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WMS Group, P.C.

Company Details

Name: WMS Group, P.C.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 20 May 2015 (10 years ago)
Entity Number: 20151332029
ZIP code: 80120
County: Arapahoe County
Place of Formation: COLORADO
Principal Address: 5583 S. Prince Street Littleton CO 80120 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WMS GROUP, P.C. PROFIT SHARING PLAN 2020 474058276 2021-07-09 WMS GROUP, P.C. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-20
Business code 541211
Sponsor’s telephone number 3037307999
Plan sponsor’s mailing address 5583 S. PRINCE ST., LITTLETON, CO, 80120
Plan sponsor’s address 5583 S. PRINCE ST, LITTLETON, CO, 80120

Number of participants as of the end of the plan year

Active participants 1
Number of participants with account balances as of the end of the plan year 1

Signature of

Role Plan administrator
Date 2021-07-09
Name of individual signing BRIAN W. WEIBLER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-09
Name of individual signing BRIAN W. WEIBLER
Valid signature Filed with authorized/valid electronic signature
WMS GROUP, P.C. PROFIT SHARING PLAN 2019 474058276 2020-07-31 WMS GROUP, P.C. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-20
Business code 541211
Sponsor’s telephone number 3037307999
Plan sponsor’s mailing address 5583 S. PRINCE ST., LITTLETON, CO, 80120
Plan sponsor’s address 5583 S. PRINCE ST, LITTLETON, CO, 80120

Number of participants as of the end of the plan year

Active participants 1
Number of participants with account balances as of the end of the plan year 1

Signature of

Role Plan administrator
Date 2020-07-31
Name of individual signing BRIAN W. WEIBLER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-31
Name of individual signing BRIAN W. WEIBLER
Valid signature Filed with authorized/valid electronic signature
WMS GROUP, P.C. PROFIT SHARING PLAN 2018 474058276 2019-07-22 WMS GROUP, P.C. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-20
Business code 541211
Sponsor’s telephone number 3037307999
Plan sponsor’s mailing address 5583 S. PRINCE ST., LITTLETON, CO, 80120
Plan sponsor’s address 5583 S. PRINCE ST, LITTLETON, CO, 80120

Number of participants as of the end of the plan year

Active participants 1

Signature of

Role Plan administrator
Date 2019-07-22
Name of individual signing BRIAN W. WEIBLER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-22
Name of individual signing BRIAN W. WEIBLER
Valid signature Filed with authorized/valid electronic signature
WMS GROUP, P.C. PROFIT SHARING PLAN 2017 474058276 2018-07-24 WMS GROUP, P.C. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-20
Business code 541211
Sponsor’s telephone number 3037307999
Plan sponsor’s mailing address 5583 S. PRINCE ST., LITTLETON, CO, 80120
Plan sponsor’s address 5583 S. PRINCE ST, LITTLETON, CO, 80120

Number of participants as of the end of the plan year

Active participants 1

Signature of

Role Plan administrator
Date 2018-07-24
Name of individual signing BRIAN W. WEIBLER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-24
Name of individual signing BRIAN W. WEIBLER
Valid signature Filed with authorized/valid electronic signature
WMS GROUP, P.C. PROFIT SHARING PLAN 2016 474058276 2017-07-20 WMS GROUP, P.C. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-20
Business code 541211
Sponsor’s telephone number 3037307999
Plan sponsor’s mailing address 5583 S. PRINCE ST., LITTLETON, CO, 80120
Plan sponsor’s address 5583 S. PRINCE ST, LITTLETON, CO, 80120

Number of participants as of the end of the plan year

Active participants 1
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 1

Signature of

Role Plan administrator
Date 2017-07-20
Name of individual signing BRIAN W. WEIBLER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-20
Name of individual signing BRIAN W. WEIBLER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Brian W Weibler Agent 5583 S. Prince Street Littleton CO 80120 US

Licenses

Number Status Type Date Last renew date End date Address
5000174 Active FRM 2015-08-14 2023-09-01 2026-08-31 Littleton CO 80120

Transaction History

Transaction ID Type Date Effective date Name Comment
20241203774 File Report 2024-02-23 2024-02-23 No data Principal address changed
20231192659 File Report 2023-02-23 2023-02-23 No data No data
20221178404 File Report 2022-02-23 2022-02-23 No data No data
20211167008 File Report 2021-02-23 2021-02-23 No data No data
20201229569 Statement Curing Delinquency 2020-03-10 2020-03-10 No data No data
20181326668 File Report 2018-04-23 2018-04-23 No data No data
20171309876 File Report 2017-04-24 2017-04-24 No data No data
20161303335 File Report 2016-04-28 2016-04-28 No data No data
20151448129 Amend Articles of Incorporation for a Profit Corporation 2015-07-10 2015-07-10 No data No data
20151332029 Form a Profit Corporation 2015-05-20 2015-05-20 WMS Group, P.C. No data

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1712647709 2020-05-01 0811 PPP 5583 S PRINCE ST, LITTLETON, CO, 80120
Loan Status Date 2021-02-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 120852
Loan Approval Amount (current) 120852
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address LITTLETON, ARAPAHOE, CO, 80120-1000
Project Congressional District CO-06
Number of Employees 6
NAICS code 813920
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 121674.46
Forgiveness Paid Date 2021-01-07

Date of last update: 10 Feb 2025

Sources: Colorado's Secretary of State