Thomas U. Warren Inc.
Plan context: Thomas U Warren Inc. Pension Trust
EIN 63-0987633 • Mobile, AL • 29 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$3,749,526
2024 Contributions
$60,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $3,749,526 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $3,749,526 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2023 | 1 | 3 | $3,367,242 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $3,367,242 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2022 | 1 | 3 | $2,929,413 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $2,929,413 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2021 | 1 | 3 | $2,909,940 | -$83,473 | - |
| Thomas U Warren Inc. Pension Trust | - | 3 | $2,909,940 | -$83,473 | - |
| 2020 | 1 | 3 | $3,008,941 | $55,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $3,008,941 | $55,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| 2019 | 1 | 3 | $2,236,050 | $55,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $2,236,050 | $55,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| 2018 | 1 | 3 | $2,161,304 | $55,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $2,161,304 | $55,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| 2017 | 1 | 3 | $1,935,210 | $55,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $1,935,210 | $55,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| 2016 | 1 | 3 | $1,757,864 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $1,757,864 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2015 | 1 | 3 | $1,550,351 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $1,550,351 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2014 | 1 | 3 | $1,664,626 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $1,664,626 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2013 | 1 | 3 | $1,668,468 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $1,668,468 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| 2012 | 1 | 3 | $1,489,953 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $1,489,953 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2011 | 1 | 3 | $1,313,873 | $65,000 | $21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $1,313,873 | $65,000 | $21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%. |
| 2010 | 1 | 3 | $1,268,255 | $172,165 | $57,388iApproximate average salary by contribution assumption: employee only about $1,434,708 at 4% or $956,472 at 6%; with 50% employer match about $956,472 at 4% or $637,648 at 6%; with 100% employer match about $717,354 at 4% or $478,236 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $1,268,255 | $172,165 | $57,388iApproximate average salary by contribution assumption: employee only about $1,434,708 at 4% or $956,472 at 6%; with 50% employer match about $956,472 at 4% or $637,648 at 6%; with 100% employer match about $717,354 at 4% or $478,236 at 6%. |
| 2009 | 1 | 3 | $1,108,307 | $65,593 | $21,864iApproximate average salary by contribution assumption: employee only about $546,608 at 4% or $364,406 at 6%; with 50% employer match about $364,406 at 4% or $242,937 at 6%; with 100% employer match about $273,304 at 4% or $182,203 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $1,108,307 | $65,593 | $21,864iApproximate average salary by contribution assumption: employee only about $546,608 at 4% or $364,406 at 6%; with 50% employer match about $364,406 at 4% or $242,937 at 6%; with 100% employer match about $273,304 at 4% or $182,203 at 6%. |
| 2008 | 1 | 3 | $979,989 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $979,989 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Thomas U Warren Inc. Pension Trust | - | 3 | - | - | - |
| 2006 | 1 | 3 | $1,279,146 | $60,507 | $20,169iApproximate average salary by contribution assumption: employee only about $504,225 at 4% or $336,150 at 6%; with 50% employer match about $336,150 at 4% or $224,100 at 6%; with 100% employer match about $252,113 at 4% or $168,075 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $1,279,146 | $60,507 | $20,169iApproximate average salary by contribution assumption: employee only about $504,225 at 4% or $336,150 at 6%; with 50% employer match about $336,150 at 4% or $224,100 at 6%; with 100% employer match about $252,113 at 4% or $168,075 at 6%. |
| 2005 | 1 | 3 | $1,112,462 | $59,258 | $19,753iApproximate average salary by contribution assumption: employee only about $493,817 at 4% or $329,211 at 6%; with 50% employer match about $329,211 at 4% or $219,474 at 6%; with 100% employer match about $246,908 at 4% or $164,606 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $1,112,462 | $59,258 | $19,753iApproximate average salary by contribution assumption: employee only about $493,817 at 4% or $329,211 at 6%; with 50% employer match about $329,211 at 4% or $219,474 at 6%; with 100% employer match about $246,908 at 4% or $164,606 at 6%. |
| 2004 | 1 | 3 | $945,674 | $56,057 | $18,686iApproximate average salary by contribution assumption: employee only about $467,142 at 4% or $311,428 at 6%; with 50% employer match about $311,428 at 4% or $207,619 at 6%; with 100% employer match about $233,571 at 4% or $155,714 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $945,674 | $56,057 | $18,686iApproximate average salary by contribution assumption: employee only about $467,142 at 4% or $311,428 at 6%; with 50% employer match about $311,428 at 4% or $207,619 at 6%; with 100% employer match about $233,571 at 4% or $155,714 at 6%. |
| 2003 | 1 | 3 | $845,170 | $52,908 | $17,636iApproximate average salary by contribution assumption: employee only about $440,900 at 4% or $293,933 at 6%; with 50% employer match about $293,933 at 4% or $195,956 at 6%; with 100% employer match about $220,450 at 4% or $146,967 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $845,170 | $52,908 | $17,636iApproximate average salary by contribution assumption: employee only about $440,900 at 4% or $293,933 at 6%; with 50% employer match about $293,933 at 4% or $195,956 at 6%; with 100% employer match about $220,450 at 4% or $146,967 at 6%. |
| 2002 | 2 | 3 | $697,542 | $52,776 | $17,592iApproximate average salary by contribution assumption: employee only about $439,800 at 4% or $293,200 at 6%; with 50% employer match about $293,200 at 4% or $195,467 at 6%; with 100% employer match about $219,900 at 4% or $146,600 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $697,542 | $44,230 | $14,743iApproximate average salary by contribution assumption: employee only about $368,583 at 4% or $245,722 at 6%; with 50% employer match about $245,722 at 4% or $163,815 at 6%; with 100% employer match about $184,292 at 4% or $122,861 at 6%. |
| Thomas U. Warren Inc. Money Purchase Plan | - | 0 | - | $8,546 | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| Thomas U Warren Inc. Pension Trust | - | 3 | - | - | - |
| Thomas U. Warren Inc. Money Purchase Plan | - | 3 | - | - | - |
| 2000 | 2 | 3 | $730,836 | $40,301 | $13,434iApproximate average salary by contribution assumption: employee only about $335,842 at 4% or $223,894 at 6%; with 50% employer match about $223,894 at 4% or $149,263 at 6%; with 100% employer match about $167,921 at 4% or $111,947 at 6%. |
| Thomas U Warren Inc. Pension Trust | - | 3 | $640,028 | $28,319 | $9,440iApproximate average salary by contribution assumption: employee only about $235,992 at 4% or $157,328 at 6%; with 50% employer match about $157,328 at 4% or $104,885 at 6%; with 100% employer match about $117,996 at 4% or $78,664 at 6%. |
| Thomas U. Warren Inc. Money Purchase Plan | - | 3 | $90,808 | $11,982 | $3,994iApproximate average salary by contribution assumption: employee only about $99,850 at 4% or $66,567 at 6%; with 50% employer match about $66,567 at 4% or $44,378 at 6%; with 100% employer match about $49,925 at 4% or $33,283 at 6%. |
| 1999 | 1 | 3 | $90,733 | $11,234 | $3,745iApproximate average salary by contribution assumption: employee only about $93,617 at 4% or $62,411 at 6%; with 50% employer match about $62,411 at 4% or $41,607 at 6%; with 100% employer match about $46,808 at 4% or $31,206 at 6%. |
| Thomas U. Warren Inc. Money Purchase Plan | - | 3 | $90,733 | $11,234 | $3,745iApproximate average salary by contribution assumption: employee only about $93,617 at 4% or $62,411 at 6%; with 50% employer match about $62,411 at 4% or $41,607 at 6%; with 100% employer match about $46,808 at 4% or $31,206 at 6%. |