William M. Swayne, II signed WMS Financial Planners, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WMS Financial Planners, Inc.'s EIN is 82-3940355.
Download the official 2022 Form 5500 (PDF) for WMS Financial Planners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)WMS Financial Planners, Inc.'s plan includes profit-sharing, a 401(k) feature.