Original filing (PDF)20250430094449NAL0001724913001

Milestone Lending LLC

Name: Milestone Lending LLC — Milestone Lending LLC CBS, Form 5500 (2023)
Creator: Milestone Lending LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milestone Lending LLC CBS Benefit Plan

Health & welfare plan · Milestone Lending LLC's Milestone Lending LLC CBS Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Joseph HSU signed Milestone Lending LLC's 2023 Form 5500 as plan administrator.

Joseph HSU — 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 Lending LLC's EIN is 82-0880399.

EIN 82-0880399

Plan number 501

Plan year 2023

ACK ID 20250430094449NAL0001724913001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Milestone Lending LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Milestone Lending LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score