Kristen J. Morgan, D.D.S.
Plan context: Kristen J. Morgan, D.D.S. Retirement Plan
EIN 26-4473434 • 2 filings • 1 plans
Current Snapshot
Latest Year
2015
2015 Participants
3
2015 Assets
$136,193
2015 Contributions
$70,502
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 3 | $136,193 | $70,502 | $23,501iApproximate average salary by contribution assumption: employee only about $587,517 at 4% or $391,678 at 6%; with 50% employer match about $391,678 at 4% or $261,119 at 6%; with 100% employer match about $293,758 at 4% or $195,839 at 6%. |
| Kristen J. Morgan, D.D.S. Retirement Plan | - | 3 | $136,193 | $70,502 | $23,501iApproximate average salary by contribution assumption: employee only about $587,517 at 4% or $391,678 at 6%; with 50% employer match about $391,678 at 4% or $261,119 at 6%; with 100% employer match about $293,758 at 4% or $195,839 at 6%. |
| 2014 | 1 | 4 | $66,823 | $66,823 | $16,706iApproximate average salary by contribution assumption: employee only about $417,644 at 4% or $278,429 at 6%; with 50% employer match about $278,429 at 4% or $185,619 at 6%; with 100% employer match about $208,822 at 4% or $139,215 at 6%. |
| Kristen J. Morgan, D.D.S. Retirement Plan | - | 4 | $66,823 | $66,823 | $16,706iApproximate average salary by contribution assumption: employee only about $417,644 at 4% or $278,429 at 6%; with 50% employer match about $278,429 at 4% or $185,619 at 6%; with 100% employer match about $208,822 at 4% or $139,215 at 6%. |