Wms Advisors, LLC
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
Company Type
Limited Liability Company
Status
Withdrawn
Registration Type
Foreign
Foreign Jurisdiction
Maryland
Search Other Resources
People
|
Secretary Of State
Registered Agent
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2 S SALISBURY ST, RALEIGH, NC 27601
PO BOX 29622, RALEIGH, NC 27626
(Mailing)
|
|
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Tom Maclennan
Executive Officer
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6135 PARK SOUTH DR STE 510, CHARLOTTE, NC 28210
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Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history
Map & Locations
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6135 PARK SOUTH DR STE 510, CHARLOTTE, NC 28210
View Map
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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 |
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
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