Wms Consultants LLC
Plan context: Wms Consultants LLC 401(K) Profit Sharing Plan
EIN 91-1195166 • Mukilteo, WA • 24 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$2,155,713
2024 Contributions
$31,223
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $2,155,713 | $31,223 | $10,408iApproximate average salary by contribution assumption: employee only about $260,192 at 4% or $173,461 at 6%; with 50% employer match about $173,461 at 4% or $115,641 at 6%; with 100% employer match about $130,096 at 4% or $86,731 at 6%. |
| Wms Consultants LLC 401(K) Profit Sharing Plan | - | 3 | $2,155,713 | $31,223 | $10,408iApproximate average salary by contribution assumption: employee only about $260,192 at 4% or $173,461 at 6%; with 50% employer match about $173,461 at 4% or $115,641 at 6%; with 100% employer match about $130,096 at 4% or $86,731 at 6%. |
| 2023 | 1 | 3 | $1,800,449 | $44,940 | $14,980iApproximate average salary by contribution assumption: employee only about $374,500 at 4% or $249,667 at 6%; with 50% employer match about $249,667 at 4% or $166,444 at 6%; with 100% employer match about $187,250 at 4% or $124,833 at 6%. |
| Wms Consultants LLC 401(K) Profit Sharing Plan | - | 3 | $1,800,449 | $44,940 | $14,980iApproximate average salary by contribution assumption: employee only about $374,500 at 4% or $249,667 at 6%; with 50% employer match about $249,667 at 4% or $166,444 at 6%; with 100% employer match about $187,250 at 4% or $124,833 at 6%. |
| 2016 | 1 | 3 | $882,747 | $7,807 | $2,602iApproximate average salary by contribution assumption: employee only about $65,058 at 4% or $43,372 at 6%; with 50% employer match about $43,372 at 4% or $28,915 at 6%; with 100% employer match about $32,529 at 4% or $21,686 at 6%. |
| Wms Consultants LLC 401(K) Profit Sharing Plan | - | 3 | $882,747 | $7,807 | $2,602iApproximate average salary by contribution assumption: employee only about $65,058 at 4% or $43,372 at 6%; with 50% employer match about $43,372 at 4% or $28,915 at 6%; with 100% employer match about $32,529 at 4% or $21,686 at 6%. |
| 2015 | 1 | 3 | $810,955 | $24,927 | $8,309iApproximate average salary by contribution assumption: employee only about $207,725 at 4% or $138,483 at 6%; with 50% employer match about $138,483 at 4% or $92,322 at 6%; with 100% employer match about $103,863 at 4% or $69,242 at 6%. |
| Wms Consultants LLC 401(K) Profit Sharing Plan | - | 3 | $810,955 | $24,927 | $8,309iApproximate average salary by contribution assumption: employee only about $207,725 at 4% or $138,483 at 6%; with 50% employer match about $138,483 at 4% or $92,322 at 6%; with 100% employer match about $103,863 at 4% or $69,242 at 6%. |
| 2014 | 1 | 3 | $1,134,438 | $8,259 | $2,753iApproximate average salary by contribution assumption: employee only about $68,825 at 4% or $45,883 at 6%; with 50% employer match about $45,883 at 4% or $30,589 at 6%; with 100% employer match about $34,413 at 4% or $22,942 at 6%. |
| Wms Consultants LLC 401(K) Profit Sharing Plan | - | 3 | $1,134,438 | $8,259 | $2,753iApproximate average salary by contribution assumption: employee only about $68,825 at 4% or $45,883 at 6%; with 50% employer match about $45,883 at 4% or $30,589 at 6%; with 100% employer match about $34,413 at 4% or $22,942 at 6%. |
| 2013 | 1 | 3 | $1,182,003 | $12,144 | $4,048iApproximate average salary by contribution assumption: employee only about $101,200 at 4% or $67,467 at 6%; with 50% employer match about $67,467 at 4% or $44,978 at 6%; with 100% employer match about $50,600 at 4% or $33,733 at 6%. |
| Wms Consultants LLC 401(K) Profit Sharing Plan | - | 3 | $1,182,003 | $12,144 | $4,048iApproximate average salary by contribution assumption: employee only about $101,200 at 4% or $67,467 at 6%; with 50% employer match about $67,467 at 4% or $44,978 at 6%; with 100% employer match about $50,600 at 4% or $33,733 at 6%. |
| 2012 | 1 | 3 | $1,358,712 | $8,482 | $2,827iApproximate average salary by contribution assumption: employee only about $70,683 at 4% or $47,122 at 6%; with 50% employer match about $47,122 at 4% or $31,415 at 6%; with 100% employer match about $35,342 at 4% or $23,561 at 6%. |
| Wms Consultants LLC 401(K) Profit Sharing Plan | - | 3 | $1,358,712 | $8,482 | $2,827iApproximate average salary by contribution assumption: employee only about $70,683 at 4% or $47,122 at 6%; with 50% employer match about $47,122 at 4% or $31,415 at 6%; with 100% employer match about $35,342 at 4% or $23,561 at 6%. |
| 2011 | 2 | 5 | $1,715,339 | $147,675 | $29,535iApproximate average salary by contribution assumption: employee only about $738,375 at 4% or $492,250 at 6%; with 50% employer match about $492,250 at 4% or $328,167 at 6%; with 100% employer match about $369,188 at 4% or $246,125 at 6%. |
| Wms Consultants LLC 401(K) Profit Sharing Plan | - | 5 | $1,715,339 | $147,675 | $29,535iApproximate average salary by contribution assumption: employee only about $738,375 at 4% or $492,250 at 6%; with 50% employer match about $492,250 at 4% or $328,167 at 6%; with 100% employer match about $369,188 at 4% or $246,125 at 6%. |
| WMS FINANCIAL PLANNERS, INC. DEFINED BENEFIT PLAN | - | 0 | $0 | - | - |
| 2010 | 2 | 19 | $1,564,238 | $644,966 | $33,946iApproximate average salary by contribution assumption: employee only about $848,639 at 4% or $565,760 at 6%; with 50% employer match about $565,760 at 4% or $377,173 at 6%; with 100% employer match about $424,320 at 4% or $282,880 at 6%. |
| Wms Consultants LLC 401(K) Profit Sharing Plan | - | 19 | $1,432,150 | $644,966 | $33,946iApproximate average salary by contribution assumption: employee only about $848,639 at 4% or $565,760 at 6%; with 50% employer match about $565,760 at 4% or $377,173 at 6%; with 100% employer match about $424,320 at 4% or $282,880 at 6%. |
| WMS FINANCIAL PLANNERS, INC. DEFINED BENEFIT PLAN | - | 1 | $132,088 | - | - |
| 2009 | 2 | 19 | $2,065,911 | $67,952 | $3,576iApproximate average salary by contribution assumption: employee only about $89,411 at 4% or $59,607 at 6%; with 50% employer match about $59,607 at 4% or $39,738 at 6%; with 100% employer match about $44,705 at 4% or $29,804 at 6%. |
| WMS FINANCIAL PLANNERS, INC. DEFINED BENEFIT PLAN | - | 12 | $1,366,907 | - | - |
| Wms Consultants LLC 401(K) Profit Sharing Plan | - | 19 | $699,004 | $67,952 | $3,576iApproximate average salary by contribution assumption: employee only about $89,411 at 4% or $59,607 at 6%; with 50% employer match about $59,607 at 4% or $39,738 at 6%; with 100% employer match about $44,705 at 4% or $29,804 at 6%. |
| 2008 | 2 | 11 | $507,154 | $122,414 | $11,129iApproximate average salary by contribution assumption: employee only about $278,214 at 4% or $185,476 at 6%; with 50% employer match about $185,476 at 4% or $123,651 at 6%; with 100% employer match about $139,107 at 4% or $92,738 at 6%. |
| Wms Consultants LLC 401(K) Profit Sharing Plan | - | 11 | $507,154 | $122,414 | $11,129iApproximate average salary by contribution assumption: employee only about $278,214 at 4% or $185,476 at 6%; with 50% employer match about $185,476 at 4% or $123,651 at 6%; with 100% employer match about $139,107 at 4% or $92,738 at 6%. |
| WMS FINANCIAL PLANNERS, INC. DEFINED BENEFIT PLAN | - | 11 | - | - | - |
| 2007 | 2 | 12 | $0 | $0 | - |
| Wms Consultants LLC 401(K) Profit Sharing Plan | - | 12 | - | - | - |
| WMS FINANCIAL PLANNERS, INC. DEFINED BENEFIT PLAN | - | 7 | - | - | - |
| 2006 | 2 | 9 | $1,255,215 | $424,848 | $47,205iApproximate average salary by contribution assumption: employee only about $1,180,133 at 4% or $786,756 at 6%; with 50% employer match about $786,756 at 4% or $524,504 at 6%; with 100% employer match about $590,067 at 4% or $393,378 at 6%. |
| WMS FINANCIAL PLANNERS, INC. DEFINED BENEFIT PLAN | - | 6 | $786,625 | $279,285 | $46,548iApproximate average salary by contribution assumption: employee only about $1,163,688 at 4% or $775,792 at 6%; with 50% employer match about $775,792 at 4% or $517,194 at 6%; with 100% employer match about $581,844 at 4% or $387,896 at 6%. |
| Wms Consultants LLC 401(K) Profit Sharing Plan | - | 9 | $468,590 | $145,563 | $16,174iApproximate average salary by contribution assumption: employee only about $404,342 at 4% or $269,561 at 6%; with 50% employer match about $269,561 at 4% or $179,707 at 6%; with 100% employer match about $202,171 at 4% or $134,781 at 6%. |
| 2005 | 2 | 7 | $300,735 | $94,102 | $13,443iApproximate average salary by contribution assumption: employee only about $336,079 at 4% or $224,052 at 6%; with 50% employer match about $224,052 at 4% or $149,368 at 6%; with 100% employer match about $168,039 at 4% or $112,026 at 6%. |
| Wms Consultants LLC 401(K) Profit Sharing Plan | - | 7 | $300,735 | $94,102 | $13,443iApproximate average salary by contribution assumption: employee only about $336,079 at 4% or $224,052 at 6%; with 50% employer match about $224,052 at 4% or $149,368 at 6%; with 100% employer match about $168,039 at 4% or $112,026 at 6%. |
| WMS FINANCIAL PLANNERS, INC. DEFINED BENEFIT PLAN | - | 0 | - | - | - |
| 2004 | 2 | 7 | $327,826 | $193,331 | $27,619iApproximate average salary by contribution assumption: employee only about $690,468 at 4% or $460,312 at 6%; with 50% employer match about $460,312 at 4% or $306,875 at 6%; with 100% employer match about $345,234 at 4% or $230,156 at 6%. |
| Wms Consultants LLC 401(K) Profit Sharing Plan | - | 7 | $190,055 | $55,560 | $7,937iApproximate average salary by contribution assumption: employee only about $198,429 at 4% or $132,286 at 6%; with 50% employer match about $132,286 at 4% or $88,190 at 6%; with 100% employer match about $99,214 at 4% or $66,143 at 6%. |
| WMS FINANCIAL PLANNERS, INC. DEFINED BENEFIT PLAN | - | 7 | $137,771 | $137,771 | $19,682iApproximate average salary by contribution assumption: employee only about $492,039 at 4% or $328,026 at 6%; with 50% employer match about $328,026 at 4% or $218,684 at 6%; with 100% employer match about $246,020 at 4% or $164,013 at 6%. |
| 2003 | 1 | 5 | $120,532 | $127,997 | $25,599iApproximate average salary by contribution assumption: employee only about $639,985 at 4% or $426,657 at 6%; with 50% employer match about $426,657 at 4% or $284,438 at 6%; with 100% employer match about $319,993 at 4% or $213,328 at 6%. |
| Wms Consultants LLC 401(K) Profit Sharing Plan | - | 5 | $120,532 | $127,997 | $25,599iApproximate average salary by contribution assumption: employee only about $639,985 at 4% or $426,657 at 6%; with 50% employer match about $426,657 at 4% or $284,438 at 6%; with 100% employer match about $319,993 at 4% or $213,328 at 6%. |