Civic Intelligence

Kelly E. Morgan, DMD, Ms PC

Plan context: Kelly E. Morgan, DMD, Ms PC 401(K) Profit Sharing Plan

EIN 20-8133688 • Lansdowne, VA • 18 filings • 4 plans

19420 Golf Vista PlazaSuite 120Lansdowne, VA 20176
Current Snapshot

Latest Year

2025

2025 Participants

17

2025 Assets

$2,795,683

2025 Contributions

$171,872

Historical Graphs

Total Assets Over Time

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

$2,795,683$1,397,842$0200820172025YearValue
$2,795,683Latest year 2025

Participants Over Time

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

21110200820172025YearValue
17Latest year 2025

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
2025117$2,795,683$171,872$10,110iApproximate average salary by contribution assumption: employee only about $252,753 at 4% or $168,502 at 6%; with 50% employer match about $168,502 at 4% or $112,335 at 6%; with 100% employer match about $126,376 at 4% or $84,251 at 6%.
Kelly E. Morgan, DMD, Ms PC 401(K) Profit Sharing Plan-17$2,795,683$171,872$10,110iApproximate average salary by contribution assumption: employee only about $252,753 at 4% or $168,502 at 6%; with 50% employer match about $168,502 at 4% or $112,335 at 6%; with 100% employer match about $126,376 at 4% or $84,251 at 6%.
2024121$2,375,714$167,762$7,989iApproximate average salary by contribution assumption: employee only about $199,717 at 4% or $133,144 at 6%; with 50% employer match about $133,144 at 4% or $88,763 at 6%; with 100% employer match about $99,858 at 4% or $66,572 at 6%.
Kelly E. Morgan, DMD, Ms PC 401(K) Profit Sharing Plan-21$2,375,714$167,762$7,989iApproximate average salary by contribution assumption: employee only about $199,717 at 4% or $133,144 at 6%; with 50% employer match about $133,144 at 4% or $88,763 at 6%; with 100% employer match about $99,858 at 4% or $66,572 at 6%.
2023119$2,025,873$161,254$8,487iApproximate average salary by contribution assumption: employee only about $212,176 at 4% or $141,451 at 6%; with 50% employer match about $141,451 at 4% or $94,301 at 6%; with 100% employer match about $106,088 at 4% or $70,725 at 6%.
Kelly E. Morgan, DMD, Ms PC 401(K) Profit Sharing Plan-19$2,025,873$161,254$8,487iApproximate average salary by contribution assumption: employee only about $212,176 at 4% or $141,451 at 6%; with 50% employer match about $141,451 at 4% or $94,301 at 6%; with 100% employer match about $106,088 at 4% or $70,725 at 6%.
2022119$1,617,058$177,786$9,357iApproximate average salary by contribution assumption: employee only about $233,929 at 4% or $155,953 at 6%; with 50% employer match about $155,953 at 4% or $103,968 at 6%; with 100% employer match about $116,964 at 4% or $77,976 at 6%.
Kelly E. Morgan, DMD, Ms PC 401(K) Profit Sharing Plan-19$1,617,058$177,786$9,357iApproximate average salary by contribution assumption: employee only about $233,929 at 4% or $155,953 at 6%; with 50% employer match about $155,953 at 4% or $103,968 at 6%; with 100% employer match about $116,964 at 4% or $77,976 at 6%.
2021117$1,697,743$85,458$5,027iApproximate average salary by contribution assumption: employee only about $125,674 at 4% or $83,782 at 6%; with 50% employer match about $83,782 at 4% or $55,855 at 6%; with 100% employer match about $62,837 at 4% or $41,891 at 6%.
Kelly E. Morgan, DMD, Ms PC 401(K) Profit Sharing Plan-17$1,697,743$85,458$5,027iApproximate average salary by contribution assumption: employee only about $125,674 at 4% or $83,782 at 6%; with 50% employer match about $83,782 at 4% or $55,855 at 6%; with 100% employer match about $62,837 at 4% or $41,891 at 6%.
202019$1,344,119$90,198$10,022iApproximate average salary by contribution assumption: employee only about $250,550 at 4% or $167,033 at 6%; with 50% employer match about $167,033 at 4% or $111,356 at 6%; with 100% employer match about $125,275 at 4% or $83,517 at 6%.
Kelly E. Morgan, DMD, Ms PC 401(K) Profit Sharing Plan-9$1,344,119$90,198$10,022iApproximate average salary by contribution assumption: employee only about $250,550 at 4% or $167,033 at 6%; with 50% employer match about $167,033 at 4% or $111,356 at 6%; with 100% employer match about $125,275 at 4% or $83,517 at 6%.
201917$1,120,503$90,993$12,999iApproximate average salary by contribution assumption: employee only about $324,975 at 4% or $216,650 at 6%; with 50% employer match about $216,650 at 4% or $144,433 at 6%; with 100% employer match about $162,488 at 4% or $108,325 at 6%.
Kelly E. Morgan, DMD, Ms PC 401(K) Profit Sharing Plan-7$1,120,503$90,993$12,999iApproximate average salary by contribution assumption: employee only about $324,975 at 4% or $216,650 at 6%; with 50% employer match about $216,650 at 4% or $144,433 at 6%; with 100% employer match about $162,488 at 4% or $108,325 at 6%.
2018110$871,863$104,874$10,487iApproximate average salary by contribution assumption: employee only about $262,185 at 4% or $174,790 at 6%; with 50% employer match about $174,790 at 4% or $116,527 at 6%; with 100% employer match about $131,093 at 4% or $87,395 at 6%.
Kelly E. Morgan, DMD, Ms PC 401(K) Profit Sharing Plan-10$871,863$104,874$10,487iApproximate average salary by contribution assumption: employee only about $262,185 at 4% or $174,790 at 6%; with 50% employer match about $174,790 at 4% or $116,527 at 6%; with 100% employer match about $131,093 at 4% or $87,395 at 6%.
2017111$848,805$87,282$7,935iApproximate average salary by contribution assumption: employee only about $198,368 at 4% or $132,245 at 6%; with 50% employer match about $132,245 at 4% or $88,164 at 6%; with 100% employer match about $99,184 at 4% or $66,123 at 6%.
Kelly E. Morgan, DMD, Ms PC 401(K) Profit Sharing Plan-11$848,805$87,282$7,935iApproximate average salary by contribution assumption: employee only about $198,368 at 4% or $132,245 at 6%; with 50% employer match about $132,245 at 4% or $88,164 at 6%; with 100% employer match about $99,184 at 4% or $66,123 at 6%.
201618$738,612$75,582$9,448iApproximate average salary by contribution assumption: employee only about $236,194 at 4% or $157,463 at 6%; with 50% employer match about $157,463 at 4% or $104,975 at 6%; with 100% employer match about $118,097 at 4% or $78,731 at 6%.
Kelly E. Morgan, DMD, Ms PC 401(K) Profit Sharing Plan-8$738,612$75,582$9,448iApproximate average salary by contribution assumption: employee only about $236,194 at 4% or $157,463 at 6%; with 50% employer match about $157,463 at 4% or $104,975 at 6%; with 100% employer match about $118,097 at 4% or $78,731 at 6%.
201518$564,333$76,912$9,614iApproximate average salary by contribution assumption: employee only about $240,350 at 4% or $160,233 at 6%; with 50% employer match about $160,233 at 4% or $106,822 at 6%; with 100% employer match about $120,175 at 4% or $80,117 at 6%.
Kelly E. Morgan, DMD, Ms PC 401(K) Profit Sharing Plan-8$564,333$76,912$9,614iApproximate average salary by contribution assumption: employee only about $240,350 at 4% or $160,233 at 6%; with 50% employer match about $160,233 at 4% or $106,822 at 6%; with 100% employer match about $120,175 at 4% or $80,117 at 6%.
201419$584,771$100,495$11,166iApproximate average salary by contribution assumption: employee only about $279,153 at 4% or $186,102 at 6%; with 50% employer match about $186,102 at 4% or $124,068 at 6%; with 100% employer match about $139,576 at 4% or $93,051 at 6%.
Kelly E. Morgan, DMD, Ms PC 401(K) Profit Sharing Plan-9$584,771$100,495$11,166iApproximate average salary by contribution assumption: employee only about $279,153 at 4% or $186,102 at 6%; with 50% employer match about $186,102 at 4% or $124,068 at 6%; with 100% employer match about $139,576 at 4% or $93,051 at 6%.
2013110$470,845$113,124$11,312iApproximate average salary by contribution assumption: employee only about $282,810 at 4% or $188,540 at 6%; with 50% employer match about $188,540 at 4% or $125,693 at 6%; with 100% employer match about $141,405 at 4% or $94,270 at 6%.
Kelly E. Morgan, DMD, Ms PC 401(K) Profit Sharing Plan-10$470,845$113,124$11,312iApproximate average salary by contribution assumption: employee only about $282,810 at 4% or $188,540 at 6%; with 50% employer match about $188,540 at 4% or $125,693 at 6%; with 100% employer match about $141,405 at 4% or $94,270 at 6%.
2012111$321,070$127,951$11,632iApproximate average salary by contribution assumption: employee only about $290,798 at 4% or $193,865 at 6%; with 50% employer match about $193,865 at 4% or $129,243 at 6%; with 100% employer match about $145,399 at 4% or $96,933 at 6%.
Kelly E. Morgan, DMD, Ms PC 401(K) Profit Sharing Plan-11$321,070$127,951$11,632iApproximate average salary by contribution assumption: employee only about $290,798 at 4% or $193,865 at 6%; with 50% employer match about $193,865 at 4% or $129,243 at 6%; with 100% employer match about $145,399 at 4% or $96,933 at 6%.
201114$168,580$76,393$19,098iApproximate average salary by contribution assumption: employee only about $477,456 at 4% or $318,304 at 6%; with 50% employer match about $318,304 at 4% or $212,203 at 6%; with 100% employer match about $238,728 at 4% or $159,152 at 6%.
Kelly E. Morgan, DMD, Ms PC 401(K) Profit Sharing Plan-4$168,580$76,393$19,098iApproximate average salary by contribution assumption: employee only about $477,456 at 4% or $318,304 at 6%; with 50% employer match about $318,304 at 4% or $212,203 at 6%; with 100% employer match about $238,728 at 4% or $159,152 at 6%.
201014$115,101$26,970$6,743iApproximate average salary by contribution assumption: employee only about $168,563 at 4% or $112,375 at 6%; with 50% employer match about $112,375 at 4% or $74,917 at 6%; with 100% employer match about $84,281 at 4% or $56,188 at 6%.
Kelly E. Morgan, DMD, Ms PC 401(K) Profit Sharing Plan-4$115,101$26,970$6,743iApproximate average salary by contribution assumption: employee only about $168,563 at 4% or $112,375 at 6%; with 50% employer match about $112,375 at 4% or $74,917 at 6%; with 100% employer match about $84,281 at 4% or $56,188 at 6%.
200915$57,304$37,443$7,489iApproximate average salary by contribution assumption: employee only about $187,215 at 4% or $124,810 at 6%; with 50% employer match about $124,810 at 4% or $83,207 at 6%; with 100% employer match about $93,608 at 4% or $62,405 at 6%.
Kelly E. Morgan, DMD, Ms PC 401(K) Profit Sharing Plan-5$57,304$37,443$7,489iApproximate average salary by contribution assumption: employee only about $187,215 at 4% or $124,810 at 6%; with 50% employer match about $124,810 at 4% or $83,207 at 6%; with 100% employer match about $93,608 at 4% or $62,405 at 6%.
200813$16,363$16,421$5,474iApproximate average salary by contribution assumption: employee only about $136,842 at 4% or $91,228 at 6%; with 50% employer match about $91,228 at 4% or $60,819 at 6%; with 100% employer match about $68,421 at 4% or $45,614 at 6%.
Kelly E. Morgan, DMD, Ms PC 401(K) Profit Sharing Plan-3$16,363$16,421$5,474iApproximate average salary by contribution assumption: employee only about $136,842 at 4% or $91,228 at 6%; with 50% employer match about $91,228 at 4% or $60,819 at 6%; with 100% employer match about $68,421 at 4% or $45,614 at 6%.