2023 Form 5500 filing — T.F. Warren Group Retirement Savings Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015145539NAL0050026848001) for T.F. Warren Group Retirement Savings Plan, reported by T. F. Warren Group Corporation under EIN 98-0346372 and plan number 001. It reports 642 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.6MReported net assets$16,587,928

Participants642

Provider compensation$60.3K3 Schedule C row(s)$60,255

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015145539NAL0050026848001
Plan sponsor: T. F. Warren Group Corporation
EIN: 98-0346372
Plan number: 001
Location: Fairhope, AL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.6M total assets

Net assets$16.6MLiabilities$0

Money in vs. money out

Total income / additions$5.8M

Total expenses$1.1M

Benefits paid / distributions$1M

Contributions

Employer$779.6K

Participant$1.6M

Full reported line items

Total assets (EOY): $16,587,928
Total liabilities (EOY): $0
Net assets (EOY): $16,587,928
Employer contributions: $779,586
Participant contributions: $1,633,433
Total income / additions: $5,783,987
Benefits paid: $1,007,333
Administrative expenses: $60,107
Total expenses: $1,067,378
Net increase / (decrease): $4,716,609

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Stifel Nicolaus Insurance Agency In$39.4K
INVESTMENT ADVISORY · Direct $39.2K · Indirect $148
2
Principal Life Insurance Company$20.9K
CONTRACT ADMINISTRATOR · Direct $20.9K · Indirect $0
3
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015145539NAL0050026848001 cover?: It is the 2023 Form 5500 filing for T.F. Warren Group Retirement Savings Plan, reported by T. F. Warren Group Corporation (EIN 98-0346372).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).