Civic Intelligence

Worldwise Inc.

Plan context: Worldwise Incorporated 401K Profit Sharing Plan & Trust

EIN 68-0246753 • Novato, CA • 20 filings • 4 plans

6 Hamilton LandingSuite 150Novato, CA 94949
Current Snapshot

Latest Year

2024

2024 Participants

402

2024 Assets

$9,106,317

2024 Contributions

$1,907,622

Historical Graphs

Total Assets Over Time

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

$9,106,317$4,553,159$0200320152024YearValue
$9,106,317Latest year 2024

Participants Over Time

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

4022010200320152024YearValue
402Latest 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
20241402$9,106,317$1,907,622$4,745iApproximate average salary by contribution assumption: employee only about $118,633 at 4% or $79,089 at 6%; with 50% employer match about $79,089 at 4% or $52,726 at 6%; with 100% employer match about $59,317 at 4% or $39,544 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-402$9,106,317$1,907,622$4,745iApproximate average salary by contribution assumption: employee only about $118,633 at 4% or $79,089 at 6%; with 50% employer match about $79,089 at 4% or $52,726 at 6%; with 100% employer match about $59,317 at 4% or $39,544 at 6%.
20231150$7,086,283$1,068,685$7,125iApproximate average salary by contribution assumption: employee only about $178,114 at 4% or $118,743 at 6%; with 50% employer match about $118,743 at 4% or $79,162 at 6%; with 100% employer match about $89,057 at 4% or $59,371 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-150$7,086,283$1,068,685$7,125iApproximate average salary by contribution assumption: employee only about $178,114 at 4% or $118,743 at 6%; with 50% employer match about $118,743 at 4% or $79,162 at 6%; with 100% employer match about $89,057 at 4% or $59,371 at 6%.
20221101$6,070,839$861,583$8,531iApproximate average salary by contribution assumption: employee only about $213,263 at 4% or $142,175 at 6%; with 50% employer match about $142,175 at 4% or $94,784 at 6%; with 100% employer match about $106,632 at 4% or $71,088 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-101$6,070,839$861,583$8,531iApproximate average salary by contribution assumption: employee only about $213,263 at 4% or $142,175 at 6%; with 50% employer match about $142,175 at 4% or $94,784 at 6%; with 100% employer match about $106,632 at 4% or $71,088 at 6%.
2021193$7,939,498$649,252$6,981iApproximate average salary by contribution assumption: employee only about $174,530 at 4% or $116,353 at 6%; with 50% employer match about $116,353 at 4% or $77,569 at 6%; with 100% employer match about $87,265 at 4% or $58,177 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-93$7,939,498$649,252$6,981iApproximate average salary by contribution assumption: employee only about $174,530 at 4% or $116,353 at 6%; with 50% employer match about $116,353 at 4% or $77,569 at 6%; with 100% employer match about $87,265 at 4% or $58,177 at 6%.
2020184$6,864,612$637,776$7,593iApproximate average salary by contribution assumption: employee only about $189,814 at 4% or $126,543 at 6%; with 50% employer match about $126,543 at 4% or $84,362 at 6%; with 100% employer match about $94,907 at 4% or $63,271 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-84$6,864,612$637,776$7,593iApproximate average salary by contribution assumption: employee only about $189,814 at 4% or $126,543 at 6%; with 50% employer match about $126,543 at 4% or $84,362 at 6%; with 100% employer match about $94,907 at 4% or $63,271 at 6%.
2019168$6,009,802$648,749$9,540iApproximate average salary by contribution assumption: employee only about $238,511 at 4% or $159,007 at 6%; with 50% employer match about $159,007 at 4% or $106,005 at 6%; with 100% employer match about $119,255 at 4% or $79,504 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-68$6,009,802$648,749$9,540iApproximate average salary by contribution assumption: employee only about $238,511 at 4% or $159,007 at 6%; with 50% employer match about $159,007 at 4% or $106,005 at 6%; with 100% employer match about $119,255 at 4% or $79,504 at 6%.
20181108$5,573,128$931,415$8,624iApproximate average salary by contribution assumption: employee only about $215,605 at 4% or $143,737 at 6%; with 50% employer match about $143,737 at 4% or $95,825 at 6%; with 100% employer match about $107,803 at 4% or $71,868 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-108$5,573,128$931,415$8,624iApproximate average salary by contribution assumption: employee only about $215,605 at 4% or $143,737 at 6%; with 50% employer match about $143,737 at 4% or $95,825 at 6%; with 100% employer match about $107,803 at 4% or $71,868 at 6%.
2017194$5,745,519$703,810$7,487iApproximate average salary by contribution assumption: employee only about $187,184 at 4% or $124,789 at 6%; with 50% employer match about $124,789 at 4% or $83,193 at 6%; with 100% employer match about $93,592 at 4% or $62,395 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-94$5,745,519$703,810$7,487iApproximate average salary by contribution assumption: employee only about $187,184 at 4% or $124,789 at 6%; with 50% employer match about $124,789 at 4% or $83,193 at 6%; with 100% employer match about $93,592 at 4% or $62,395 at 6%.
2016170$4,312,374$599,310$8,562iApproximate average salary by contribution assumption: employee only about $214,039 at 4% or $142,693 at 6%; with 50% employer match about $142,693 at 4% or $95,129 at 6%; with 100% employer match about $107,020 at 4% or $71,346 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-70$4,312,374$599,310$8,562iApproximate average salary by contribution assumption: employee only about $214,039 at 4% or $142,693 at 6%; with 50% employer match about $142,693 at 4% or $95,129 at 6%; with 100% employer match about $107,020 at 4% or $71,346 at 6%.
2015160$3,756,958$450,074$7,501iApproximate average salary by contribution assumption: employee only about $187,531 at 4% or $125,021 at 6%; with 50% employer match about $125,021 at 4% or $83,347 at 6%; with 100% employer match about $93,765 at 4% or $62,510 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-60$3,756,958$450,074$7,501iApproximate average salary by contribution assumption: employee only about $187,531 at 4% or $125,021 at 6%; with 50% employer match about $125,021 at 4% or $83,347 at 6%; with 100% employer match about $93,765 at 4% or $62,510 at 6%.
2014153$3,521,226$413,374$7,800iApproximate average salary by contribution assumption: employee only about $194,988 at 4% or $129,992 at 6%; with 50% employer match about $129,992 at 4% or $86,661 at 6%; with 100% employer match about $97,494 at 4% or $64,996 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-53$3,521,226$413,374$7,800iApproximate average salary by contribution assumption: employee only about $194,988 at 4% or $129,992 at 6%; with 50% employer match about $129,992 at 4% or $86,661 at 6%; with 100% employer match about $97,494 at 4% or $64,996 at 6%.
2013153$3,384,902$473,468$8,933iApproximate average salary by contribution assumption: employee only about $223,334 at 4% or $148,889 at 6%; with 50% employer match about $148,889 at 4% or $99,260 at 6%; with 100% employer match about $111,667 at 4% or $74,445 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-53$3,384,902$473,468$8,933iApproximate average salary by contribution assumption: employee only about $223,334 at 4% or $148,889 at 6%; with 50% employer match about $148,889 at 4% or $99,260 at 6%; with 100% employer match about $111,667 at 4% or $74,445 at 6%.
2012149$2,489,896$387,712$7,912iApproximate average salary by contribution assumption: employee only about $197,812 at 4% or $131,875 at 6%; with 50% employer match about $131,875 at 4% or $87,917 at 6%; with 100% employer match about $98,906 at 4% or $65,937 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-49$2,489,896$387,712$7,912iApproximate average salary by contribution assumption: employee only about $197,812 at 4% or $131,875 at 6%; with 50% employer match about $131,875 at 4% or $87,917 at 6%; with 100% employer match about $98,906 at 4% or $65,937 at 6%.
2011151$2,553,636$624,849$12,252iApproximate average salary by contribution assumption: employee only about $306,299 at 4% or $204,199 at 6%; with 50% employer match about $204,199 at 4% or $136,133 at 6%; with 100% employer match about $153,149 at 4% or $102,100 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-51$2,553,636$624,849$12,252iApproximate average salary by contribution assumption: employee only about $306,299 at 4% or $204,199 at 6%; with 50% employer match about $204,199 at 4% or $136,133 at 6%; with 100% employer match about $153,149 at 4% or $102,100 at 6%.
2010147$2,432,966$542,420$11,541iApproximate average salary by contribution assumption: employee only about $288,521 at 4% or $192,348 at 6%; with 50% employer match about $192,348 at 4% or $128,232 at 6%; with 100% employer match about $144,261 at 4% or $96,174 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-47$2,432,966$542,420$11,541iApproximate average salary by contribution assumption: employee only about $288,521 at 4% or $192,348 at 6%; with 50% employer match about $192,348 at 4% or $128,232 at 6%; with 100% employer match about $144,261 at 4% or $96,174 at 6%.
2009153$1,651,405$472,487$8,915iApproximate average salary by contribution assumption: employee only about $222,871 at 4% or $148,581 at 6%; with 50% employer match about $148,581 at 4% or $99,054 at 6%; with 100% employer match about $111,436 at 4% or $74,290 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-53$1,651,405$472,487$8,915iApproximate average salary by contribution assumption: employee only about $222,871 at 4% or $148,581 at 6%; with 50% employer match about $148,581 at 4% or $99,054 at 6%; with 100% employer match about $111,436 at 4% or $74,290 at 6%.
2008154$956,623$362,706$6,717iApproximate average salary by contribution assumption: employee only about $167,919 at 4% or $111,946 at 6%; with 50% employer match about $111,946 at 4% or $74,631 at 6%; with 100% employer match about $83,960 at 4% or $55,973 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-54$956,623$362,706$6,717iApproximate average salary by contribution assumption: employee only about $167,919 at 4% or $111,946 at 6%; with 50% employer match about $111,946 at 4% or $74,631 at 6%; with 100% employer match about $83,960 at 4% or $55,973 at 6%.
2005131$435,490$193,546$6,243iApproximate average salary by contribution assumption: employee only about $156,085 at 4% or $104,057 at 6%; with 50% employer match about $104,057 at 4% or $69,371 at 6%; with 100% employer match about $78,043 at 4% or $52,028 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-31$435,490$193,546$6,243iApproximate average salary by contribution assumption: employee only about $156,085 at 4% or $104,057 at 6%; with 50% employer match about $104,057 at 4% or $69,371 at 6%; with 100% employer match about $78,043 at 4% or $52,028 at 6%.
2004132$315,749$166,993$5,219iApproximate average salary by contribution assumption: employee only about $130,463 at 4% or $86,976 at 6%; with 50% employer match about $86,976 at 4% or $57,984 at 6%; with 100% employer match about $65,232 at 4% or $43,488 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-32$315,749$166,993$5,219iApproximate average salary by contribution assumption: employee only about $130,463 at 4% or $86,976 at 6%; with 50% employer match about $86,976 at 4% or $57,984 at 6%; with 100% employer match about $65,232 at 4% or $43,488 at 6%.
2003129$136,940$133,990$4,620iApproximate average salary by contribution assumption: employee only about $115,509 at 4% or $77,006 at 6%; with 50% employer match about $77,006 at 4% or $51,337 at 6%; with 100% employer match about $57,754 at 4% or $38,503 at 6%.
Worldwise Incorporated 401K Profit Sharing Plan & Trust-29$136,940$133,990$4,620iApproximate average salary by contribution assumption: employee only about $115,509 at 4% or $77,006 at 6%; with 50% employer match about $77,006 at 4% or $51,337 at 6%; with 100% employer match about $57,754 at 4% or $38,503 at 6%.