Civic Intelligence

WMS ADVISORS, LLC

Plan context: WMS ADVISORS LLC 401(K) SAFE HARBOR PLAN

EIN 37-1930388 • Charlotte, NC • 11 filings • 2 plans

6135 Park South Drive, Suite 510Charlotte, NC 28210
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$4,596,403

2025 Contributions

$188,715

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,596,403$2,298,202$0201920222025YearValue
$4,596,403Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530201920222025YearValue
5Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202525$4,596,403$188,715$37,743iApproximate average salary by contribution assumption: employee only about $943,575 at 4% or $629,050 at 6%; with 50% employer match about $629,050 at 4% or $419,367 at 6%; with 100% employer match about $471,788 at 4% or $314,525 at 6%.
WMS ADVISORS LLC 401(K) SAFE HARBOR PLAN-5$3,868,216$68,245$13,649iApproximate average salary by contribution assumption: employee only about $341,225 at 4% or $227,483 at 6%; with 50% employer match about $227,483 at 4% or $151,656 at 6%; with 100% employer match about $170,613 at 4% or $113,742 at 6%.
WMS ADVISORS, LLC CASH BALANCE PLAN-3$728,187$120,470$40,157iApproximate average salary by contribution assumption: employee only about $1,003,917 at 4% or $669,278 at 6%; with 50% employer match about $669,278 at 4% or $446,185 at 6%; with 100% employer match about $501,958 at 4% or $334,639 at 6%.
202425$3,983,350$182,009$36,402iApproximate average salary by contribution assumption: employee only about $910,045 at 4% or $606,697 at 6%; with 50% employer match about $606,697 at 4% or $404,464 at 6%; with 100% employer match about $455,023 at 4% or $303,348 at 6%.
WMS ADVISORS LLC 401(K) SAFE HARBOR PLAN-5$3,435,161$62,896$12,579iApproximate average salary by contribution assumption: employee only about $314,480 at 4% or $209,653 at 6%; with 50% employer match about $209,653 at 4% or $139,769 at 6%; with 100% employer match about $157,240 at 4% or $104,827 at 6%.
WMS ADVISORS, LLC CASH BALANCE PLAN-3$548,189$119,113$39,704iApproximate average salary by contribution assumption: employee only about $992,608 at 4% or $661,739 at 6%; with 50% employer match about $661,739 at 4% or $441,159 at 6%; with 100% employer match about $496,304 at 4% or $330,869 at 6%.
202325$3,405,169$183,734$36,747iApproximate average salary by contribution assumption: employee only about $918,670 at 4% or $612,447 at 6%; with 50% employer match about $612,447 at 4% or $408,298 at 6%; with 100% employer match about $459,335 at 4% or $306,223 at 6%.
WMS ADVISORS LLC 401(K) SAFE HARBOR PLAN-5$3,018,188$65,991$13,198iApproximate average salary by contribution assumption: employee only about $329,955 at 4% or $219,970 at 6%; with 50% employer match about $219,970 at 4% or $146,647 at 6%; with 100% employer match about $164,978 at 4% or $109,985 at 6%.
WMS ADVISORS, LLC CASH BALANCE PLAN-3$386,981$117,743$39,248iApproximate average salary by contribution assumption: employee only about $981,192 at 4% or $654,128 at 6%; with 50% employer match about $654,128 at 4% or $436,085 at 6%; with 100% employer match about $490,596 at 4% or $327,064 at 6%.
202225$2,754,020$177,994$35,599iApproximate average salary by contribution assumption: employee only about $889,970 at 4% or $593,313 at 6%; with 50% employer match about $593,313 at 4% or $395,542 at 6%; with 100% employer match about $444,985 at 4% or $296,657 at 6%.
WMS ADVISORS LLC 401(K) SAFE HARBOR PLAN-5$2,520,939$58,098$11,620iApproximate average salary by contribution assumption: employee only about $290,490 at 4% or $193,660 at 6%; with 50% employer match about $193,660 at 4% or $129,107 at 6%; with 100% employer match about $145,245 at 4% or $96,830 at 6%.
WMS ADVISORS, LLC CASH BALANCE PLAN-3$233,081$119,896$39,965iApproximate average salary by contribution assumption: employee only about $999,133 at 4% or $666,089 at 6%; with 50% employer match about $666,089 at 4% or $444,059 at 6%; with 100% employer match about $499,567 at 4% or $333,044 at 6%.
202114$3,025,293$462,589$115,647iApproximate average salary by contribution assumption: employee only about $2,891,181 at 4% or $1,927,454 at 6%; with 50% employer match about $1,927,454 at 4% or $1,284,969 at 6%; with 100% employer match about $1,445,591 at 4% or $963,727 at 6%.
WMS ADVISORS LLC 401(K) SAFE HARBOR PLAN-4$3,025,293$462,589$115,647iApproximate average salary by contribution assumption: employee only about $2,891,181 at 4% or $1,927,454 at 6%; with 50% employer match about $1,927,454 at 4% or $1,284,969 at 6%; with 100% employer match about $1,445,591 at 4% or $963,727 at 6%.
202014$2,571,657$83,548$20,887iApproximate average salary by contribution assumption: employee only about $522,175 at 4% or $348,117 at 6%; with 50% employer match about $348,117 at 4% or $232,078 at 6%; with 100% employer match about $261,088 at 4% or $174,058 at 6%.
WMS ADVISORS LLC 401(K) SAFE HARBOR PLAN-4$2,571,657$83,548$20,887iApproximate average salary by contribution assumption: employee only about $522,175 at 4% or $348,117 at 6%; with 50% employer match about $348,117 at 4% or $232,078 at 6%; with 100% employer match about $261,088 at 4% or $174,058 at 6%.
201915$2,290,492$80,045$16,009iApproximate average salary by contribution assumption: employee only about $400,225 at 4% or $266,817 at 6%; with 50% employer match about $266,817 at 4% or $177,878 at 6%; with 100% employer match about $200,113 at 4% or $133,408 at 6%.
WMS ADVISORS LLC 401(K) SAFE HARBOR PLAN-5$2,290,492$80,045$16,009iApproximate average salary by contribution assumption: employee only about $400,225 at 4% or $266,817 at 6%; with 50% employer match about $266,817 at 4% or $177,878 at 6%; with 100% employer match about $200,113 at 4% or $133,408 at 6%.