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Milestone Technologies, Inc 401(k) Profit Sharing Plan
Milestone Technologies, Inc, Fremont CA. Employer ID 943263696, plan number 001. Annual reports on file for 2009 to 2024.
Where the money went
Plans that moved money into this one:
- 2022: money from Software Management Consultants, Incorporated Retirement Trust moved in.
- 2022: money from Covestic, Inc. 401k Profit Sharing Plan moved in.
- 2023: money from Covestic, Inc. 401k Profit Sharing Plan moved in.
- Filed 2009-2024Milestone Technologies, Inc 401(k) Profit Sharing Plan, Milestone Technologies, Inc
- TodayMilestone Technologies, Inc 401(k) Profit Sharing Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2024 filing.
Left in 2011? Worth asking about employer money
- In plan year 2011, 39 people (22% of active participants) left before they were fully vested. Turnover that high can count as a partial plan termination (Revenue Ruling 2007-43), which requires full vesting of employer money for those who left. The plan may argue it was routine turnover. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2022: The plan reported that it didn't pay some benefits on time.
- 2023: The plan reported that it didn't pay some benefits on time.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2013 | 752 | 132 | Filing |
| 2014 | 1,470 | 89 | Filing |
| 2015 | 1,515 | 272 | Filing |
| 2016 | 1,698 | 244 | Filing |
| 2017 | 1,740 | 286 | Filing |
| 2018 | 1,842 | 245 | Filing |
| 2019 | 1,756 | 360 | Filing |
| 2020 | 1,619 | 345 | Filing |
| 2021 | 1,897 | 374 | Filing |
| 2022 | 2,720 | 796 | Filing |
| 2023 | 2,504 | 807 | Filing |
| 2024 | 2,674 | 772 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.