Civic Intelligence

Tatum Brown Classic Home LP

Plan context: Tatum Brown Classic Home LP Retirement Trust

EIN 20-1555164 • Dallas, TX • 22 filings • 3 plans

3838 Oak Lawn Ave #1520Dallas, TX 75219
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$4,735,514

2024 Contributions

$561,016

Historical Graphs

Total Assets Over Time

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

$4,735,514$2,367,757$0201320192024YearValue
$4,735,514Latest year 2024

Participants Over Time

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

28140201320192024YearValue
28Latest 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
2024228$4,735,514$561,016$20,036iApproximate average salary by contribution assumption: employee only about $500,907 at 4% or $333,938 at 6%; with 50% employer match about $333,938 at 4% or $222,625 at 6%; with 100% employer match about $250,454 at 4% or $166,969 at 6%.
Tatum Brown Classic Home LP Retirement Trust-28$2,686,087$319,683$11,417iApproximate average salary by contribution assumption: employee only about $285,431 at 4% or $190,288 at 6%; with 50% employer match about $190,288 at 4% or $126,858 at 6%; with 100% employer match about $142,716 at 4% or $95,144 at 6%.
TATUM BROWN CLASSIC HOME, LP CASH BALANCE PLAN-28$2,049,427$241,333$8,619iApproximate average salary by contribution assumption: employee only about $215,476 at 4% or $143,651 at 6%; with 50% employer match about $143,651 at 4% or $95,767 at 6%; with 100% employer match about $107,738 at 4% or $71,825 at 6%.
2023228$4,122,740$462,164$16,506iApproximate average salary by contribution assumption: employee only about $412,646 at 4% or $275,098 at 6%; with 50% employer match about $275,098 at 4% or $183,398 at 6%; with 100% employer match about $206,323 at 4% or $137,549 at 6%.
Tatum Brown Classic Home LP Retirement Trust-28$2,405,050$272,064$9,717iApproximate average salary by contribution assumption: employee only about $242,914 at 4% or $161,943 at 6%; with 50% employer match about $161,943 at 4% or $107,962 at 6%; with 100% employer match about $121,457 at 4% or $80,971 at 6%.
TATUM BROWN CLASSIC HOME, LP CASH BALANCE PLAN-23$1,717,690$190,100$8,265iApproximate average salary by contribution assumption: employee only about $206,630 at 4% or $137,754 at 6%; with 50% employer match about $137,754 at 4% or $91,836 at 6%; with 100% employer match about $103,315 at 4% or $68,877 at 6%.
2022227$3,252,443$476,412$17,645iApproximate average salary by contribution assumption: employee only about $441,122 at 4% or $294,081 at 6%; with 50% employer match about $294,081 at 4% or $196,054 at 6%; with 100% employer match about $220,561 at 4% or $147,041 at 6%.
Tatum Brown Classic Home LP Retirement Trust-27$1,852,241$264,022$9,779iApproximate average salary by contribution assumption: employee only about $244,465 at 4% or $162,977 at 6%; with 50% employer match about $162,977 at 4% or $108,651 at 6%; with 100% employer match about $122,232 at 4% or $81,488 at 6%.
TATUM BROWN CLASSIC HOME, LP CASH BALANCE PLAN-18$1,400,202$212,390$11,799iApproximate average salary by contribution assumption: employee only about $294,986 at 4% or $196,657 at 6%; with 50% employer match about $196,657 at 4% or $131,105 at 6%; with 100% employer match about $147,493 at 4% or $98,329 at 6%.
2021220$3,356,816$483,300$24,165iApproximate average salary by contribution assumption: employee only about $604,125 at 4% or $402,750 at 6%; with 50% employer match about $402,750 at 4% or $268,500 at 6%; with 100% employer match about $302,063 at 4% or $201,375 at 6%.
Tatum Brown Classic Home LP Retirement Trust-20$2,024,468$294,289$14,714iApproximate average salary by contribution assumption: employee only about $367,861 at 4% or $245,241 at 6%; with 50% employer match about $245,241 at 4% or $163,494 at 6%; with 100% employer match about $183,931 at 4% or $122,620 at 6%.
TATUM BROWN CLASSIC HOME, LP CASH BALANCE PLAN-18$1,332,348$189,011$10,501iApproximate average salary by contribution assumption: employee only about $262,515 at 4% or $175,010 at 6%; with 50% employer match about $175,010 at 4% or $116,673 at 6%; with 100% employer match about $131,258 at 4% or $87,505 at 6%.
2020220$2,564,989$412,681$20,634iApproximate average salary by contribution assumption: employee only about $515,851 at 4% or $343,901 at 6%; with 50% employer match about $343,901 at 4% or $229,267 at 6%; with 100% employer match about $257,926 at 4% or $171,950 at 6%.
Tatum Brown Classic Home LP Retirement Trust-20$1,481,676$211,481$10,574iApproximate average salary by contribution assumption: employee only about $264,351 at 4% or $176,234 at 6%; with 50% employer match about $176,234 at 4% or $117,489 at 6%; with 100% employer match about $132,176 at 4% or $88,117 at 6%.
TATUM BROWN CLASSIC HOME, LP CASH BALANCE PLAN-17$1,083,313$201,200$11,835iApproximate average salary by contribution assumption: employee only about $295,882 at 4% or $197,255 at 6%; with 50% employer match about $197,255 at 4% or $131,503 at 6%; with 100% employer match about $147,941 at 4% or $98,627 at 6%.
2019217$2,059,360$343,464$20,204iApproximate average salary by contribution assumption: employee only about $505,094 at 4% or $336,729 at 6%; with 50% employer match about $336,729 at 4% or $224,486 at 6%; with 100% employer match about $252,547 at 4% or $168,365 at 6%.
Tatum Brown Classic Home LP Retirement Trust-17$1,192,861$193,464$11,380iApproximate average salary by contribution assumption: employee only about $284,506 at 4% or $189,671 at 6%; with 50% employer match about $189,671 at 4% or $126,447 at 6%; with 100% employer match about $142,253 at 4% or $94,835 at 6%.
TATUM BROWN CLASSIC HOME, LP CASH BALANCE PLAN-16$866,499$150,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
2018222$1,572,096$390,675$17,758iApproximate average salary by contribution assumption: employee only about $443,949 at 4% or $295,966 at 6%; with 50% employer match about $295,966 at 4% or $197,311 at 6%; with 100% employer match about $221,974 at 4% or $147,983 at 6%.
Tatum Brown Classic Home LP Retirement Trust-22$917,124$210,575$9,572iApproximate average salary by contribution assumption: employee only about $239,290 at 4% or $159,527 at 6%; with 50% employer match about $159,527 at 4% or $106,351 at 6%; with 100% employer match about $119,645 at 4% or $79,763 at 6%.
TATUM BROWN CLASSIC HOME, LP CASH BALANCE PLAN-16$654,972$180,100$11,256iApproximate average salary by contribution assumption: employee only about $281,406 at 4% or $187,604 at 6%; with 50% employer match about $187,604 at 4% or $125,069 at 6%; with 100% employer match about $140,703 at 4% or $93,802 at 6%.
2017219$1,327,902$368,036$19,370iApproximate average salary by contribution assumption: employee only about $484,258 at 4% or $322,839 at 6%; with 50% employer match about $322,839 at 4% or $215,226 at 6%; with 100% employer match about $242,129 at 4% or $161,419 at 6%.
Tatum Brown Classic Home LP Retirement Trust-19$818,181$185,175$9,746iApproximate average salary by contribution assumption: employee only about $243,651 at 4% or $162,434 at 6%; with 50% employer match about $162,434 at 4% or $108,289 at 6%; with 100% employer match about $121,826 at 4% or $81,217 at 6%.
TATUM BROWN CLASSIC HOME, LP CASH BALANCE PLAN-15$509,721$182,861$12,191iApproximate average salary by contribution assumption: employee only about $304,768 at 4% or $203,179 at 6%; with 50% employer match about $203,179 at 4% or $135,453 at 6%; with 100% employer match about $152,384 at 4% or $101,589 at 6%.
2016219$896,794$372,081$19,583iApproximate average salary by contribution assumption: employee only about $489,580 at 4% or $326,387 at 6%; with 50% employer match about $326,387 at 4% or $217,591 at 6%; with 100% employer match about $244,790 at 4% or $163,193 at 6%.
Tatum Brown Classic Home LP Retirement Trust-19$592,828$203,825$10,728iApproximate average salary by contribution assumption: employee only about $268,191 at 4% or $178,794 at 6%; with 50% employer match about $178,794 at 4% or $119,196 at 6%; with 100% employer match about $134,095 at 4% or $89,397 at 6%.
TATUM BROWN CLASSIC HOME, LP CASH BALANCE PLAN-16$303,966$168,256$10,516iApproximate average salary by contribution assumption: employee only about $262,900 at 4% or $175,267 at 6%; with 50% employer match about $175,267 at 4% or $116,844 at 6%; with 100% employer match about $131,450 at 4% or $87,633 at 6%.
2015216$445,106$329,163$20,573iApproximate average salary by contribution assumption: employee only about $514,317 at 4% or $342,878 at 6%; with 50% employer match about $342,878 at 4% or $228,585 at 6%; with 100% employer match about $257,159 at 4% or $171,439 at 6%.
Tatum Brown Classic Home LP Retirement Trust-16$320,152$204,209$12,763iApproximate average salary by contribution assumption: employee only about $319,077 at 4% or $212,718 at 6%; with 50% employer match about $212,718 at 4% or $141,812 at 6%; with 100% employer match about $159,538 at 4% or $106,359 at 6%.
TATUM BROWN CLASSIC HOME, LP CASH BALANCE PLAN BALANCE PLAN-16$124,954$124,954$7,810iApproximate average salary by contribution assumption: employee only about $195,241 at 4% or $130,160 at 6%; with 50% employer match about $130,160 at 4% or $86,774 at 6%; with 100% employer match about $97,620 at 4% or $65,080 at 6%.
201415$126,766$80,373$16,075iApproximate average salary by contribution assumption: employee only about $401,865 at 4% or $267,910 at 6%; with 50% employer match about $267,910 at 4% or $178,607 at 6%; with 100% employer match about $200,933 at 4% or $133,955 at 6%.
Tatum Brown Classic Home LP Retirement Trust-5$126,766$80,373$16,075iApproximate average salary by contribution assumption: employee only about $401,865 at 4% or $267,910 at 6%; with 50% employer match about $267,910 at 4% or $178,607 at 6%; with 100% employer match about $200,933 at 4% or $133,955 at 6%.
201315$42,920$42,505$8,501iApproximate average salary by contribution assumption: employee only about $212,525 at 4% or $141,683 at 6%; with 50% employer match about $141,683 at 4% or $94,456 at 6%; with 100% employer match about $106,263 at 4% or $70,842 at 6%.
Tatum Brown Classic Home LP Retirement Trust-5$42,920$42,505$8,501iApproximate average salary by contribution assumption: employee only about $212,525 at 4% or $141,683 at 6%; with 50% employer match about $141,683 at 4% or $94,456 at 6%; with 100% employer match about $106,263 at 4% or $70,842 at 6%.