Original filing (PDF)20240617085421NAL0000947697001

Milestone Presentation, LLC

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

Form 5500-SF

FILING_RECEIVED

Milestone Presentation, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Milestone Presentation, LLC's Milestone Presentation, LLC 401(k) Profit Sharing Plan and Trust filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Richard Stone signed Milestone Presentation, LLC's 2023 Form 5500 as plan administrator.

Richard Stone — 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 Presentation, LLC's EIN is 84-1350241.

EIN 84-1350241

Plan number 001

Plan year 2023

ACK ID 20240617085421NAL0000947697001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score