Wm Partners Services LLC
Plan context: Wm Partners Services 401(K) Plan
EIN 85-1590371 • Scottsdale, AZ • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$570,477
2025 Contributions
$82,440
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Wm Partners Services 401(K) Plan | - | 0 | $0 | - | - |
| 2024 | 1 | 3 | $570,477 | $82,440 | $27,480iApproximate average salary by contribution assumption: employee only about $687,000 at 4% or $458,000 at 6%; with 50% employer match about $458,000 at 4% or $305,333 at 6%; with 100% employer match about $343,500 at 4% or $229,000 at 6%. |
| Wm Partners Services 401(K) Plan | - | 3 | $570,477 | $82,440 | $27,480iApproximate average salary by contribution assumption: employee only about $687,000 at 4% or $458,000 at 6%; with 50% employer match about $458,000 at 4% or $305,333 at 6%; with 100% employer match about $343,500 at 4% or $229,000 at 6%. |
| 2023 | 1 | 3 | $1,778,813 | $1,478,729 | $492,910iApproximate average salary by contribution assumption: employee only about $12,322,742 at 4% or $8,215,161 at 6%; with 50% employer match about $8,215,161 at 4% or $5,476,774 at 6%; with 100% employer match about $6,161,371 at 4% or $4,107,581 at 6%. |
| Wm Partners Services 401(K) Plan | - | 3 | $1,778,813 | $1,478,729 | $492,910iApproximate average salary by contribution assumption: employee only about $12,322,742 at 4% or $8,215,161 at 6%; with 50% employer match about $8,215,161 at 4% or $5,476,774 at 6%; with 100% employer match about $6,161,371 at 4% or $4,107,581 at 6%. |
| 2022 | 1 | 3 | $98,901 | $85,342 | $28,447iApproximate average salary by contribution assumption: employee only about $711,183 at 4% or $474,122 at 6%; with 50% employer match about $474,122 at 4% or $316,081 at 6%; with 100% employer match about $355,592 at 4% or $237,061 at 6%. |
| Wm Partners Services 401(K) Plan | - | 3 | $98,901 | $85,342 | $28,447iApproximate average salary by contribution assumption: employee only about $711,183 at 4% or $474,122 at 6%; with 50% employer match about $474,122 at 4% or $316,081 at 6%; with 100% employer match about $355,592 at 4% or $237,061 at 6%. |
| 2021 | 1 | 1 | $24,954 | $26,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| Wm Partners Services 401(K) Plan | - | 1 | $24,954 | $26,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |