| Plan Name | MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | TINA JIMENEZ | 2024-10-11 | TINA JIMENEZ | 2024-10-11 |
| 001 | 2022-01-01 | TINA JIMENEZ | 2023-10-12 | TINA JIMENEZ | 2023-09-20 |
| 001 | 2021-01-01 | TINA JIMENEZ | 2022-09-26 | TINA JIMENEZ | 2022-09-26 |
| 001 | 2020-01-01 | TINA JIMENEZ | 2021-10-11 | TINA JIMENEZ | 2021-10-09 |
| 001 | 2019-01-01 | TINA JIMENEZ | 2020-07-20 | TINA JIMENEZ | 2020-07-20 |
| 001 | 2018-01-01 | TINA JIMENEZ | 2019-02-26 | TINA JIMENEZ | 2019-02-26 |
| 001 | 2017-01-01 | TINA JIMENEZ | RAMSAY WOODALL | 2018-07-25 | |
| 001 | 2016-01-01 | TINA JIMENEZ | |||
| 001 | 2015-01-01 | TINA JIMENEZ | |||
| 001 | 2014-01-01 | TINA JIMENEZ | |||
| 001 | 2013-01-01 | GERRY MCEVOY | |||
| 001 | 2012-01-01 | GERARD MCEVOY | GERARD MCEVOY | 2013-05-22 | |
| 001 | 2011-01-01 | GERARD MCEVOY | |||
| 001 | 2010-01-01 | GERARD MCEVOY | |||
| 001 | 2009-01-01 | GERARD MCEVOY |
| Measure | Date | Value |
|---|---|---|
| 2025 : MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-10-10 | 103402 |
| Net assets as of the end of the plan year | 2025-10-10 | 5425582 |
| Total assets as of the beginning of the plan year | 2025-10-10 | 4264156 |
| Value of plan covered by a fidelity bond | 2025-10-10 | 427000 |
| Participant contributions to plan in this plan year | 2025-10-10 | 370058 |
| Value of participant loans at end of plan year | 2025-10-10 | 101710 |
| Other contributions to plan in this plan year | 2025-10-10 | 325577 |
| Other income to plan in this plan year | 2025-10-10 | 569193 |
| Plan net income in this plan year | 2025-10-10 | 1161426 |
| Net assets as of the end of the plan year | 2025-10-10 | 5425582 |
| Net assets as of the beginning of the plan year | 2025-10-10 | 4264156 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-10 | 21591 |
| 2024 : MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 136499 |
| Net assets as of the end of the plan year | 2024-10-11 | 4264156 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 3340620 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 332000 |
| Participant contributions to plan in this plan year | 2024-10-11 | 280909 |
| Value of participant loans at end of plan year | 2024-10-11 | 35009 |
| Other expenses paid from plan in this plan year | 2024-10-11 | 0 |
| Other contributions to plan in this plan year | 2024-10-11 | 61118 |
| Other income to plan in this plan year | 2024-10-11 | 656733 |
| Plan net income in this plan year | 2024-10-11 | 923536 |
| Net assets as of the end of the plan year | 2024-10-11 | 4264156 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 3340620 |
| Employer contributions to plan in this plan year | 2024-10-11 | 61275 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 27210 |
| 2017 : MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 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 | $620,706 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $49,554 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $28,966 |
| Total plan assets at end of year | 2017-12-31 | $3,088,483 |
| Total plan assets at beginning of year | 2017-12-31 | $2,517,331 |
| Value of fidelity bond covering the plan | 2017-12-31 | $236,046 |
| Total contributions received or receivable from participants | 2017-12-31 | $188,389 |
| 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 | $432,317 |
| Noncash contributions received | 2017-12-31 | $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 loans | 2017-12-31 | $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 year | 2017-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2017-12-31 | $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 | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| 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 | $20,588 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 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 | $360,879 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $242,101 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $242,101 |
| Total plan assets at end of year | 2016-12-31 | $2,517,331 |
| Total plan assets at beginning of year | 2016-12-31 | $2,398,553 |
| Value of fidelity bond covering the plan | 2016-12-31 | $262,689 |
| Total contributions received or receivable from participants | 2016-12-31 | $174,980 |
| 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 | $185,899 |
| Noncash contributions received | 2016-12-31 | $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 loans | 2016-12-31 | $29,899 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| 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 | $0 |
| 2015 : MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2015 401k financial data | ||
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $158,491 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $386,829 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $386,629 |
| Total plan assets at end of year | 2015-12-31 | $2,398,553 |
| Total plan assets at beginning of year | 2015-12-31 | $2,626,891 |
| Value of fidelity bond covering the plan | 2015-12-31 | $262,689 |
| Total contributions received or receivable from participants | 2015-12-31 | $152,099 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $6,392 |
| Noncash contributions received | 2015-12-31 | $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 loans | 2015-12-31 | $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 2510.3-102 | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $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 plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $351,284 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $310,078 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $309,928 |
| Total plan assets at end of year | 2014-12-31 | $2,626,891 |
| Total plan assets at beginning of year | 2014-12-31 | $2,585,685 |
| Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $160,635 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $1,294 |
| Other income received | 2014-12-31 | $189,355 |
| Noncash contributions received | 2014-12-31 | $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 loans | 2014-12-31 | $39,992 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $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 plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $726,813 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $426,037 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $425,862 |
| Total plan assets at end of year | 2013-12-31 | $2,585,685 |
| Total plan assets at beginning of year | 2013-12-31 | $2,284,909 |
| Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $188,605 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $538,208 |
| Noncash contributions received | 2013-12-31 | $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 loans | 2013-12-31 | $44,915 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $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 sources | 2012-12-31 | $736,947 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $126,181 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $125,897 |
| Total plan assets at end of year | 2012-12-31 | $2,284,909 |
| Total plan assets at beginning of year | 2012-12-31 | $1,674,143 |
| Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $184,661 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $262,287 |
| Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
| 2011 : MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $117,813 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $26,094 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $25,808 |
| Total plan assets at end of year | 2011-12-31 | $1,674,143 |
| Total plan assets at beginning of year | 2011-12-31 | $1,582,424 |
| Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $159,822 |
| Other income received | 2011-12-31 | $-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 loans | 2011-12-31 | $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 securities | 2011-12-31 | $0 |
| 2010 : MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $337,290 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $323,501 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $323,324 |
| Total plan assets at end of year | 2010-12-31 | $1,582,424 |
| Total plan assets at beginning of year | 2010-12-31 | $1,568,635 |
| Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $123,471 |
| Other income received | 2010-12-31 | $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 loans | 2010-12-31 | $38,380 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $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 securities | 2010-12-31 | $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 securities | 2009-12-31 | $0 |
| 2017: MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2017 form 5500 responses | ||
|---|---|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 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 |
| 2015: MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MILESTONE DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |
| Policy contract number | 613953 |
| Policy instance | 1 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |
| Policy contract number | 624312 |
| Policy instance | 2 |