Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$2,872,673
2025 Contributions
$264,729
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 | 7 | $2,872,673 | $264,729 | $37,818iApproximate average salary by contribution assumption: employee only about $945,461 at 4% or $630,307 at 6%; with 50% employer match about $630,307 at 4% or $420,205 at 6%; with 100% employer match about $472,730 at 4% or $315,154 at 6%. |
| WMFS LLC 401(K) PLAN | - | 7 | $2,872,673 | $264,729 | $37,818iApproximate average salary by contribution assumption: employee only about $945,461 at 4% or $630,307 at 6%; with 50% employer match about $630,307 at 4% or $420,205 at 6%; with 100% employer match about $472,730 at 4% or $315,154 at 6%. |
| 2024 | 1 | 7 | $2,379,191 | $246,081 | $35,154iApproximate average salary by contribution assumption: employee only about $878,861 at 4% or $585,907 at 6%; with 50% employer match about $585,907 at 4% or $390,605 at 6%; with 100% employer match about $439,430 at 4% or $292,954 at 6%. |
| WMFS LLC 401(K) PLAN | - | 7 | $2,379,191 | $246,081 | $35,154iApproximate average salary by contribution assumption: employee only about $878,861 at 4% or $585,907 at 6%; with 50% employer match about $585,907 at 4% or $390,605 at 6%; with 100% employer match about $439,430 at 4% or $292,954 at 6%. |
| 2023 | 1 | 7 | $1,866,284 | $248,571 | $35,510iApproximate average salary by contribution assumption: employee only about $887,754 at 4% or $591,836 at 6%; with 50% employer match about $591,836 at 4% or $394,557 at 6%; with 100% employer match about $443,877 at 4% or $295,918 at 6%. |
| WMFS LLC 401(K) PLAN | - | 7 | $1,866,284 | $248,571 | $35,510iApproximate average salary by contribution assumption: employee only about $887,754 at 4% or $591,836 at 6%; with 50% employer match about $591,836 at 4% or $394,557 at 6%; with 100% employer match about $443,877 at 4% or $295,918 at 6%. |
| 2022 | 1 | 5 | $1,312,656 | $1,434,623 | $286,925iApproximate average salary by contribution assumption: employee only about $7,173,115 at 4% or $4,782,077 at 6%; with 50% employer match about $4,782,077 at 4% or $3,188,051 at 6%; with 100% employer match about $3,586,557 at 4% or $2,391,038 at 6%. |
| WMFS LLC 401(K) PLAN | - | 5 | $1,312,656 | $1,434,623 | $286,925iApproximate average salary by contribution assumption: employee only about $7,173,115 at 4% or $4,782,077 at 6%; with 50% employer match about $4,782,077 at 4% or $3,188,051 at 6%; with 100% employer match about $3,586,557 at 4% or $2,391,038 at 6%. |