Civic Intelligence

JONATHAN MORGAN, DDS, PC

Plan context: ARROWHEAD DENTAL 401(K) PLAN

EIN 27-0083359 • Evanston, WY • 17 filings • 2 plans

50 Arrowhead DrEvanston, WY 82930
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$1,566,172

2024 Contributions

$165,390

Historical Graphs

Total Assets Over Time

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

$1,566,172$783,086$0200520162024YearValue
$1,566,172Latest year 2024

Participants Over Time

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

21110200520152024YearValue
18Latest 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
2024118$1,566,172$165,390$9,188iApproximate average salary by contribution assumption: employee only about $229,708 at 4% or $153,139 at 6%; with 50% employer match about $153,139 at 4% or $102,093 at 6%; with 100% employer match about $114,854 at 4% or $76,569 at 6%.
ARROWHEAD DENTAL 401(K) PLAN-18$1,566,172$165,390$9,188iApproximate average salary by contribution assumption: employee only about $229,708 at 4% or $153,139 at 6%; with 50% employer match about $153,139 at 4% or $102,093 at 6%; with 100% employer match about $114,854 at 4% or $76,569 at 6%.
2023116$1,270,056$148,266$9,267iApproximate average salary by contribution assumption: employee only about $231,666 at 4% or $154,444 at 6%; with 50% employer match about $154,444 at 4% or $102,963 at 6%; with 100% employer match about $115,833 at 4% or $77,222 at 6%.
ARROWHEAD DENTAL 401(K) PLAN-16$1,270,056$148,266$9,267iApproximate average salary by contribution assumption: employee only about $231,666 at 4% or $154,444 at 6%; with 50% employer match about $154,444 at 4% or $102,963 at 6%; with 100% employer match about $115,833 at 4% or $77,222 at 6%.
2022121$1,011,243$159,411$7,591iApproximate average salary by contribution assumption: employee only about $189,775 at 4% or $126,517 at 6%; with 50% employer match about $126,517 at 4% or $84,344 at 6%; with 100% employer match about $94,888 at 4% or $63,258 at 6%.
ARROWHEAD DENTAL 401(K) PLAN-21$1,011,243$159,411$7,591iApproximate average salary by contribution assumption: employee only about $189,775 at 4% or $126,517 at 6%; with 50% employer match about $126,517 at 4% or $84,344 at 6%; with 100% employer match about $94,888 at 4% or $63,258 at 6%.
2021111$1,038,100$80,953$7,359iApproximate average salary by contribution assumption: employee only about $183,984 at 4% or $122,656 at 6%; with 50% employer match about $122,656 at 4% or $81,771 at 6%; with 100% employer match about $91,992 at 4% or $61,328 at 6%.
ARROWHEAD DENTAL 401(K) PLAN-11$1,038,100$80,953$7,359iApproximate average salary by contribution assumption: employee only about $183,984 at 4% or $122,656 at 6%; with 50% employer match about $122,656 at 4% or $81,771 at 6%; with 100% employer match about $91,992 at 4% or $61,328 at 6%.
201916$561,996$60,532$10,089iApproximate average salary by contribution assumption: employee only about $252,217 at 4% or $168,144 at 6%; with 50% employer match about $168,144 at 4% or $112,096 at 6%; with 100% employer match about $126,108 at 4% or $84,072 at 6%.
JONATHAN MORGAN, DDS, PC 401K PLAN-6$561,996$60,532$10,089iApproximate average salary by contribution assumption: employee only about $252,217 at 4% or $168,144 at 6%; with 50% employer match about $168,144 at 4% or $112,096 at 6%; with 100% employer match about $126,108 at 4% or $84,072 at 6%.
201814$496,909$49,584$12,396iApproximate average salary by contribution assumption: employee only about $309,900 at 4% or $206,600 at 6%; with 50% employer match about $206,600 at 4% or $137,733 at 6%; with 100% employer match about $154,950 at 4% or $103,300 at 6%.
JONATHAN MORGAN, DDS, PC 401K PLAN-4$496,909$49,584$12,396iApproximate average salary by contribution assumption: employee only about $309,900 at 4% or $206,600 at 6%; with 50% employer match about $206,600 at 4% or $137,733 at 6%; with 100% employer match about $154,950 at 4% or $103,300 at 6%.
201714$406,581$46,609$11,652iApproximate average salary by contribution assumption: employee only about $291,306 at 4% or $194,204 at 6%; with 50% employer match about $194,204 at 4% or $129,469 at 6%; with 100% employer match about $145,653 at 4% or $97,102 at 6%.
JONATHAN MORGAN, DDS, PC 401K PLAN-4$406,581$46,609$11,652iApproximate average salary by contribution assumption: employee only about $291,306 at 4% or $194,204 at 6%; with 50% employer match about $194,204 at 4% or $129,469 at 6%; with 100% employer match about $145,653 at 4% or $97,102 at 6%.
201614$377,925$51,852$12,963iApproximate average salary by contribution assumption: employee only about $324,075 at 4% or $216,050 at 6%; with 50% employer match about $216,050 at 4% or $144,033 at 6%; with 100% employer match about $162,038 at 4% or $108,025 at 6%.
JONATHAN MORGAN, DDS, PC 401K PLAN-4$377,925$51,852$12,963iApproximate average salary by contribution assumption: employee only about $324,075 at 4% or $216,050 at 6%; with 50% employer match about $216,050 at 4% or $144,033 at 6%; with 100% employer match about $162,038 at 4% or $108,025 at 6%.
201515$276,556$49,455$9,891iApproximate average salary by contribution assumption: employee only about $247,275 at 4% or $164,850 at 6%; with 50% employer match about $164,850 at 4% or $109,900 at 6%; with 100% employer match about $123,638 at 4% or $82,425 at 6%.
JONATHAN MORGAN, DDS, PC 401K PLAN-5$276,556$49,455$9,891iApproximate average salary by contribution assumption: employee only about $247,275 at 4% or $164,850 at 6%; with 50% employer match about $164,850 at 4% or $109,900 at 6%; with 100% employer match about $123,638 at 4% or $82,425 at 6%.
201414$216,691$42,862$10,716iApproximate average salary by contribution assumption: employee only about $267,888 at 4% or $178,592 at 6%; with 50% employer match about $178,592 at 4% or $119,061 at 6%; with 100% employer match about $133,944 at 4% or $89,296 at 6%.
JONATHAN MORGAN, DDS, PC 401K PLAN-4$216,691$42,862$10,716iApproximate average salary by contribution assumption: employee only about $267,888 at 4% or $178,592 at 6%; with 50% employer match about $178,592 at 4% or $119,061 at 6%; with 100% employer match about $133,944 at 4% or $89,296 at 6%.
201313$183,708$40,560$13,520iApproximate average salary by contribution assumption: employee only about $338,000 at 4% or $225,333 at 6%; with 50% employer match about $225,333 at 4% or $150,222 at 6%; with 100% employer match about $169,000 at 4% or $112,667 at 6%.
JONATHAN MORGAN, DDS, PC 401K PLAN-3$183,708$40,560$13,520iApproximate average salary by contribution assumption: employee only about $338,000 at 4% or $225,333 at 6%; with 50% employer match about $225,333 at 4% or $150,222 at 6%; with 100% employer match about $169,000 at 4% or $112,667 at 6%.
201213$134,047$41,780$13,927iApproximate average salary by contribution assumption: employee only about $348,167 at 4% or $232,111 at 6%; with 50% employer match about $232,111 at 4% or $154,741 at 6%; with 100% employer match about $174,083 at 4% or $116,056 at 6%.
JONATHAN MORGAN, DDS, PC 401K PLAN-3$134,047$41,780$13,927iApproximate average salary by contribution assumption: employee only about $348,167 at 4% or $232,111 at 6%; with 50% employer match about $232,111 at 4% or $154,741 at 6%; with 100% employer match about $174,083 at 4% or $116,056 at 6%.
201113$77,451$74,458$24,819iApproximate average salary by contribution assumption: employee only about $620,483 at 4% or $413,656 at 6%; with 50% employer match about $413,656 at 4% or $275,770 at 6%; with 100% employer match about $310,242 at 4% or $206,828 at 6%.
JONATHAN MORGAN, DDS, PC 401K PLAN-3$77,451$74,458$24,819iApproximate average salary by contribution assumption: employee only about $620,483 at 4% or $413,656 at 6%; with 50% employer match about $413,656 at 4% or $275,770 at 6%; with 100% employer match about $310,242 at 4% or $206,828 at 6%.
200818$140,289$47,554$5,944iApproximate average salary by contribution assumption: employee only about $148,606 at 4% or $99,071 at 6%; with 50% employer match about $99,071 at 4% or $66,047 at 6%; with 100% employer match about $74,303 at 4% or $49,535 at 6%.
JONATHAN MORGAN, DDS, PC 401K PLAN-8$140,289$47,554$5,944iApproximate average salary by contribution assumption: employee only about $148,606 at 4% or $99,071 at 6%; with 50% employer match about $99,071 at 4% or $66,047 at 6%; with 100% employer match about $74,303 at 4% or $49,535 at 6%.
200718$0$0-
JONATHAN MORGAN, DDS, PC 401K PLAN-8---
200616$97,422$42,607$7,101iApproximate average salary by contribution assumption: employee only about $177,529 at 4% or $118,353 at 6%; with 50% employer match about $118,353 at 4% or $78,902 at 6%; with 100% employer match about $88,765 at 4% or $59,176 at 6%.
JONATHAN MORGAN, DDS, PC 401K PLAN-6$97,422$42,607$7,101iApproximate average salary by contribution assumption: employee only about $177,529 at 4% or $118,353 at 6%; with 50% employer match about $118,353 at 4% or $78,902 at 6%; with 100% employer match about $88,765 at 4% or $59,176 at 6%.
200517$45,904$35,832$5,119iApproximate average salary by contribution assumption: employee only about $127,971 at 4% or $85,314 at 6%; with 50% employer match about $85,314 at 4% or $56,876 at 6%; with 100% employer match about $63,986 at 4% or $42,657 at 6%.
JONATHAN MORGAN, DDS, PC 401K PLAN-7$45,904$35,832$5,119iApproximate average salary by contribution assumption: employee only about $127,971 at 4% or $85,314 at 6%; with 50% employer match about $85,314 at 4% or $56,876 at 6%; with 100% employer match about $63,986 at 4% or $42,657 at 6%.