Wms Advisors, LLC

Rockville, MD

North Carolina

Registered In

05/21/2019

Incorp. Date

Foreign

Registration Type

Maryland

Foreign Jurisdiction

Company Summary

Wms Advisors, LLC at 6135 Park South Dr STE 510, Charlotte, Nc 28210 lists Tom Maclennan of Charlotte, NC as the associate.

Overview

Registered In

North Carolina

Incorporation Date

05/21/2019

Company Type

Limited Liability Company

Status

Withdrawn

Registration Type

Foreign

Foreign Jurisdiction

Maryland

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People

Secretary Of State Registered Agent	2 S SALISBURY ST, RALEIGH, NC 27601 PO BOX 29622, RALEIGH, NC 27626 (Mailing)
Tom Maclennan Executive Officer	6135 PARK SOUTH DR STE 510, CHARLOTTE, NC 28210

Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history

Map & Locations

6135 PARK SOUTH DR STE 510, CHARLOTTE, NC 28210 View Map

Showing current addresses only (1 of 2 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
2020	Plan NameWMS ADVISORS LLC 401(K) SAFE HARBOR PLAN Plan #002 Participants BOY/EOY5 / 4 Assets BOY/EOY$2,290,492 / $2,571,657	2020	WMS ADVISORS LLC 401(K) SAFE HARBOR PLAN - Plan #002	5 / 4	$2,290,492 / $2,571,657
2019	Plan NameWMS ADVISORS LLC 401(K) SAFE HARBOR PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,870,926 / $2,290,492	2019	WMS ADVISORS LLC 401(K) SAFE HARBOR PLAN - Plan #002	5 / 5	$1,870,926 / $2,290,492

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• North Carolina Secretary of State • U.S. Department of Labor