANCE BROKERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	15
Number of participants with account balances	2017-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MILESTONE INSURANCE BROKERS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	14
Number of participants with account balances	2016-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on MILESTONE INSURANCE BROKERS 401(K) PLAN

Measure	Date	Value
2021 : MILESTONE INSURANCE BROKERS 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$744,781
Expenses. Total of all expenses incurred	2021-12-31	$45,560
Benefits paid (including direct rollovers)	2021-12-31	$27,440
Total plan assets at end of year	2021-12-31	$2,006,382
Total plan assets at beginning of year	2021-12-31	$1,307,161
Value of fidelity bond covering the plan	2021-12-31	$350,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$170,667
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$380,429
Noncash contributions received	2021-12-31	$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 loans	2021-12-31	$49,341
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$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 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$193,685
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$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 plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$376,328
Expenses. Total of all expenses incurred	2020-12-31	$65,467
Benefits paid (including direct rollovers)	2020-12-31	$51,763
Total plan assets at end of year	2020-12-31	$1,307,161
Total plan assets at beginning of year	2020-12-31	$996,300
Value of fidelity bond covering the plan	2020-12-31	$100,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$113,452
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$5,191
Other income received	2020-12-31	$110,285
Noncash contributions received	2020-12-31	$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 loans	2020-12-31	$51,742
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$147,400
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$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 plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$436,790
Expenses. Total of all expenses incurred	2019-12-31	$87,246
Benefits paid (including direct rollovers)	2019-12-31	$80,000
Total plan assets at end of year	2019-12-31	$996,300
Total plan assets at beginning of year	2019-12-31	$646,756
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$81,199
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$196,346
Other income received	2019-12-31	$82,277
Noncash contributions received	2019-12-31	$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 loans	2019-12-31	$68,320
Total contributions received or receivable from employer(s)	2019-12-31	$76,968
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$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 plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$169,185
Expenses. Total of all expenses incurred	2018-12-31	$13,691
Benefits paid (including direct rollovers)	2018-12-31	$5,929
Total plan assets at end of year	2018-12-31	$646,756
Total plan assets at beginning of year	2018-12-31	$491,262
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$86,711
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-28,632
Noncash contributions received	2018-12-31	$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 loans	2018-12-31	$59,259
Total contributions received or receivable from employer(s)	2018-12-31	$111,106
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$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 plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$137,336
Expenses. Total of all expenses incurred	2017-12-31	$18,993
Benefits paid (including direct rollovers)	2017-12-31	$13,993
Total plan assets at end of year	2017-12-31	$491,262
Total plan assets at beginning of year	2017-12-31	$372,919
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$72,486
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$20,749
Noncash contributions received	2017-12-31	$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 loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$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 plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$163,109
Expenses. Total of all expenses incurred	2016-12-31	$366,664
Benefits paid (including direct rollovers)	2016-12-31	$362,281
Total plan assets at end of year	2016-12-31	$372,919
Total plan assets at beginning of year	2016-12-31	$576,474
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$100,252
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$17,876
Noncash contributions received	2016-12-31	$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 loans	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$44,981
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$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
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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 INSURANCE BROKERS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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
2019: MILESTONE INSURANCE BROKERS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MILESTONE INSURANCE BROKERS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MILESTONE INSURANCE BROKERS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MILESTONE INSURANCE BROKERS 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

MILESTONE INSURANCE 401(K) PROFIT SHARING PLAN [EIN = 562218466]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

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

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