Civic Intelligence

Worksmart Inc.

Plan context: Worksmart 401(K) Plan

EIN 56-2259655 • Durham, NC • 8 filings • 1 plans

100 Meredith DriveSte 200Durham, NC 27713-5238
Current Snapshot

Latest Year

2024

2024 Participants

83

2024 Assets

$4,670,064

2024 Contributions

$807,100

Historical Graphs

Total Assets Over Time

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

$4,670,064$2,335,032$0201720212024YearValue
$4,670,064Latest year 2024

Participants Over Time

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

134670201720212024YearValue
83Latest 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
2024183$4,670,064$807,100$9,724iApproximate average salary by contribution assumption: employee only about $243,102 at 4% or $162,068 at 6%; with 50% employer match about $162,068 at 4% or $108,046 at 6%; with 100% employer match about $121,551 at 4% or $81,034 at 6%.
Worksmart 401(K) Plan-83$4,670,064$807,100$9,724iApproximate average salary by contribution assumption: employee only about $243,102 at 4% or $162,068 at 6%; with 50% employer match about $162,068 at 4% or $108,046 at 6%; with 100% employer match about $121,551 at 4% or $81,034 at 6%.
2023194$4,283,759$843,406$8,972iApproximate average salary by contribution assumption: employee only about $224,310 at 4% or $149,540 at 6%; with 50% employer match about $149,540 at 4% or $99,693 at 6%; with 100% employer match about $112,155 at 4% or $74,770 at 6%.
Worksmart 401(K) Plan-94$4,283,759$843,406$8,972iApproximate average salary by contribution assumption: employee only about $224,310 at 4% or $149,540 at 6%; with 50% employer match about $149,540 at 4% or $99,693 at 6%; with 100% employer match about $112,155 at 4% or $74,770 at 6%.
20221109$3,441,926$1,026,370$9,416iApproximate average salary by contribution assumption: employee only about $235,406 at 4% or $156,937 at 6%; with 50% employer match about $156,937 at 4% or $104,625 at 6%; with 100% employer match about $117,703 at 4% or $78,469 at 6%.
Worksmart 401(K) Plan-109$3,441,926$1,026,370$9,416iApproximate average salary by contribution assumption: employee only about $235,406 at 4% or $156,937 at 6%; with 50% employer match about $156,937 at 4% or $104,625 at 6%; with 100% employer match about $117,703 at 4% or $78,469 at 6%.
20211134$3,637,167$1,028,262$7,674iApproximate average salary by contribution assumption: employee only about $191,840 at 4% or $127,893 at 6%; with 50% employer match about $127,893 at 4% or $85,262 at 6%; with 100% employer match about $95,920 at 4% or $63,947 at 6%.
Worksmart 401(K) Plan-134$3,637,167$1,028,262$7,674iApproximate average salary by contribution assumption: employee only about $191,840 at 4% or $127,893 at 6%; with 50% employer match about $127,893 at 4% or $85,262 at 6%; with 100% employer match about $95,920 at 4% or $63,947 at 6%.
2020199$2,595,991$634,703$6,411iApproximate average salary by contribution assumption: employee only about $160,279 at 4% or $106,852 at 6%; with 50% employer match about $106,852 at 4% or $71,235 at 6%; with 100% employer match about $80,139 at 4% or $53,426 at 6%.
Worksmart 401(K) Plan-99$2,595,991$634,703$6,411iApproximate average salary by contribution assumption: employee only about $160,279 at 4% or $106,852 at 6%; with 50% employer match about $106,852 at 4% or $71,235 at 6%; with 100% employer match about $80,139 at 4% or $53,426 at 6%.
2019197$1,823,065$554,330$5,715iApproximate average salary by contribution assumption: employee only about $142,869 at 4% or $95,246 at 6%; with 50% employer match about $95,246 at 4% or $63,497 at 6%; with 100% employer match about $71,434 at 4% or $47,623 at 6%.
Worksmart 401(K) Plan-97$1,823,065$554,330$5,715iApproximate average salary by contribution assumption: employee only about $142,869 at 4% or $95,246 at 6%; with 50% employer match about $95,246 at 4% or $63,497 at 6%; with 100% employer match about $71,434 at 4% or $47,623 at 6%.
2018160$1,165,110$456,823$7,614iApproximate average salary by contribution assumption: employee only about $190,343 at 4% or $126,895 at 6%; with 50% employer match about $126,895 at 4% or $84,597 at 6%; with 100% employer match about $95,171 at 4% or $63,448 at 6%.
Worksmart 401(K) Plan-60$1,165,110$456,823$7,614iApproximate average salary by contribution assumption: employee only about $190,343 at 4% or $126,895 at 6%; with 50% employer match about $126,895 at 4% or $84,597 at 6%; with 100% employer match about $95,171 at 4% or $63,448 at 6%.
2017158$976,706$500,739$8,633iApproximate average salary by contribution assumption: employee only about $215,836 at 4% or $143,891 at 6%; with 50% employer match about $143,891 at 4% or $95,927 at 6%; with 100% employer match about $107,918 at 4% or $71,945 at 6%.
Worksmart 401(K) Plan-58$976,706$500,739$8,633iApproximate average salary by contribution assumption: employee only about $215,836 at 4% or $143,891 at 6%; with 50% employer match about $143,891 at 4% or $95,927 at 6%; with 100% employer match about $107,918 at 4% or $71,945 at 6%.