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| Company Name: | WMS PARTNERS LLC |
| Employer identification number (EIN): | 521852466 |
| NAIC Classification: | 523110 |
| NAIC Description: | Investment Banking and Securities Dealing |
Additional information about WMS PARTNERS LLC
| Jurisdiction of Incorporation: | |
| Incorporation Date: | |
| Company Identification Number: |
More information about WMS PARTNERS LLC
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-07-01 | |||||
| Date last seen: 2025-09-30 | |||||
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2008-07-01 | ||||||
| Date last seen: 2025-11-20 | ||||||
| 401k Sponsor USA Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2008-07-01 | ||||||
| Date last seen: 2025-07-29 | ||||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | WMS PARTNERS LLC CASH BALANCE PLAN | 2012-01-01 | 2008-01-01 |
| 001 | WMS PARTNERS, LLC 401(K) PROFIT SHARING PLAN | 2011-01-01 | 2002-07-01 |
| 501 | WMS PARTNERS, LLC EMPLOYEE BENEFIT PLAN | 2021-12-01 | 2021-12-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2018-01-12 | Employer Contributions | $ 20,322 | |||
| 2018-01-12 | Employee Contributions | $ 20,322 | |||
| 2017-12-27 | Employer Contributions | $ 150,592 | |||
| 2017-12-27 | Employee Contributions | $ 150,592 | |||
| 2017-09-28 | Employer Contributions | $ 164,175 | |||
| 2017-09-28 | Employee Contributions | $ 164,175 | |||
| 2017-07-03 | Employer Contributions | $ 15,617 | |||
| 2017-07-03 | Employee Contributions | $ 15,617 | |||
| 2017-06-22 | Employer Contributions | $ 173,919 | |||
| 2017-06-22 | Employee Contributions | $ 173,919 | |||
| 2017-03-03 | Employer Contributions | $ 189,201 | |||
| 2017-03-03 | Employee Contributions | $ 189,201 | |||
| 2016-12-28 | Employer Contributions | $ 169,706 | |||
| 2016-12-28 | Employee Contributions | $ 169,706 | |||
| 2016-10-12 | Employer Contributions | $ 2,294 | |||
| 2016-10-12 | Employee Contributions | $ 2,294 | |||
| 2016-09-21 | Employer Contributions | $ 185,328 | |||
| 2016-09-21 | Employee Contributions | $ 185,328 | |||
| 2016-06-28 | Employer Contributions | $ 183,610 | |||
| 2016-06-28 | Employee Contributions | $ 183,610 | |||
| 2016-03-30 | Employer Contributions | $ 161,275 | |||
| 2016-03-30 | Employee Contributions | $ 161,275 | |||
| 2015-12-30 | Employer Contributions | $ 165,293 | |||
| 2015-12-30 | Employee Contributions | $ 165,293 | |||
| 2015-10-20 | Employer Contributions | $ 12,500 | |||
| 2015-10-20 | Employee Contributions | $ 12,500 | |||
| 2015-09-18 | Employer Contributions | $ 164,640 | |||
| 2015-09-18 | Employee Contributions | $ 164,640 | |||
| 2015-07-29 | Employer Contributions | $ 12,500 | |||
| 2015-07-29 | Employee Contributions | $ 12,500 | |||
| 2015-06-30 | Employer Contributions | $ 162,050 | |||
| 2015-06-30 | Employee Contributions | $ 162,050 | |||
| 2015-04-21 | Employer Contributions | $ 12,500 | |||
| 2015-04-21 | Employee Contributions | $ 12,500 | |||
| 2015-03-31 | Employer Contributions | $ 160,427 | |||
| 2015-03-31 | Employee Contributions | $ 160,427 | |||
| 2015-01-21 | Employer Contributions | $ 12,500 | |||
| 2015-01-21 | Employee Contributions | $ 12,500 | |||
| 2014-12-31 | Employer Contributions | $ 163,090 | |||
| 2014-12-31 | Employee Contributions | $ 163,090 | |||
| 2014-10-21 | Employer Contributions | $ 12,500 | |||
| 2014-10-21 | Employee Contributions | $ 12,500 | |||
| 2014-09-23 | Employer Contributions | $ 160,945 | |||
| 2014-09-23 | Employee Contributions | $ 160,945 | |||
| 2014-07-21 | Employer Contributions | $ 12,500 | |||
| 2014-07-21 | Employee Contributions | $ 12,500 | |||
| 2014-06-17 | Employer Contributions | $ 163,971 | |||
| 2014-06-17 | Employee Contributions | $ 163,971 | |||
| 2014-04-15 | Employer Contributions | $ 12,500 | |||
| 2014-04-15 | Employee Contributions | $ 12,500 | |||
| 2014-03-25 | Employer Contributions | $ 12,500 | |||
| 2014-03-25 | Employee Contributions | $ 12,500 | |||
| 2013-12-27 | Employer Contributions | $ 158,037 | |||
| 2013-12-27 | Employee Contributions | $ 158,037 | |||
| 2013-10-15 | Employer Contributions | $ 12,500 | |||
| 2013-10-15 | Employee Contributions | $ 12,500 | |||
| 2013-09-26 | Employer Contributions | $ 158,575 | |||
| 2013-09-26 | Employee Contributions | $ 158,575 | |||
| 2013-07-12 | Employer Contributions | $ 12,500 | |||
| 2013-07-12 | Employee Contributions | $ 12,500 | |||
| 2013-06-28 | Employer Contributions | $ 83,575 | |||
| 2013-06-28 | Employee Contributions | $ 83,575 | |||
| 2013-04-09 | Employer Contributions | $ 12,500 | |||
| 2013-04-09 | Employee Contributions | $ 12,500 | |||
| 2013-04-01 | Employer Contributions | $ 84,000 | |||
| 2013-04-01 | Employee Contributions | $ 84,000 | |||
| 2013-01-15 | Employer Contributions | $ 12,500 | |||
| 2013-01-15 | Employee Contributions | $ 12,500 | |||
| 2012-11-02 | Employer Contributions | $ 80,000 | |||
| 2012-11-02 | Employee Contributions | $ 80,000 | |||
| 2012-10-05 | Employer Contributions | $ 12,500 | |||
| 2012-10-05 | Employee Contributions | $ 12,500 | |||
| 2012-09-04 | Employer Contributions | $ 12,500 | |||
| 2012-09-04 | Employee Contributions | $ 12,500 | |||
| 2012-07-24 | Employer Contributions | $ 81,530 | |||
| 2012-07-24 | Employee Contributions | $ 81,530 | |||
| 2012-05-09 | Employer Contributions | $ 81,350 | |||
| 2012-05-09 | Employee Contributions | $ 81,350 | |||
| 2012-04-17 | Employer Contributions | $ 12,500 | |||
| 2012-04-17 | Employee Contributions | $ 12,500 | |||
| 2012-01-18 | Employer Contributions | $ 94,750 | |||
| 2012-01-18 | Employee Contributions | $ 94,750 | |||
| 2011-12-19 | Employer Contributions | $ 37,500 | |||
| 2011-12-19 | Employee Contributions | $ 37,500 | |||
| 2011-11-15 | Employer Contributions | $ 63,000 | |||
| 2011-11-15 | Employee Contributions | $ 63,000 | |||
| 2011-09-13 | Employer Contributions | $ 12,500 | |||
| 2011-09-13 | Employee Contributions | $ 12,500 | |||
| 2011-07-22 | Employer Contributions | $ 63,000 | |||
| 2011-07-22 | Employee Contributions | $ 63,000 | |||
| 2011-06-14 | Employer Contributions | $ 25,000 | |||
| 2011-06-14 | Employee Contributions | $ 25,000 | |||
| 2011-04-27 | Employer Contributions | $ 63,000 | |||
| 2011-04-27 | Employee Contributions | $ 63,000 | |||
| 2011-03-22 | Employer Contributions | $ 25,000 | |||
| 2011-03-22 | Employee Contributions | $ 25,000 | |||
| 2011-03-01 | Employer Contributions | $ 63,000 | |||
| 2011-03-01 | Employee Contributions | $ 63,000 | |||
| 2010-12-13 | Employer Contributions | $ 62,000 | |||
| 2010-12-13 | Employee Contributions | $ 62,000 | |||
| 2010-11-08 | Employer Contributions | $ 50,000 | |||
| 2010-11-08 | Employee Contributions | $ 50,000 | |||
| 2010-08-11 | Employer Contributions | $ 50,000 | |||
| 2010-08-11 | Employee Contributions | $ 50,000 | |||
| 2010-08-03 | Employer Contributions | $ 128,000 | |||
| 2010-08-03 | Employee Contributions | $ 128,000 | |||
| 2010-05-10 | Employer Contributions | $ 52,500 | |||
| 2010-05-10 | Employee Contributions | $ 52,500 |
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