2023 Form 5500 filing — Wms Partners, LLC Employee Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240620150511NAL0002212256001) for Wms Partners, LLC Employee Benefit Plan, reported by Wms Partners LLC under EIN 52-1852466 and plan number 501. It reports 81 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240620150511NAL0002212256001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wms Partners LLC
- EIN
- 52-1852466
- Plan number
- 501
- Location
- Towson, MD
- Participants
- 81
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $187,442
- Total liabilities (EOY)
- $34,524
- Net assets (EOY)
- $152,918
- Employer contributions
- $585,657
- Participant contributions
- $209,055
- Total income / additions
- $796,661
- Benefits paid
- $271,626
- Administrative expenses
- $38,607
- Total expenses
- $660,144
- Net increase / (decrease)
- $136,517
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carefirst Administrators | CARRIER | $38,095 | not reported in the loaded dataset |
| Tribridge Partners, LLC | BROKER | $28,420 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $16,216 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $4,352 | not reported in the loaded dataset |