Civic Intelligence

T. Lynn Warthan, M.D.

Plan context: T. Lynn Warthan, M.D. Cash Balance Plan

EIN 75-1477100 • Nacogdoches, TX • 41 filings • 10 plans

4730 NE Stallings DriveNacogdoches, TX 75965
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,887,839

2024 Contributions

$187,000

Historical Graphs

Total Assets Over Time

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

$5,151,587$2,575,794$0199920142024YearValue
$1,887,839Latest year 2024

Participants Over Time

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

1470199920122024YearValue
4Latest 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
202424$1,887,839$0-
T. Lynn Warthan, M.D. Cash Balance Plan-4$1,887,839$0-
T.Lynn Warthan, MD, S-E Ret Plan-0$0$0-
202326$5,015,134$0-
T.Lynn Warthan, MD, S-E Ret Plan-6$3,202,385$0-
T. Lynn Warthan, M.D. Cash Balance Plan-4$1,812,749$0-
202226$4,917,498$187,000$31,167iApproximate average salary by contribution assumption: employee only about $779,167 at 4% or $519,444 at 6%; with 50% employer match about $519,444 at 4% or $346,296 at 6%; with 100% employer match about $389,583 at 4% or $259,722 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-6$3,202,385$27,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
T. Lynn Warthan, M.D. Cash Balance Plan-4$1,715,113$160,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
2021211$5,151,587$254,802$23,164iApproximate average salary by contribution assumption: employee only about $579,095 at 4% or $386,064 at 6%; with 50% employer match about $386,064 at 4% or $257,376 at 6%; with 100% employer match about $289,548 at 4% or $193,032 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-11$3,390,919$45,802$4,164iApproximate average salary by contribution assumption: employee only about $104,095 at 4% or $69,397 at 6%; with 50% employer match about $69,397 at 4% or $46,265 at 6%; with 100% employer match about $52,048 at 4% or $34,698 at 6%.
T. Lynn Warthan, M.D. Cash Balance Plan-5$1,760,668$209,000$41,800iApproximate average salary by contribution assumption: employee only about $1,045,000 at 4% or $696,667 at 6%; with 50% employer match about $696,667 at 4% or $464,444 at 6%; with 100% employer match about $522,500 at 4% or $348,333 at 6%.
2020211$4,914,185$168,640$15,331iApproximate average salary by contribution assumption: employee only about $383,273 at 4% or $255,515 at 6%; with 50% employer match about $255,515 at 4% or $170,343 at 6%; with 100% employer match about $191,636 at 4% or $127,758 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-11$3,362,464$49,640$4,513iApproximate average salary by contribution assumption: employee only about $112,818 at 4% or $75,212 at 6%; with 50% employer match about $75,212 at 4% or $50,141 at 6%; with 100% employer match about $56,409 at 4% or $37,606 at 6%.
T. Lynn Warthan, M.D. Cash Balance Plan-7$1,551,721$119,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
2019210$4,663,087$250,150$25,015iApproximate average salary by contribution assumption: employee only about $625,375 at 4% or $416,917 at 6%; with 50% employer match about $416,917 at 4% or $277,944 at 6%; with 100% employer match about $312,688 at 4% or $208,458 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-10$3,187,395$50,150$5,015iApproximate average salary by contribution assumption: employee only about $125,375 at 4% or $83,583 at 6%; with 50% employer match about $83,583 at 4% or $55,722 at 6%; with 100% employer match about $62,688 at 4% or $41,792 at 6%.
T. Lynn Warthan, M.D. Cash Balance Plan-10$1,475,692$200,000$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%.
2018214$4,225,318$259,304$18,522iApproximate average salary by contribution assumption: employee only about $463,043 at 4% or $308,695 at 6%; with 50% employer match about $308,695 at 4% or $205,797 at 6%; with 100% employer match about $231,521 at 4% or $154,348 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-14$2,926,655$59,304$4,236iApproximate average salary by contribution assumption: employee only about $105,900 at 4% or $70,600 at 6%; with 50% employer match about $70,600 at 4% or $47,067 at 6%; with 100% employer match about $52,950 at 4% or $35,300 at 6%.
T. Lynn Warthan, M.D. Cash Balance Plan-12$1,298,663$200,000$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%.
2017211$4,375,434$250,883$22,808iApproximate average salary by contribution assumption: employee only about $570,189 at 4% or $380,126 at 6%; with 50% employer match about $380,126 at 4% or $253,417 at 6%; with 100% employer match about $285,094 at 4% or $190,063 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-11$3,145,801$50,883$4,626iApproximate average salary by contribution assumption: employee only about $115,643 at 4% or $77,095 at 6%; with 50% employer match about $77,095 at 4% or $51,397 at 6%; with 100% employer match about $57,822 at 4% or $38,548 at 6%.
T. Lynn Warthan, M.D. Cash Balance Plan-10$1,229,633$200,000$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%.
2016212$3,722,907$79,213$6,601iApproximate average salary by contribution assumption: employee only about $165,027 at 4% or $110,018 at 6%; with 50% employer match about $110,018 at 4% or $73,345 at 6%; with 100% employer match about $82,514 at 4% or $55,009 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-12$2,751,221$53,713$4,476iApproximate average salary by contribution assumption: employee only about $111,902 at 4% or $74,601 at 6%; with 50% employer match about $74,601 at 4% or $49,734 at 6%; with 100% employer match about $55,951 at 4% or $37,301 at 6%.
T. Lynn Warthan, M.D. Cash Balance Plan-12$971,686$25,500$2,125iApproximate average salary by contribution assumption: employee only about $53,125 at 4% or $35,417 at 6%; with 50% employer match about $35,417 at 4% or $23,611 at 6%; with 100% employer match about $26,563 at 4% or $17,708 at 6%.
2015211$3,798,969$134,797$12,254iApproximate average salary by contribution assumption: employee only about $306,357 at 4% or $204,238 at 6%; with 50% employer match about $204,238 at 4% or $136,159 at 6%; with 100% employer match about $153,178 at 4% or $102,119 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-7$2,829,417$60,297$8,614iApproximate average salary by contribution assumption: employee only about $215,346 at 4% or $143,564 at 6%; with 50% employer match about $143,564 at 4% or $95,710 at 6%; with 100% employer match about $107,673 at 4% or $71,782 at 6%.
T. Lynn Warthan, M.D. Cash Balance Plan-11$969,552$74,500$6,773iApproximate average salary by contribution assumption: employee only about $169,318 at 4% or $112,879 at 6%; with 50% employer match about $112,879 at 4% or $75,253 at 6%; with 100% employer match about $84,659 at 4% or $56,439 at 6%.
201427$3,962,131$100,550$14,364iApproximate average salary by contribution assumption: employee only about $359,107 at 4% or $239,405 at 6%; with 50% employer match about $239,405 at 4% or $159,603 at 6%; with 100% employer match about $179,554 at 4% or $119,702 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-7$3,005,389$50,550$7,221iApproximate average salary by contribution assumption: employee only about $180,536 at 4% or $120,357 at 6%; with 50% employer match about $120,357 at 4% or $80,238 at 6%; with 100% employer match about $90,268 at 4% or $60,179 at 6%.
T. Lynn Warthan, M.D. Cash Balance Plan-7$956,742$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
201326$3,754,774$280,690$46,782iApproximate average salary by contribution assumption: employee only about $1,169,542 at 4% or $779,694 at 6%; with 50% employer match about $779,694 at 4% or $519,796 at 6%; with 100% employer match about $584,771 at 4% or $389,847 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-6$2,872,556$49,785$8,298iApproximate average salary by contribution assumption: employee only about $207,438 at 4% or $138,292 at 6%; with 50% employer match about $138,292 at 4% or $92,194 at 6%; with 100% employer match about $103,719 at 4% or $69,146 at 6%.
T. Lynn Warthan, M.D. Cash Balance Plan-6$882,218$230,905$38,484iApproximate average salary by contribution assumption: employee only about $962,104 at 4% or $641,403 at 6%; with 50% employer match about $641,403 at 4% or $427,602 at 6%; with 100% employer match about $481,052 at 4% or $320,701 at 6%.
201226$2,740,554$250,856$41,809iApproximate average salary by contribution assumption: employee only about $1,045,233 at 4% or $696,822 at 6%; with 50% employer match about $696,822 at 4% or $464,548 at 6%; with 100% employer match about $522,617 at 4% or $348,411 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-5$2,202,190$48,215$9,643iApproximate average salary by contribution assumption: employee only about $241,075 at 4% or $160,717 at 6%; with 50% employer match about $160,717 at 4% or $107,144 at 6%; with 100% employer match about $120,538 at 4% or $80,358 at 6%.
T. Lynn Warthan, M.D. Cash Balance Plan-6$538,364$202,641$33,774iApproximate average salary by contribution assumption: employee only about $844,338 at 4% or $562,892 at 6%; with 50% employer match about $562,892 at 4% or $375,261 at 6%; with 100% employer match about $422,169 at 4% or $281,446 at 6%.
201126$2,286,555$235,574$39,262iApproximate average salary by contribution assumption: employee only about $981,558 at 4% or $654,372 at 6%; with 50% employer match about $654,372 at 4% or $436,248 at 6%; with 100% employer match about $490,779 at 4% or $327,186 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-4$1,970,812$44,330$11,083iApproximate average salary by contribution assumption: employee only about $277,063 at 4% or $184,708 at 6%; with 50% employer match about $184,708 at 4% or $123,139 at 6%; with 100% employer match about $138,531 at 4% or $92,354 at 6%.
T. Lynn Warthan, M.D. Cash Balance Plan-6$315,743$191,244$31,874iApproximate average salary by contribution assumption: employee only about $796,850 at 4% or $531,233 at 6%; with 50% employer match about $531,233 at 4% or $354,156 at 6%; with 100% employer match about $398,425 at 4% or $265,617 at 6%.
201024$2,102,839$166,820$41,705iApproximate average salary by contribution assumption: employee only about $1,042,625 at 4% or $695,083 at 6%; with 50% employer match about $695,083 at 4% or $463,389 at 6%; with 100% employer match about $521,313 at 4% or $347,542 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-4$1,981,125$45,106$11,277iApproximate average salary by contribution assumption: employee only about $281,913 at 4% or $187,942 at 6%; with 50% employer match about $187,942 at 4% or $125,294 at 6%; with 100% employer match about $140,956 at 4% or $93,971 at 6%.
T. Lynn Warthan, M.D. Cash Balance Plan-3$121,714$121,714$40,571iApproximate average salary by contribution assumption: employee only about $1,014,283 at 4% or $676,189 at 6%; with 50% employer match about $676,189 at 4% or $450,793 at 6%; with 100% employer match about $507,142 at 4% or $338,094 at 6%.
200914$1,723,386$66,304$16,576iApproximate average salary by contribution assumption: employee only about $414,400 at 4% or $276,267 at 6%; with 50% employer match about $276,267 at 4% or $184,178 at 6%; with 100% employer match about $207,200 at 4% or $138,133 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-4$1,723,386$66,304$16,576iApproximate average salary by contribution assumption: employee only about $414,400 at 4% or $276,267 at 6%; with 50% employer match about $276,267 at 4% or $184,178 at 6%; with 100% employer match about $207,200 at 4% or $138,133 at 6%.
200814$0$0-
T.Lynn Warthan, MD, S-E Ret Plan-4---
200714$0$0-
T.Lynn Warthan, MD, S-E Ret Plan-4---
200613$1,847,121$61,459$20,486iApproximate average salary by contribution assumption: employee only about $512,158 at 4% or $341,439 at 6%; with 50% employer match about $341,439 at 4% or $227,626 at 6%; with 100% employer match about $256,079 at 4% or $170,719 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-3$1,847,121$61,459$20,486iApproximate average salary by contribution assumption: employee only about $512,158 at 4% or $341,439 at 6%; with 50% employer match about $341,439 at 4% or $227,626 at 6%; with 100% employer match about $256,079 at 4% or $170,719 at 6%.
200513$1,576,802$54,347$18,116iApproximate average salary by contribution assumption: employee only about $452,892 at 4% or $301,928 at 6%; with 50% employer match about $301,928 at 4% or $201,285 at 6%; with 100% employer match about $226,446 at 4% or $150,964 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-3$1,576,802$54,347$18,116iApproximate average salary by contribution assumption: employee only about $452,892 at 4% or $301,928 at 6%; with 50% employer match about $301,928 at 4% or $201,285 at 6%; with 100% employer match about $226,446 at 4% or $150,964 at 6%.
200413$1,421,462$52,890$17,630iApproximate average salary by contribution assumption: employee only about $440,750 at 4% or $293,833 at 6%; with 50% employer match about $293,833 at 4% or $195,889 at 6%; with 100% employer match about $220,375 at 4% or $146,917 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-3$1,421,462$52,890$17,630iApproximate average salary by contribution assumption: employee only about $440,750 at 4% or $293,833 at 6%; with 50% employer match about $293,833 at 4% or $195,889 at 6%; with 100% employer match about $220,375 at 4% or $146,917 at 6%.
200313$1,200,010$51,544$17,181iApproximate average salary by contribution assumption: employee only about $429,533 at 4% or $286,356 at 6%; with 50% employer match about $286,356 at 4% or $190,904 at 6%; with 100% employer match about $214,767 at 4% or $143,178 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-3$1,200,010$51,544$17,181iApproximate average salary by contribution assumption: employee only about $429,533 at 4% or $286,356 at 6%; with 50% employer match about $286,356 at 4% or $190,904 at 6%; with 100% employer match about $214,767 at 4% or $143,178 at 6%.
200214$890,744$54,032$13,508iApproximate average salary by contribution assumption: employee only about $337,700 at 4% or $225,133 at 6%; with 50% employer match about $225,133 at 4% or $150,089 at 6%; with 100% employer match about $168,850 at 4% or $112,567 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-4$890,744$54,032$13,508iApproximate average salary by contribution assumption: employee only about $337,700 at 4% or $225,133 at 6%; with 50% employer match about $225,133 at 4% or $150,089 at 6%; with 100% employer match about $168,850 at 4% or $112,567 at 6%.
200113$0$0-
T.Lynn Warthan, MD, S-E Ret Plan-3---
200013$0$0-
T.Lynn Warthan, MD, S-E Ret Plan-3---
199913$1,057,430$31,507$10,502iApproximate average salary by contribution assumption: employee only about $262,558 at 4% or $175,039 at 6%; with 50% employer match about $175,039 at 4% or $116,693 at 6%; with 100% employer match about $131,279 at 4% or $87,519 at 6%.
T.Lynn Warthan, MD, S-E Ret Plan-3$1,057,430$31,507$10,502iApproximate average salary by contribution assumption: employee only about $262,558 at 4% or $175,039 at 6%; with 50% employer match about $175,039 at 4% or $116,693 at 6%; with 100% employer match about $131,279 at 4% or $87,519 at 6%.