Civic Intelligence

Sermo Inc

Plan context: Worldone 401(K) Plan

EIN 20-3980356 • Charlotte, NC • 19 filings • 3 plans

11301 Carmel Commons BlvdSuite 205Charlotte, NC 28226
Current Snapshot

Latest Year

2024

2024 Participants

101

2024 Assets

$11,067,673

2024 Contributions

$2,024,835

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$11,067,673$5,533,837$0200620162024YearValue
$11,067,673Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

120600200620152024YearValue
101Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241101$11,067,673$2,024,835$20,048iApproximate average salary by contribution assumption: employee only about $501,197 at 4% or $334,131 at 6%; with 50% employer match about $334,131 at 4% or $222,754 at 6%; with 100% employer match about $250,598 at 4% or $167,066 at 6%.
Worldone 401(K) Plan-101$11,067,673$2,024,835$20,048iApproximate average salary by contribution assumption: employee only about $501,197 at 4% or $334,131 at 6%; with 50% employer match about $334,131 at 4% or $222,754 at 6%; with 100% employer match about $250,598 at 4% or $167,066 at 6%.
20231116$8,645,481$1,859,303$16,028iApproximate average salary by contribution assumption: employee only about $400,712 at 4% or $267,141 at 6%; with 50% employer match about $267,141 at 4% or $178,094 at 6%; with 100% employer match about $200,356 at 4% or $133,571 at 6%.
Worldone 401(K) Plan-116$8,645,481$1,859,303$16,028iApproximate average salary by contribution assumption: employee only about $400,712 at 4% or $267,141 at 6%; with 50% employer match about $267,141 at 4% or $178,094 at 6%; with 100% employer match about $200,356 at 4% or $133,571 at 6%.
20221120$6,445,901$1,640,285$13,669iApproximate average salary by contribution assumption: employee only about $341,726 at 4% or $227,817 at 6%; with 50% employer match about $227,817 at 4% or $151,878 at 6%; with 100% employer match about $170,863 at 4% or $113,909 at 6%.
Worldone 401(K) Plan-120$6,445,901$1,640,285$13,669iApproximate average salary by contribution assumption: employee only about $341,726 at 4% or $227,817 at 6%; with 50% employer match about $227,817 at 4% or $151,878 at 6%; with 100% employer match about $170,863 at 4% or $113,909 at 6%.
2021182$7,053,411$1,283,570$15,653iApproximate average salary by contribution assumption: employee only about $391,332 at 4% or $260,888 at 6%; with 50% employer match about $260,888 at 4% or $173,925 at 6%; with 100% employer match about $195,666 at 4% or $130,444 at 6%.
Worldone 401(K) Plan-82$7,053,411$1,283,570$15,653iApproximate average salary by contribution assumption: employee only about $391,332 at 4% or $260,888 at 6%; with 50% employer match about $260,888 at 4% or $173,925 at 6%; with 100% employer match about $195,666 at 4% or $130,444 at 6%.
2020160$5,187,585$659,384$10,990iApproximate average salary by contribution assumption: employee only about $274,743 at 4% or $183,162 at 6%; with 50% employer match about $183,162 at 4% or $122,108 at 6%; with 100% employer match about $137,372 at 4% or $91,581 at 6%.
Worldone 401(K) Plan-60$5,187,585$659,384$10,990iApproximate average salary by contribution assumption: employee only about $274,743 at 4% or $183,162 at 6%; with 50% employer match about $183,162 at 4% or $122,108 at 6%; with 100% employer match about $137,372 at 4% or $91,581 at 6%.
2019151$4,023,350$403,221$7,906iApproximate average salary by contribution assumption: employee only about $197,657 at 4% or $131,772 at 6%; with 50% employer match about $131,772 at 4% or $87,848 at 6%; with 100% employer match about $98,829 at 4% or $65,886 at 6%.
Worldone 401(K) Plan-51$4,023,350$403,221$7,906iApproximate average salary by contribution assumption: employee only about $197,657 at 4% or $131,772 at 6%; with 50% employer match about $131,772 at 4% or $87,848 at 6%; with 100% employer match about $98,829 at 4% or $65,886 at 6%.
2018160$3,240,529$514,377$8,573iApproximate average salary by contribution assumption: employee only about $214,324 at 4% or $142,883 at 6%; with 50% employer match about $142,883 at 4% or $95,255 at 6%; with 100% employer match about $107,162 at 4% or $71,441 at 6%.
Worldone 401(K) Plan-60$3,240,529$514,377$8,573iApproximate average salary by contribution assumption: employee only about $214,324 at 4% or $142,883 at 6%; with 50% employer match about $142,883 at 4% or $95,255 at 6%; with 100% employer match about $107,162 at 4% or $71,441 at 6%.
2017161$3,577,366$415,128$6,805iApproximate average salary by contribution assumption: employee only about $170,134 at 4% or $113,423 at 6%; with 50% employer match about $113,423 at 4% or $75,615 at 6%; with 100% employer match about $85,067 at 4% or $56,711 at 6%.
Worldone 401(K) Plan-61$3,577,366$415,128$6,805iApproximate average salary by contribution assumption: employee only about $170,134 at 4% or $113,423 at 6%; with 50% employer match about $113,423 at 4% or $75,615 at 6%; with 100% employer match about $85,067 at 4% or $56,711 at 6%.
2016171$3,068,907$545,363$7,681iApproximate average salary by contribution assumption: employee only about $192,029 at 4% or $128,019 at 6%; with 50% employer match about $128,019 at 4% or $85,346 at 6%; with 100% employer match about $96,015 at 4% or $64,010 at 6%.
Worldone 401(K) Plan-71$3,068,907$545,363$7,681iApproximate average salary by contribution assumption: employee only about $192,029 at 4% or $128,019 at 6%; with 50% employer match about $128,019 at 4% or $85,346 at 6%; with 100% employer match about $96,015 at 4% or $64,010 at 6%.
2015168$2,473,964$546,144$8,032iApproximate average salary by contribution assumption: employee only about $200,788 at 4% or $133,859 at 6%; with 50% employer match about $133,859 at 4% or $89,239 at 6%; with 100% employer match about $100,394 at 4% or $66,929 at 6%.
Worldone 401(K) Plan-68$2,473,964$546,144$8,032iApproximate average salary by contribution assumption: employee only about $200,788 at 4% or $133,859 at 6%; with 50% employer match about $133,859 at 4% or $89,239 at 6%; with 100% employer match about $100,394 at 4% or $66,929 at 6%.
2014179$2,348,386$625,802$7,922iApproximate average salary by contribution assumption: employee only about $198,039 at 4% or $132,026 at 6%; with 50% employer match about $132,026 at 4% or $88,017 at 6%; with 100% employer match about $99,019 at 4% or $66,013 at 6%.
Worldone 401(K) Plan-79$2,348,386$625,802$7,922iApproximate average salary by contribution assumption: employee only about $198,039 at 4% or $132,026 at 6%; with 50% employer match about $132,026 at 4% or $88,017 at 6%; with 100% employer match about $99,019 at 4% or $66,013 at 6%.
20131105$2,101,173$693,036$6,600iApproximate average salary by contribution assumption: employee only about $165,009 at 4% or $110,006 at 6%; with 50% employer match about $110,006 at 4% or $73,337 at 6%; with 100% employer match about $82,504 at 4% or $55,003 at 6%.
Worldone 401(K) Plan-105$2,101,173$693,036$6,600iApproximate average salary by contribution assumption: employee only about $165,009 at 4% or $110,006 at 6%; with 50% employer match about $110,006 at 4% or $73,337 at 6%; with 100% employer match about $82,504 at 4% or $55,003 at 6%.
2012161$1,293,284$269,884$4,424iApproximate average salary by contribution assumption: employee only about $110,608 at 4% or $73,739 at 6%; with 50% employer match about $73,739 at 4% or $49,159 at 6%; with 100% employer match about $55,304 at 4% or $36,869 at 6%.
Worldone 401(K) Plan-61$1,293,284$269,884$4,424iApproximate average salary by contribution assumption: employee only about $110,608 at 4% or $73,739 at 6%; with 50% employer match about $73,739 at 4% or $49,159 at 6%; with 100% employer match about $55,304 at 4% or $36,869 at 6%.
2011173$1,251,433$383,301$5,251iApproximate average salary by contribution assumption: employee only about $131,267 at 4% or $87,512 at 6%; with 50% employer match about $87,512 at 4% or $58,341 at 6%; with 100% employer match about $65,634 at 4% or $43,756 at 6%.
Worldone 401(K) Plan-73$1,251,433$383,301$5,251iApproximate average salary by contribution assumption: employee only about $131,267 at 4% or $87,512 at 6%; with 50% employer match about $87,512 at 4% or $58,341 at 6%; with 100% employer match about $65,634 at 4% or $43,756 at 6%.
2010163$1,141,152$268,600$4,263iApproximate average salary by contribution assumption: employee only about $106,587 at 4% or $71,058 at 6%; with 50% employer match about $71,058 at 4% or $47,372 at 6%; with 100% employer match about $53,294 at 4% or $35,529 at 6%.
Worldone 401(K) Plan-63$1,141,152$268,600$4,263iApproximate average salary by contribution assumption: employee only about $106,587 at 4% or $71,058 at 6%; with 50% employer match about $71,058 at 4% or $47,372 at 6%; with 100% employer match about $53,294 at 4% or $35,529 at 6%.
2009161$1,018,721$454,721$7,454iApproximate average salary by contribution assumption: employee only about $186,361 at 4% or $124,241 at 6%; with 50% employer match about $124,241 at 4% or $82,827 at 6%; with 100% employer match about $93,181 at 4% or $62,120 at 6%.
Worldone 401(K) Plan-61$1,018,721$454,721$7,454iApproximate average salary by contribution assumption: employee only about $186,361 at 4% or $124,241 at 6%; with 50% employer match about $124,241 at 4% or $82,827 at 6%; with 100% employer match about $93,181 at 4% or $62,120 at 6%.
2008188$506,990$436,913$4,965iApproximate average salary by contribution assumption: employee only about $124,123 at 4% or $82,749 at 6%; with 50% employer match about $82,749 at 4% or $55,166 at 6%; with 100% employer match about $62,062 at 4% or $41,374 at 6%.
Worldone 401(K) Plan-88$506,990$436,913$4,965iApproximate average salary by contribution assumption: employee only about $124,123 at 4% or $82,749 at 6%; with 50% employer match about $82,749 at 4% or $55,166 at 6%; with 100% employer match about $62,062 at 4% or $41,374 at 6%.
2007147$0$0-
Worldone 401(K) Plan-47---
2006133$14,489$14,450$438iApproximate average salary by contribution assumption: employee only about $10,947 at 4% or $7,298 at 6%; with 50% employer match about $7,298 at 4% or $4,865 at 6%; with 100% employer match about $5,473 at 4% or $3,649 at 6%.
Worldone 401(K) Plan-33$14,489$14,450$438iApproximate average salary by contribution assumption: employee only about $10,947 at 4% or $7,298 at 6%; with 50% employer match about $7,298 at 4% or $4,865 at 6%; with 100% employer match about $5,473 at 4% or $3,649 at 6%.