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MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameMILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN
Plan identification number 001

MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 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

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

Company Name:MILESTONE DISTRIBUTORS, INC.
Employer identification number (EIN):751095287
NAIC Classification:423600

Additional information about MILESTONE DISTRIBUTORS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1962-05-29
Company Identification Number: 0018515200
Legal Registered Office Address: PO BOX 110669

CARROLLTON
United States of America (USA)
75011

More information about MILESTONE DISTRIBUTORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TINA JIMENEZ2024-10-11 TINA JIMENEZ2024-10-11
0012022-01-01TINA JIMENEZ2023-10-12 TINA JIMENEZ2023-09-20
0012021-01-01TINA JIMENEZ2022-09-26 TINA JIMENEZ2022-09-26
0012020-01-01TINA JIMENEZ2021-10-11 TINA JIMENEZ2021-10-09
0012019-01-01TINA JIMENEZ2020-07-20 TINA JIMENEZ2020-07-20
0012018-01-01TINA JIMENEZ2019-02-26 TINA JIMENEZ2019-02-26
0012017-01-01TINA JIMENEZ RAMSAY WOODALL2018-07-25
0012016-01-01TINA JIMENEZ
0012015-01-01TINA JIMENEZ
0012014-01-01TINA JIMENEZ
0012013-01-01GERRY MCEVOY
0012012-01-01GERARD MCEVOY GERARD MCEVOY2013-05-22
0012011-01-01GERARD MCEVOY
0012010-01-01GERARD MCEVOY
0012009-01-01GERARD MCEVOY

Financial Data on MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2025 : MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-10103402
Net assets as of the end of the plan year2025-10-105425582
Total assets as of the beginning of the plan year2025-10-104264156
Value of plan covered by a fidelity bond2025-10-10427000
Participant contributions to plan in this plan year2025-10-10370058
Value of participant loans at end of plan year2025-10-10101710
Other contributions to plan in this plan year2025-10-10325577
Other income to plan in this plan year2025-10-10569193
Plan net income in this plan year2025-10-101161426
Net assets as of the end of the plan year2025-10-105425582
Net assets as of the beginning of the plan year2025-10-104264156
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1021591
2024 : MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-11136499
Net assets as of the end of the plan year2024-10-114264156
Total assets as of the beginning of the plan year2024-10-113340620
Value of plan covered by a fidelity bond2024-10-11332000
Participant contributions to plan in this plan year2024-10-11280909
Value of participant loans at end of plan year2024-10-1135009
Other expenses paid from plan in this plan year2024-10-110
Other contributions to plan in this plan year2024-10-1161118
Other income to plan in this plan year2024-10-11656733
Plan net income in this plan year2024-10-11923536
Net assets as of the end of the plan year2024-10-114264156
Net assets as of the beginning of the plan year2024-10-113340620
Employer contributions to plan in this plan year2024-10-1161275
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1127210
2017 : MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 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$620,706
Expenses. Total of all expenses incurred2017-12-31$49,554
Benefits paid (including direct rollovers)2017-12-31$28,966
Total plan assets at end of year2017-12-31$3,088,483
Total plan assets at beginning of year2017-12-31$2,517,331
Value of fidelity bond covering the plan2017-12-31$236,046
Total contributions received or receivable from participants2017-12-31$188,389
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$432,317
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$571,152
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,088,483
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,517,331
Assets. Value of participant loans2017-12-31$20,962
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2017-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$0
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$20,588
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 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$360,879
Expenses. Total of all expenses incurred2016-12-31$242,101
Benefits paid (including direct rollovers)2016-12-31$242,101
Total plan assets at end of year2016-12-31$2,517,331
Total plan assets at beginning of year2016-12-31$2,398,553
Value of fidelity bond covering the plan2016-12-31$262,689
Total contributions received or receivable from participants2016-12-31$174,980
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$185,899
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$118,778
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,517,331
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,398,553
Assets. Value of participant loans2016-12-31$29,899
Total contributions received or receivable from employer(s)2016-12-31$0
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$0
2015 : MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$158,491
Expenses. Total of all expenses incurred2015-12-31$386,829
Benefits paid (including direct rollovers)2015-12-31$386,629
Total plan assets at end of year2015-12-31$2,398,553
Total plan assets at beginning of year2015-12-31$2,626,891
Value of fidelity bond covering the plan2015-12-31$262,689
Total contributions received or receivable from participants2015-12-31$152,099
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$6,392
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-228,338
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,398,553
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,626,891
Assets. Value of participant loans2015-12-31$38,091
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$200
2014 : MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$351,284
Expenses. Total of all expenses incurred2014-12-31$310,078
Benefits paid (including direct rollovers)2014-12-31$309,928
Total plan assets at end of year2014-12-31$2,626,891
Total plan assets at beginning of year2014-12-31$2,585,685
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$160,635
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$1,294
Other income received2014-12-31$189,355
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$41,206
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,626,891
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,585,685
Assets. Value of participant loans2014-12-31$39,992
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$150
2013 : MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$726,813
Expenses. Total of all expenses incurred2013-12-31$426,037
Benefits paid (including direct rollovers)2013-12-31$425,862
Total plan assets at end of year2013-12-31$2,585,685
Total plan assets at beginning of year2013-12-31$2,284,909
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$188,605
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$538,208
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$300,776
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,585,685
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,284,909
Assets. Value of participant loans2013-12-31$44,915
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$175
2012 : MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$736,947
Expenses. Total of all expenses incurred2012-12-31$126,181
Benefits paid (including direct rollovers)2012-12-31$125,897
Total plan assets at end of year2012-12-31$2,284,909
Total plan assets at beginning of year2012-12-31$1,674,143
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$184,661
Contributions received from other sources (not participants or employers)2012-12-31$262,287
Other income received2012-12-31$289,999
Net income (gross income less expenses)2012-12-31$610,766
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,284,909
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,674,143
Assets. Value of participant loans2012-12-31$48,451
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$284
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$117,813
Expenses. Total of all expenses incurred2011-12-31$26,094
Benefits paid (including direct rollovers)2011-12-31$25,808
Total plan assets at end of year2011-12-31$1,674,143
Total plan assets at beginning of year2011-12-31$1,582,424
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$159,822
Other income received2011-12-31$-42,009
Net income (gross income less expenses)2011-12-31$91,719
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,674,143
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,582,424
Assets. Value of participant loans2011-12-31$44,602
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$286
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$337,290
Expenses. Total of all expenses incurred2010-12-31$323,501
Benefits paid (including direct rollovers)2010-12-31$323,324
Total plan assets at end of year2010-12-31$1,582,424
Total plan assets at beginning of year2010-12-31$1,568,635
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$123,471
Other income received2010-12-31$213,819
Net income (gross income less expenses)2010-12-31$13,789
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,582,424
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,568,635
Assets. Value of participant loans2010-12-31$38,380
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$177
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN

2017: MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 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
2015: MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number624312
Policy instance 2

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