Jeffrey L. Morgan
Plan context: Profit Sharing Plan for Jeffrey L. Morgan
EIN 33-0605974 • San Juan Capistrano, CA • 2 filings • 2 plans
Current Snapshot
Latest Year
2009
2009 Participants
1
2009 Assets
$178,181
2009 Contributions
$0
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 |
|---|---|---|---|---|---|
| 2009 | 2 | 1 | $178,181 | $0 | - |
| Profit Sharing Plan for Jeffrey L. Morgan | - | 1 | $114,233 | $0 | - |
| Money Purchase Plan for Jeffrey L. Morgan | - | 1 | $63,948 | - | - |