Civic Intelligence

Wms Partners LLC

Plan context: Wms Partners LLC Employee Benefit Plan

EIN 52-1852466 • Towson, MD • 38 filings • 7 plans

1 West Pennsylvania Ave.Suite 800Towson, MD 21204
Current Snapshot

Latest Year

2024

2024 Participants

78

2024 Assets

$17,002

2024 Contributions

$918,573

Historical Graphs

Total Assets Over Time

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

$15,882,406$7,941,203$0200220132024YearValue
$17,002Latest year 2024

Participants Over Time

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

95480200220132024YearValue
78Latest year 2024

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
2024278$17,002$918,573$11,777iApproximate average salary by contribution assumption: employee only about $294,414 at 4% or $196,276 at 6%; with 50% employer match about $196,276 at 4% or $130,851 at 6%; with 100% employer match about $147,207 at 4% or $98,138 at 6%.
Wms Partners LLC Employee Benefit Plan-78$17,002$837,244$10,734iApproximate average salary by contribution assumption: employee only about $268,347 at 4% or $178,898 at 6%; with 50% employer match about $178,898 at 4% or $119,266 at 6%; with 100% employer match about $134,174 at 4% or $89,449 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-0$0$81,329-
2023295$15,882,406$2,412,184$25,391iApproximate average salary by contribution assumption: employee only about $634,785 at 4% or $423,190 at 6%; with 50% employer match about $423,190 at 4% or $282,127 at 6%; with 100% employer match about $317,393 at 4% or $211,595 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-95$15,694,964$1,617,472$17,026iApproximate average salary by contribution assumption: employee only about $425,651 at 4% or $283,767 at 6%; with 50% employer match about $283,767 at 4% or $189,178 at 6%; with 100% employer match about $212,825 at 4% or $141,884 at 6%.
Wms Partners LLC Employee Benefit Plan-67$187,442$794,712$11,861iApproximate average salary by contribution assumption: employee only about $296,534 at 4% or $197,690 at 6%; with 50% employer match about $197,690 at 4% or $131,793 at 6%; with 100% employer match about $148,267 at 4% or $98,845 at 6%.
2022293$12,426,668$1,391,258$14,960iApproximate average salary by contribution assumption: employee only about $373,994 at 4% or $249,329 at 6%; with 50% employer match about $249,329 at 4% or $166,220 at 6%; with 100% employer match about $186,997 at 4% or $124,665 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-93$12,374,216$1,336,274$14,369iApproximate average salary by contribution assumption: employee only about $359,213 at 4% or $239,476 at 6%; with 50% employer match about $239,476 at 4% or $159,650 at 6%; with 100% employer match about $179,607 at 4% or $119,738 at 6%.
Wms Partners LLC Employee Benefit Plan-81$52,452$54,984$679iApproximate average salary by contribution assumption: employee only about $16,970 at 4% or $11,314 at 6%; with 50% employer match about $11,314 at 4% or $7,542 at 6%; with 100% employer match about $8,485 at 4% or $5,657 at 6%.
2021279$15,389,874$1,722,527$21,804iApproximate average salary by contribution assumption: employee only about $545,103 at 4% or $363,402 at 6%; with 50% employer match about $363,402 at 4% or $242,268 at 6%; with 100% employer match about $272,552 at 4% or $181,701 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-77$15,294,622$1,099,498$14,279iApproximate average salary by contribution assumption: employee only about $356,980 at 4% or $237,987 at 6%; with 50% employer match about $237,987 at 4% or $158,658 at 6%; with 100% employer match about $178,490 at 4% or $118,993 at 6%.
Wms Partners LLC Employee Benefit Plan-79$95,252$623,029$7,886iApproximate average salary by contribution assumption: employee only about $197,161 at 4% or $131,441 at 6%; with 50% employer match about $131,441 at 4% or $87,627 at 6%; with 100% employer match about $98,581 at 4% or $65,720 at 6%.
2020171$13,725,224$2,160,073$30,424iApproximate average salary by contribution assumption: employee only about $760,589 at 4% or $507,059 at 6%; with 50% employer match about $507,059 at 4% or $338,040 at 6%; with 100% employer match about $380,295 at 4% or $253,530 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-71$13,725,224$2,160,073$30,424iApproximate average salary by contribution assumption: employee only about $760,589 at 4% or $507,059 at 6%; with 50% employer match about $507,059 at 4% or $338,040 at 6%; with 100% employer match about $380,295 at 4% or $253,530 at 6%.
2019169$11,133,456$921,246$13,351iApproximate average salary by contribution assumption: employee only about $333,785 at 4% or $222,523 at 6%; with 50% employer match about $222,523 at 4% or $148,349 at 6%; with 100% employer match about $166,892 at 4% or $111,262 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-69$11,133,456$921,246$13,351iApproximate average salary by contribution assumption: employee only about $333,785 at 4% or $222,523 at 6%; with 50% employer match about $222,523 at 4% or $148,349 at 6%; with 100% employer match about $166,892 at 4% or $111,262 at 6%.
2018266$8,139,635$1,419,748$21,511iApproximate average salary by contribution assumption: employee only about $537,783 at 4% or $358,522 at 6%; with 50% employer match about $358,522 at 4% or $239,015 at 6%; with 100% employer match about $268,892 at 4% or $179,261 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-66$8,139,635$1,419,748$21,511iApproximate average salary by contribution assumption: employee only about $537,783 at 4% or $358,522 at 6%; with 50% employer match about $358,522 at 4% or $239,015 at 6%; with 100% employer match about $268,892 at 4% or $179,261 at 6%.
WMS PARTNERS LLC CASH BALANCE PLAN-0$0$0-
2017248$13,506,923$1,415,892$29,498iApproximate average salary by contribution assumption: employee only about $737,444 at 4% or $491,629 at 6%; with 50% employer match about $491,629 at 4% or $327,753 at 6%; with 100% employer match about $368,722 at 4% or $245,815 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-48$7,759,794$702,066$14,626iApproximate average salary by contribution assumption: employee only about $365,659 at 4% or $243,773 at 6%; with 50% employer match about $243,773 at 4% or $162,515 at 6%; with 100% employer match about $182,830 at 4% or $121,886 at 6%.
WMS PARTNERS LLC CASH BALANCE PLAN-44$5,747,129$713,826$16,223iApproximate average salary by contribution assumption: employee only about $405,583 at 4% or $270,389 at 6%; with 50% employer match about $270,389 at 4% or $180,259 at 6%; with 100% employer match about $202,791 at 4% or $135,194 at 6%.
2016245$11,168,515$1,643,285$36,517iApproximate average salary by contribution assumption: employee only about $912,936 at 4% or $608,624 at 6%; with 50% employer match about $608,624 at 4% or $405,749 at 6%; with 100% employer match about $456,468 at 4% or $304,312 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-45$6,385,866$941,072$20,913iApproximate average salary by contribution assumption: employee only about $522,818 at 4% or $348,545 at 6%; with 50% employer match about $348,545 at 4% or $232,363 at 6%; with 100% employer match about $261,409 at 4% or $174,273 at 6%.
WMS PARTNERS LLC CASH BALANCE PLAN-37$4,782,649$702,213$18,979iApproximate average salary by contribution assumption: employee only about $474,468 at 4% or $316,312 at 6%; with 50% employer match about $316,312 at 4% or $210,875 at 6%; with 100% employer match about $237,234 at 4% or $158,156 at 6%.
2015245$8,999,209$1,305,342$29,008iApproximate average salary by contribution assumption: employee only about $725,190 at 4% or $483,460 at 6%; with 50% employer match about $483,460 at 4% or $322,307 at 6%; with 100% employer match about $362,595 at 4% or $241,730 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-45$5,102,574$602,932$13,398iApproximate average salary by contribution assumption: employee only about $334,962 at 4% or $223,308 at 6%; with 50% employer match about $223,308 at 4% or $148,872 at 6%; with 100% employer match about $167,481 at 4% or $111,654 at 6%.
WMS PARTNERS LLC CASH BALANCE PLAN-38$3,896,635$702,410$18,484iApproximate average salary by contribution assumption: employee only about $462,112 at 4% or $308,075 at 6%; with 50% employer match about $308,075 at 4% or $205,383 at 6%; with 100% employer match about $231,056 at 4% or $154,037 at 6%.
2014242$7,516,050$1,236,590$29,443iApproximate average salary by contribution assumption: employee only about $736,065 at 4% or $490,710 at 6%; with 50% employer match about $490,710 at 4% or $327,140 at 6%; with 100% employer match about $368,033 at 4% or $245,355 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-42$4,467,096$542,461$12,916iApproximate average salary by contribution assumption: employee only about $322,893 at 4% or $215,262 at 6%; with 50% employer match about $215,262 at 4% or $143,508 at 6%; with 100% employer match about $161,447 at 4% or $107,631 at 6%.
WMS PARTNERS LLC CASH BALANCE PLAN-35$3,048,954$694,129$19,832iApproximate average salary by contribution assumption: employee only about $495,806 at 4% or $330,538 at 6%; with 50% employer match about $330,538 at 4% or $220,358 at 6%; with 100% employer match about $247,903 at 4% or $165,269 at 6%.
2013237$6,036,824$1,027,227$27,763iApproximate average salary by contribution assumption: employee only about $694,072 at 4% or $462,715 at 6%; with 50% employer match about $462,715 at 4% or $308,477 at 6%; with 100% employer match about $347,036 at 4% or $231,357 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-37$3,773,663$493,040$13,325iApproximate average salary by contribution assumption: employee only about $333,135 at 4% or $222,090 at 6%; with 50% employer match about $222,090 at 4% or $148,060 at 6%; with 100% employer match about $166,568 at 4% or $111,045 at 6%.
WMS PARTNERS LLC CASH BALANCE PLAN-33$2,263,161$534,187$16,187iApproximate average salary by contribution assumption: employee only about $404,687 at 4% or $269,791 at 6%; with 50% employer match about $269,791 at 4% or $179,861 at 6%; with 100% employer match about $202,344 at 4% or $134,896 at 6%.
2012231$4,518,716$929,370$29,980iApproximate average salary by contribution assumption: employee only about $749,492 at 4% or $499,661 at 6%; with 50% employer match about $499,661 at 4% or $333,108 at 6%; with 100% employer match about $374,746 at 4% or $249,831 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-31$2,830,640$554,240$17,879iApproximate average salary by contribution assumption: employee only about $446,968 at 4% or $297,978 at 6%; with 50% employer match about $297,978 at 4% or $198,652 at 6%; with 100% employer match about $223,484 at 4% or $148,989 at 6%.
WMS PARTNERS LLC CASH BALANCE PLAN-28$1,688,076$375,130$13,398iApproximate average salary by contribution assumption: employee only about $334,938 at 4% or $223,292 at 6%; with 50% employer match about $223,292 at 4% or $148,861 at 6%; with 100% employer match about $167,469 at 4% or $111,646 at 6%.
2011222$3,302,575$731,492$33,250iApproximate average salary by contribution assumption: employee only about $831,241 at 4% or $554,161 at 6%; with 50% employer match about $554,161 at 4% or $369,440 at 6%; with 100% employer match about $415,620 at 4% or $277,080 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-22$2,088,105$379,492$17,250iApproximate average salary by contribution assumption: employee only about $431,241 at 4% or $287,494 at 6%; with 50% employer match about $287,494 at 4% or $191,663 at 6%; with 100% employer match about $215,620 at 4% or $143,747 at 6%.
WMS PARTNERS, LLC CASH BALANCE PLAN-21$1,214,470$352,000$16,762iApproximate average salary by contribution assumption: employee only about $419,048 at 4% or $279,365 at 6%; with 50% employer match about $279,365 at 4% or $186,243 at 6%; with 100% employer match about $209,524 at 4% or $139,683 at 6%.
2010225$2,443,592$743,153$29,726iApproximate average salary by contribution assumption: employee only about $743,153 at 4% or $495,435 at 6%; with 50% employer match about $495,435 at 4% or $330,290 at 6%; with 100% employer match about $371,577 at 4% or $247,718 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-24$1,644,336$400,653$16,694iApproximate average salary by contribution assumption: employee only about $417,347 at 4% or $278,231 at 6%; with 50% employer match about $278,231 at 4% or $185,488 at 6%; with 100% employer match about $208,673 at 4% or $139,116 at 6%.
WMS PARTNERS, LLC CASH BALANCE PLAN-25$799,256$342,500$13,700iApproximate average salary by contribution assumption: employee only about $342,500 at 4% or $228,333 at 6%; with 50% employer match about $228,333 at 4% or $152,222 at 6%; with 100% employer match about $171,250 at 4% or $114,167 at 6%.
2009217$1,543,624$429,792$25,282iApproximate average salary by contribution assumption: employee only about $632,047 at 4% or $421,365 at 6%; with 50% employer match about $421,365 at 4% or $280,910 at 6%; with 100% employer match about $316,024 at 4% or $210,682 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-17$1,118,478$239,324$14,078iApproximate average salary by contribution assumption: employee only about $351,947 at 4% or $234,631 at 6%; with 50% employer match about $234,631 at 4% or $156,421 at 6%; with 100% employer match about $175,974 at 4% or $117,316 at 6%.
WMS PARTNERS, LLC CASH BALANCE PLAN-17$425,146$190,468$11,204iApproximate average salary by contribution assumption: employee only about $280,100 at 4% or $186,733 at 6%; with 50% employer match about $186,733 at 4% or $124,489 at 6%; with 100% employer match about $140,050 at 4% or $93,367 at 6%.
2008210$809,326$191,041$19,104iApproximate average salary by contribution assumption: employee only about $477,602 at 4% or $318,402 at 6%; with 50% employer match about $318,402 at 4% or $212,268 at 6%; with 100% employer match about $238,801 at 4% or $159,201 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-10$809,326$191,041$19,104iApproximate average salary by contribution assumption: employee only about $477,602 at 4% or $318,402 at 6%; with 50% employer match about $318,402 at 4% or $212,268 at 6%; with 100% employer match about $238,801 at 4% or $159,201 at 6%.
WMS PARTNERS, LLC CASH BALANCE PLAN-10---
200719$1,057,516$181,452$20,161iApproximate average salary by contribution assumption: employee only about $504,033 at 4% or $336,022 at 6%; with 50% employer match about $336,022 at 4% or $224,015 at 6%; with 100% employer match about $252,017 at 4% or $168,011 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-9$1,057,516$181,452$20,161iApproximate average salary by contribution assumption: employee only about $504,033 at 4% or $336,022 at 6%; with 50% employer match about $336,022 at 4% or $224,015 at 6%; with 100% employer match about $252,017 at 4% or $168,011 at 6%.
200618$801,130$168,917$21,115iApproximate average salary by contribution assumption: employee only about $527,866 at 4% or $351,910 at 6%; with 50% employer match about $351,910 at 4% or $234,607 at 6%; with 100% employer match about $263,933 at 4% or $175,955 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-8$801,130$168,917$21,115iApproximate average salary by contribution assumption: employee only about $527,866 at 4% or $351,910 at 6%; with 50% employer match about $351,910 at 4% or $234,607 at 6%; with 100% employer match about $263,933 at 4% or $175,955 at 6%.
200517$564,167$209,529$29,933iApproximate average salary by contribution assumption: employee only about $748,318 at 4% or $498,879 at 6%; with 50% employer match about $498,879 at 4% or $332,586 at 6%; with 100% employer match about $374,159 at 4% or $249,439 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-7$564,167$209,529$29,933iApproximate average salary by contribution assumption: employee only about $748,318 at 4% or $498,879 at 6%; with 50% employer match about $498,879 at 4% or $332,586 at 6%; with 100% employer match about $374,159 at 4% or $249,439 at 6%.
200416$381,335$134,457$22,410iApproximate average salary by contribution assumption: employee only about $560,238 at 4% or $373,492 at 6%; with 50% employer match about $373,492 at 4% or $248,994 at 6%; with 100% employer match about $280,119 at 4% or $186,746 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-6$381,335$134,457$22,410iApproximate average salary by contribution assumption: employee only about $560,238 at 4% or $373,492 at 6%; with 50% employer match about $373,492 at 4% or $248,994 at 6%; with 100% employer match about $280,119 at 4% or $186,746 at 6%.
200317$212,938$139,906$19,987iApproximate average salary by contribution assumption: employee only about $499,664 at 4% or $333,110 at 6%; with 50% employer match about $333,110 at 4% or $222,073 at 6%; with 100% employer match about $249,832 at 4% or $166,555 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-7$212,938$139,906$19,987iApproximate average salary by contribution assumption: employee only about $499,664 at 4% or $333,110 at 6%; with 50% employer match about $333,110 at 4% or $222,073 at 6%; with 100% employer match about $249,832 at 4% or $166,555 at 6%.
200216$50,449$50,513$8,419iApproximate average salary by contribution assumption: employee only about $210,471 at 4% or $140,314 at 6%; with 50% employer match about $140,314 at 4% or $93,543 at 6%; with 100% employer match about $105,235 at 4% or $70,157 at 6%.
Wms Partners LLC 401(K) Profit Sharing Plan-6$50,449$50,513$8,419iApproximate average salary by contribution assumption: employee only about $210,471 at 4% or $140,314 at 6%; with 50% employer match about $140,314 at 4% or $93,543 at 6%; with 100% employer match about $105,235 at 4% or $70,157 at 6%.