Plan5500

Wms Partners, LLC Employee Benefit Plan — Form 5500 plan (Wms Partners LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wms Partners, LLC Employee Benefit Plan is a benefit plan reported by Wms Partners LLC under EIN 52-1852466 and plan number 501. The latest loaded filing year is 2023. The filing reports 81 participants and $187,442 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wms Partners LLC
EIN
52-1852466
Plan number
501
Plan type
2
Location
Towson, MD
Latest filing year
2023
Participants
81
End-of-year plan assets
$187,442

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202381I, C20240620150511NAL0002212256001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$187,442
Total liabilities (EOY)
$34,524
Net assets (EOY)
$152,918
Net assets (BOY)
$16,401

Income & contributions

Employer contributions
$585,657
Participant contributions
$209,055
Total income / additions
$796,661

Expenses & distributions

Benefits paid
$271,626
Administrative expenses
$38,607
Total expenses
$660,144
Net increase / (decrease)
$136,517

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Carefirst AdministratorsCARRIER$38,095not reported in the loaded dataset2023
Tribridge Partners, LLCBROKER$28,420not reported in the loaded dataset2023
The Benecon GroupBROKER$16,216not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$4,352not reported in the loaded dataset2023

Related Form 5500 pages