Civic Intelligence

Stephen D. Morgan PC.

Plan context: Stephen D. Morgan PC. 401K Profit Sharing Plan

EIN 22-1995150 • Cherry Hill, NJ • 25 filings • 3 plans

1236 Brace Road, Suite KCherry Hill, NJ 08034
Current Snapshot

Latest Year

2023

2023 Participants

16

2023 Assets

$5,986,933

2023 Contributions

$58,930

Historical Graphs

Total Assets Over Time

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

$7,205,740$3,602,870$0199920112022YearValue
$5,986,933Latest year 2022

Participants Over Time

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

25130199920112022YearValue
16Latest year 2022

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
202310$0$58,930-
Stephen D. Morgan PC. 401K Profit Sharing Plan-0$0$58,930-
2022116$5,986,933$111,708$6,982iApproximate average salary by contribution assumption: employee only about $174,544 at 4% or $116,363 at 6%; with 50% employer match about $116,363 at 4% or $77,575 at 6%; with 100% employer match about $87,272 at 4% or $58,181 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-16$5,986,933$111,708$6,982iApproximate average salary by contribution assumption: employee only about $174,544 at 4% or $116,363 at 6%; with 50% employer match about $116,363 at 4% or $77,575 at 6%; with 100% employer match about $87,272 at 4% or $58,181 at 6%.
2021116$7,205,740$155,468$9,717iApproximate average salary by contribution assumption: employee only about $242,919 at 4% or $161,946 at 6%; with 50% employer match about $161,946 at 4% or $107,964 at 6%; with 100% employer match about $121,459 at 4% or $80,973 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-16$7,205,740$155,468$9,717iApproximate average salary by contribution assumption: employee only about $242,919 at 4% or $161,946 at 6%; with 50% employer match about $161,946 at 4% or $107,964 at 6%; with 100% employer match about $121,459 at 4% or $80,973 at 6%.
2020117$5,912,127$145,897$8,582iApproximate average salary by contribution assumption: employee only about $214,554 at 4% or $143,036 at 6%; with 50% employer match about $143,036 at 4% or $95,358 at 6%; with 100% employer match about $107,277 at 4% or $71,518 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-17$5,912,127$145,897$8,582iApproximate average salary by contribution assumption: employee only about $214,554 at 4% or $143,036 at 6%; with 50% employer match about $143,036 at 4% or $95,358 at 6%; with 100% employer match about $107,277 at 4% or $71,518 at 6%.
2019118$5,630,524$174,397$9,689iApproximate average salary by contribution assumption: employee only about $242,218 at 4% or $161,479 at 6%; with 50% employer match about $161,479 at 4% or $107,652 at 6%; with 100% employer match about $121,109 at 4% or $80,739 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-18$5,630,524$174,397$9,689iApproximate average salary by contribution assumption: employee only about $242,218 at 4% or $161,479 at 6%; with 50% employer match about $161,479 at 4% or $107,652 at 6%; with 100% employer match about $121,109 at 4% or $80,739 at 6%.
2018118$4,498,462$167,541$9,308iApproximate average salary by contribution assumption: employee only about $232,696 at 4% or $155,131 at 6%; with 50% employer match about $155,131 at 4% or $103,420 at 6%; with 100% employer match about $116,348 at 4% or $77,565 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-18$4,498,462$167,541$9,308iApproximate average salary by contribution assumption: employee only about $232,696 at 4% or $155,131 at 6%; with 50% employer match about $155,131 at 4% or $103,420 at 6%; with 100% employer match about $116,348 at 4% or $77,565 at 6%.
2017120$5,249,926$166,443$8,322iApproximate average salary by contribution assumption: employee only about $208,054 at 4% or $138,703 at 6%; with 50% employer match about $138,703 at 4% or $92,468 at 6%; with 100% employer match about $104,027 at 4% or $69,351 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-20$5,249,926$166,443$8,322iApproximate average salary by contribution assumption: employee only about $208,054 at 4% or $138,703 at 6%; with 50% employer match about $138,703 at 4% or $92,468 at 6%; with 100% employer match about $104,027 at 4% or $69,351 at 6%.
2016120$4,527,330$168,650$8,433iApproximate average salary by contribution assumption: employee only about $210,813 at 4% or $140,542 at 6%; with 50% employer match about $140,542 at 4% or $93,694 at 6%; with 100% employer match about $105,406 at 4% or $70,271 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-20$4,527,330$168,650$8,433iApproximate average salary by contribution assumption: employee only about $210,813 at 4% or $140,542 at 6%; with 50% employer match about $140,542 at 4% or $93,694 at 6%; with 100% employer match about $105,406 at 4% or $70,271 at 6%.
2015120$4,162,119$148,240$7,412iApproximate average salary by contribution assumption: employee only about $185,300 at 4% or $123,533 at 6%; with 50% employer match about $123,533 at 4% or $82,356 at 6%; with 100% employer match about $92,650 at 4% or $61,767 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-20$4,162,119$148,240$7,412iApproximate average salary by contribution assumption: employee only about $185,300 at 4% or $123,533 at 6%; with 50% employer match about $123,533 at 4% or $82,356 at 6%; with 100% employer match about $92,650 at 4% or $61,767 at 6%.
2014123$4,019,133$124,669$5,420iApproximate average salary by contribution assumption: employee only about $135,510 at 4% or $90,340 at 6%; with 50% employer match about $90,340 at 4% or $60,227 at 6%; with 100% employer match about $67,755 at 4% or $45,170 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-23$4,019,133$124,669$5,420iApproximate average salary by contribution assumption: employee only about $135,510 at 4% or $90,340 at 6%; with 50% employer match about $90,340 at 4% or $60,227 at 6%; with 100% employer match about $67,755 at 4% or $45,170 at 6%.
2013124$3,687,453$170,904$7,121iApproximate average salary by contribution assumption: employee only about $178,025 at 4% or $118,683 at 6%; with 50% employer match about $118,683 at 4% or $79,122 at 6%; with 100% employer match about $89,013 at 4% or $59,342 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-24$3,687,453$170,904$7,121iApproximate average salary by contribution assumption: employee only about $178,025 at 4% or $118,683 at 6%; with 50% employer match about $118,683 at 4% or $79,122 at 6%; with 100% employer match about $89,013 at 4% or $59,342 at 6%.
2012125$3,063,059$189,401$7,576iApproximate average salary by contribution assumption: employee only about $189,401 at 4% or $126,267 at 6%; with 50% employer match about $126,267 at 4% or $84,178 at 6%; with 100% employer match about $94,701 at 4% or $63,134 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-25$3,063,059$189,401$7,576iApproximate average salary by contribution assumption: employee only about $189,401 at 4% or $126,267 at 6%; with 50% employer match about $126,267 at 4% or $84,178 at 6%; with 100% employer match about $94,701 at 4% or $63,134 at 6%.
2011125$2,571,842$158,219$6,329iApproximate average salary by contribution assumption: employee only about $158,219 at 4% or $105,479 at 6%; with 50% employer match about $105,479 at 4% or $70,320 at 6%; with 100% employer match about $79,110 at 4% or $52,740 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-25$2,571,842$158,219$6,329iApproximate average salary by contribution assumption: employee only about $158,219 at 4% or $105,479 at 6%; with 50% employer match about $105,479 at 4% or $70,320 at 6%; with 100% employer match about $79,110 at 4% or $52,740 at 6%.
2010123$2,516,787$163,052$7,089iApproximate average salary by contribution assumption: employee only about $177,230 at 4% or $118,154 at 6%; with 50% employer match about $118,154 at 4% or $78,769 at 6%; with 100% employer match about $88,615 at 4% or $59,077 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-23$2,516,787$163,052$7,089iApproximate average salary by contribution assumption: employee only about $177,230 at 4% or $118,154 at 6%; with 50% employer match about $118,154 at 4% or $78,769 at 6%; with 100% employer match about $88,615 at 4% or $59,077 at 6%.
2009124$2,298,105$162,827$6,784iApproximate average salary by contribution assumption: employee only about $169,611 at 4% or $113,074 at 6%; with 50% employer match about $113,074 at 4% or $75,383 at 6%; with 100% employer match about $84,806 at 4% or $56,537 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-24$2,298,105$162,827$6,784iApproximate average salary by contribution assumption: employee only about $169,611 at 4% or $113,074 at 6%; with 50% employer match about $113,074 at 4% or $75,383 at 6%; with 100% employer match about $84,806 at 4% or $56,537 at 6%.
2008119$1,677,143$186,127$9,796iApproximate average salary by contribution assumption: employee only about $244,904 at 4% or $163,269 at 6%; with 50% employer match about $163,269 at 4% or $108,846 at 6%; with 100% employer match about $122,452 at 4% or $81,635 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-19$1,677,143$186,127$9,796iApproximate average salary by contribution assumption: employee only about $244,904 at 4% or $163,269 at 6%; with 50% employer match about $163,269 at 4% or $108,846 at 6%; with 100% employer match about $122,452 at 4% or $81,635 at 6%.
2007120$2,360,992$196,934$9,847iApproximate average salary by contribution assumption: employee only about $246,168 at 4% or $164,112 at 6%; with 50% employer match about $164,112 at 4% or $109,408 at 6%; with 100% employer match about $123,084 at 4% or $82,056 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-20$2,360,992$196,934$9,847iApproximate average salary by contribution assumption: employee only about $246,168 at 4% or $164,112 at 6%; with 50% employer match about $164,112 at 4% or $109,408 at 6%; with 100% employer match about $123,084 at 4% or $82,056 at 6%.
2006121$2,001,644$204,466$9,736iApproximate average salary by contribution assumption: employee only about $243,412 at 4% or $162,275 at 6%; with 50% employer match about $162,275 at 4% or $108,183 at 6%; with 100% employer match about $121,706 at 4% or $81,137 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-21$2,001,644$204,466$9,736iApproximate average salary by contribution assumption: employee only about $243,412 at 4% or $162,275 at 6%; with 50% employer match about $162,275 at 4% or $108,183 at 6%; with 100% employer match about $121,706 at 4% or $81,137 at 6%.
2005118$1,589,652$183,808$10,212iApproximate average salary by contribution assumption: employee only about $255,289 at 4% or $170,193 at 6%; with 50% employer match about $170,193 at 4% or $113,462 at 6%; with 100% employer match about $127,644 at 4% or $85,096 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-18$1,589,652$183,808$10,212iApproximate average salary by contribution assumption: employee only about $255,289 at 4% or $170,193 at 6%; with 50% employer match about $170,193 at 4% or $113,462 at 6%; with 100% employer match about $127,644 at 4% or $85,096 at 6%.
2004115$1,284,493$161,528$10,769iApproximate average salary by contribution assumption: employee only about $269,213 at 4% or $179,476 at 6%; with 50% employer match about $179,476 at 4% or $119,650 at 6%; with 100% employer match about $134,607 at 4% or $89,738 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-15$1,284,493$161,528$10,769iApproximate average salary by contribution assumption: employee only about $269,213 at 4% or $179,476 at 6%; with 50% employer match about $179,476 at 4% or $119,650 at 6%; with 100% employer match about $134,607 at 4% or $89,738 at 6%.
2003115$1,007,828$134,572$8,971iApproximate average salary by contribution assumption: employee only about $224,287 at 4% or $149,524 at 6%; with 50% employer match about $149,524 at 4% or $99,683 at 6%; with 100% employer match about $112,143 at 4% or $74,762 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-15$1,007,828$134,572$8,971iApproximate average salary by contribution assumption: employee only about $224,287 at 4% or $149,524 at 6%; with 50% employer match about $149,524 at 4% or $99,683 at 6%; with 100% employer match about $112,143 at 4% or $74,762 at 6%.
2002116$669,617$126,153$7,885iApproximate average salary by contribution assumption: employee only about $197,114 at 4% or $131,409 at 6%; with 50% employer match about $131,409 at 4% or $87,606 at 6%; with 100% employer match about $98,557 at 4% or $65,705 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-16$669,617$126,153$7,885iApproximate average salary by contribution assumption: employee only about $197,114 at 4% or $131,409 at 6%; with 50% employer match about $131,409 at 4% or $87,606 at 6%; with 100% employer match about $98,557 at 4% or $65,705 at 6%.
2001118$740,591$124,904$6,939iApproximate average salary by contribution assumption: employee only about $173,478 at 4% or $115,652 at 6%; with 50% employer match about $115,652 at 4% or $77,101 at 6%; with 100% employer match about $86,739 at 4% or $57,826 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-18$740,591$124,904$6,939iApproximate average salary by contribution assumption: employee only about $173,478 at 4% or $115,652 at 6%; with 50% employer match about $115,652 at 4% or $77,101 at 6%; with 100% employer match about $86,739 at 4% or $57,826 at 6%.
2000114$838,403$114,647$8,189iApproximate average salary by contribution assumption: employee only about $204,727 at 4% or $136,485 at 6%; with 50% employer match about $136,485 at 4% or $90,990 at 6%; with 100% employer match about $102,363 at 4% or $68,242 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-14$838,403$114,647$8,189iApproximate average salary by contribution assumption: employee only about $204,727 at 4% or $136,485 at 6%; with 50% employer match about $136,485 at 4% or $90,990 at 6%; with 100% employer match about $102,363 at 4% or $68,242 at 6%.
1999115$918,233$102,095$6,806iApproximate average salary by contribution assumption: employee only about $170,158 at 4% or $113,439 at 6%; with 50% employer match about $113,439 at 4% or $75,626 at 6%; with 100% employer match about $85,079 at 4% or $56,719 at 6%.
Stephen D. Morgan PC. 401K Profit Sharing Plan-15$918,233$102,095$6,806iApproximate average salary by contribution assumption: employee only about $170,158 at 4% or $113,439 at 6%; with 50% employer match about $113,439 at 4% or $75,626 at 6%; with 100% employer match about $85,079 at 4% or $56,719 at 6%.