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