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WMS FINANCIAL PLANNERS, INC.

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Company Details

Legal Name: WMS FINANCIAL PLANNERS, INC.
Jurisdiction: WASHINGTON
Entity Type: WA PROFIT CORPORATION
Category: DOMESTIC ENTITY
Status: Administratively Dissolved
Formation/ Registration Date: January 19th 1983
Date of Dissolution: June 3rd 2020
Expiration date: 31 Jan 2020
UBI Number: 600 469 501
ZIP code: 98831
City: Manson
County: CHELAN
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 649 MANSON BLVD, MANSON, WA, 98831, UNITED STATES
Principal Office Mailing Address: Google Maps Logo 809 FAIRVIEW PL N, 809 FAIRVIEW PL. N. #130, SEATTLE, WA, 98109-4452, UNITED STATES

Contact Details

E-Mail: CANDACE_S@WMSFP.COM
Phone Number: +1 206-726-1633

Nature of Business

Any Lawful Purpose

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Registered Agent Information

Name Role Address
WMS FINANCIAL PLANNERS INC. Registered Agent 809 FAIRVIEW PL N STE 130, SEATTLE, WA, 98109-4452, UNITED STATES

Key Officers & Management

Name Role Address
WILLIAM SWAYNE Governing Person 809 FAIRVIEW PLACE NORTH, #130, SEATTLE, WA, 98109, UNITED STATES
CANDACE SWAYNE Governing Person 809 FAIRVIEW PLACE NORTH, #130, SEATTLE, WA, 98109, UNITED STATES

Form 5500 Series

Employer Identification Number (EIN):
823940355
Plan Year:
2022
Number Of Participants:
3
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
WILLIAM M. SWAYNE, II(Plan administrator) WILLIAM M. SWAYNE, II(Employer/plan sponsor)
Plan Year:
2021
Number Of Participants:
3
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
WILLIAM SWAYNE(Plan administrator) WILLIAM SWAYNE(Employer/plan sponsor)
Plan Year:
2016
Number Of Participants:
3
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
WILLIAM SWAYNE(Plan administrator) WILLIAM SWAYNE(Employer/plan sponsor)
Plan Year:
2011
Number Of Participants:
2
Sponsor's telephone number:
Plan Administrator / Signatory:
WILLIAM SWAYNE(Plan administrator) WILLIAM SWAYNE(Employer/plan sponsor)
Plan Year:
2010
Number Of Participants:
12
Sponsor's telephone number:
Plan Administrator / Signatory:
WILLIAM M. SWAYNE II(Plan administrator) WILLIAM M. SWAYNE II(Employer/plan sponsor)
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