Wms Advisors, LLC
Florida
Registered In
04/18/2012
Incorp. Date
Foreign
Registration Type
Maryland
Foreign Jurisdiction
Company Summary
Wms Advisors, LLC at 6135 Park South Dr, Charlotte, Nc 28210 lists Williams David R of Naples, FL and Maclennan Thomas Gjr. of Charlotte, NC as the associates.
Overview
Registered In
Florida
Incorporation Date
Company Type
Foreign Limited Liability Co.
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Maryland
EIN
37-1930388
Website
Email
*********@wmsadvisors.com
Search Other Resources
People
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Williams David R
Registered Agent
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6669 COSTA CIR, NAPLES, FL 34113
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Williams David R
Manager
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6669 COSTA CIR, NAPLES, FL 34113
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Maclennan Thomas Gjr.
Manager
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6135 PARK SOUTH DR, CHARLOTTE, NC 28210
(View Past Addresses)
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Showing current associates only (3 of 4 total associates). Create a free account to see the full associate history
Map & Locations
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6135 PARK SOUTH DR, CHARLOTTE, NC 28210
View Map
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6669 COSTA CIR, NAPLES, FL 34113
(Mailing)
View Map
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Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history
Financials
Financial Information for Wms Advisors, LLC
Form 5500
WMS ADVISORS, LLC
11300 Rockville Pike, Suite 800, Rockville, Md 20852 (301) 294-7804 EIN:37-1930388 Plan Admin:Thomas Maclennan| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWMS ADVISORS LLC 401(K) SAFE HARBOR PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,520,939 / $3,018,188 | 2023 | WMS ADVISORS LLC 401(K) SAFE HARBOR PLAN - Plan #002 | 5 / 5 | $2,520,939 / $3,018,188 |
| 2023 | Plan NameWMS ADVISORS, LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY3 / 3 Assets BOY/EOY$233,081 / $386,981 | 2023 | WMS ADVISORS, LLC CASH BALANCE PLAN - Plan #003 | 3 / 3 | $233,081 / $386,981 |
| 2022 | Plan NameWMS ADVISORS LLC 401(K) SAFE HARBOR PLAN Plan #002 Participants BOY/EOY4 / 5 Assets BOY/EOY$3,025,293 / $2,520,939 | 2022 | WMS ADVISORS LLC 401(K) SAFE HARBOR PLAN - Plan #002 | 4 / 5 | $3,025,293 / $2,520,939 |
| 2022 | Plan NameWMS ADVISORS, LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY2 / 3 Assets BOY/EOY$124,554 / $233,081 | 2022 | WMS ADVISORS, LLC CASH BALANCE PLAN - Plan #003 | 2 / 3 | $124,554 / $233,081 |
| 2021 | Plan NameWMS ADVISORS LLC 401(K) SAFE HARBOR PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,571,657 / $3,025,293 | 2021 | WMS ADVISORS LLC 401(K) SAFE HARBOR PLAN - Plan #002 | 4 / 4 | $2,571,657 / $3,025,293 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• Florida Department of State • U.S. Department of Labor
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