Milestone Retirement Communities 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2018. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Milestone Retirement Communities 401(k) Plan Facts (plan year 2018)

Plan name
MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MILESTONE RETIREMENT COMMUNITIES
Participants
1,595 (5,957 active employees)
Former employees with a balance
645
Plan assets
$5,872,599 at Dec 31, 2018
Average account balance
$3,245 across 1,810 accounts
Plan year
Jan 1, 2018 – Dec 31, 2018
Plan established
Jan 1, 2016
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2018 (Jan 1, 2018 – Dec 31, 2018), filed Dec 23, 2020. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2018

  • $1.04 million went into the plan in contributions.
  • $217,996 was paid out to participants.
  • Administrative expenses were $88,481, about $49 per account.

How the Milestone Retirement Communities 401(k) changed, 2016–2018

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20160$242,775—$2,270
20172,165$1.16 million—$130,507
20181,595$5.87 million—$217,996

Milestone Retirement Communities 401(k) Contact Information

Phone
360-882-4500
Mailing address
201 NE PARK PLAZA DR, STE 105, VANCOUVER WA 98684
Plan sponsor
MILESTONE RETIREMENT COMMUNITIES
Employer identification number (EIN)
26-1945355
Plan number
002

Questions about the Milestone Retirement Communities 401(k)

Is the Milestone Retirement Communities 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2018, and no later filing was found under this employer's EIN.

Does Milestone Retirement Communities contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Milestone Retirement Communities 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Milestone Retirement Communities 401(k) plan?

1,595 participants at the start of plan year 2018, 5,957 of them active employees, and 645 former employees who still had money in the plan.

What is the average 401(k) balance at Milestone Retirement Communities?

About $3,245 per account: $5.87 million in plan assets across 1,810 accounts with a balance at the end of plan year 2018.

Who manages the Milestone Retirement Communities 401(k) accounts?

The Standard is the plan's recordkeeper, which is where participants log in to see their balance.

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