How big is Milestone Financial Planning, LLC's plan?

Milestone Financial Planning, LLC's plan reported $1.1M in assets and 17 participants for 2024.

Original filing (PDF)20250702085336NAL0007483491001

Milestone Financial Planning, LLC

Name: Milestone Financial Planning, LLC — Milestone, Form 5500 (2024)
Creator: Milestone Financial Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milestone Financial Planning 401(k) Plan

401(k) retirement plan · Milestone Financial Planning, LLC's Milestone Financial Planning 401(k) Plan held $1.1M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Seth Larner signed Milestone Financial Planning, LLC's 2024 Form 5500 as plan administrator.

Seth Larner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Milestone Financial Planning, LLC's EIN is 10-0000873.

EIN 10-0000873

Plan number 001

Plan year 2024

ACK ID 20250702085336NAL0007483491001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Milestone Financial Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Milestone Financial Planning, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILESTONE FINANCIAL PLANNING, LLC.

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score