Civic Intelligence

Michael H. Morgan Dds

Plan context: Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan

EIN 34-1777617 • Independence, OH • 37 filings • 6 plans

6505 Rockside RoadSuite 310Independence, OH 44131
Current Snapshot

Latest Year

2025

2025 Participants

26

2025 Assets

$2,292,470

2025 Contributions

$234,109

Historical Graphs

Total Assets Over Time

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

$7,842,196$3,921,098$0200220142025YearValue
$2,292,470Latest year 2025

Participants Over Time

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

26130200220142025YearValue
26Latest 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
2025126$2,292,470$234,109$9,004iApproximate average salary by contribution assumption: employee only about $225,105 at 4% or $150,070 at 6%; with 50% employer match about $150,070 at 4% or $100,047 at 6%; with 100% employer match about $112,552 at 4% or $75,035 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-26$2,292,470$234,109$9,004iApproximate average salary by contribution assumption: employee only about $225,105 at 4% or $150,070 at 6%; with 50% employer match about $150,070 at 4% or $100,047 at 6%; with 100% employer match about $112,552 at 4% or $75,035 at 6%.
2024224$5,855,795$551,932$22,997iApproximate average salary by contribution assumption: employee only about $574,929 at 4% or $383,286 at 6%; with 50% employer match about $383,286 at 4% or $255,524 at 6%; with 100% employer match about $287,465 at 4% or $191,643 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-24$4,412,866$221,658$9,236iApproximate average salary by contribution assumption: employee only about $230,894 at 4% or $153,929 at 6%; with 50% employer match about $153,929 at 4% or $102,619 at 6%; with 100% employer match about $115,447 at 4% or $76,965 at 6%.
MORGAN & LEMKE D.D.S., M.S. INC. CASH BALANCE PENSION PLAN & TRUST-21$1,442,929$330,274$15,727iApproximate average salary by contribution assumption: employee only about $393,183 at 4% or $262,122 at 6%; with 50% employer match about $262,122 at 4% or $174,748 at 6%; with 100% employer match about $196,592 at 4% or $131,061 at 6%.
2023223$7,842,196$784,369$34,103iApproximate average salary by contribution assumption: employee only about $852,575 at 4% or $568,383 at 6%; with 50% employer match about $568,383 at 4% or $378,922 at 6%; with 100% employer match about $426,288 at 4% or $284,192 at 6%.
MORGAN & LEMKE D.D.S., M.S. INC. CASH BALANCE PENSION PLAN & TRUST-20$4,093,929$557,200$27,860iApproximate average salary by contribution assumption: employee only about $696,500 at 4% or $464,333 at 6%; with 50% employer match about $464,333 at 4% or $309,556 at 6%; with 100% employer match about $348,250 at 4% or $232,167 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-23$3,748,267$227,169$9,877iApproximate average salary by contribution assumption: employee only about $246,923 at 4% or $164,615 at 6%; with 50% employer match about $164,615 at 4% or $109,743 at 6%; with 100% employer match about $123,461 at 4% or $82,308 at 6%.
2022221$6,419,881$506,094$24,100iApproximate average salary by contribution assumption: employee only about $602,493 at 4% or $401,662 at 6%; with 50% employer match about $401,662 at 4% or $267,775 at 6%; with 100% employer match about $301,246 at 4% or $200,831 at 6%.
MORGAN & LEMKE D.D.S., M.S. INC. CASH BALANCE PENSION PLAN & TRUST-18$3,325,711$270,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-21$3,094,170$236,094$11,243iApproximate average salary by contribution assumption: employee only about $281,064 at 4% or $187,376 at 6%; with 50% employer match about $187,376 at 4% or $124,917 at 6%; with 100% employer match about $140,532 at 4% or $93,688 at 6%.
2021220$6,567,563$955,330$47,767iApproximate average salary by contribution assumption: employee only about $1,194,163 at 4% or $796,108 at 6%; with 50% employer match about $796,108 at 4% or $530,739 at 6%; with 100% employer match about $597,081 at 4% or $398,054 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-20$3,312,901$343,130$17,157iApproximate average salary by contribution assumption: employee only about $428,913 at 4% or $285,942 at 6%; with 50% employer match about $285,942 at 4% or $190,628 at 6%; with 100% employer match about $214,456 at 4% or $142,971 at 6%.
MORGAN & LEMKE D.D.S., M.S. INC. CASH BALANCE PENSION PLAN & TRUST-18$3,254,662$612,200$34,011iApproximate average salary by contribution assumption: employee only about $850,278 at 4% or $566,852 at 6%; with 50% employer match about $566,852 at 4% or $377,901 at 6%; with 100% employer match about $425,139 at 4% or $283,426 at 6%.
2020219$5,194,336$526,586$27,715iApproximate average salary by contribution assumption: employee only about $692,876 at 4% or $461,918 at 6%; with 50% employer match about $461,918 at 4% or $307,945 at 6%; with 100% employer match about $346,438 at 4% or $230,959 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-19$2,699,839$176,739$9,302iApproximate average salary by contribution assumption: employee only about $232,551 at 4% or $155,034 at 6%; with 50% employer match about $155,034 at 4% or $103,356 at 6%; with 100% employer match about $116,276 at 4% or $77,517 at 6%.
MORGAN & LEMKE D.D.S., M.S. INC. CASH BALANCE PENSION PLAN & TRUST-17$2,494,497$349,847$20,579iApproximate average salary by contribution assumption: employee only about $514,481 at 4% or $342,987 at 6%; with 50% employer match about $342,987 at 4% or $228,658 at 6%; with 100% employer match about $257,240 at 4% or $171,494 at 6%.
2019219$4,307,609$462,409$24,337iApproximate average salary by contribution assumption: employee only about $608,433 at 4% or $405,622 at 6%; with 50% employer match about $405,622 at 4% or $270,415 at 6%; with 100% employer match about $304,216 at 4% or $202,811 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-19$2,229,597$180,421$9,496iApproximate average salary by contribution assumption: employee only about $237,396 at 4% or $158,264 at 6%; with 50% employer match about $158,264 at 4% or $105,509 at 6%; with 100% employer match about $118,698 at 4% or $79,132 at 6%.
MORGAN & LEMKE D.D.S., M.S. INC. CASH BALANCE PENSION PLAN & TRUST-19$2,078,012$281,988$14,841iApproximate average salary by contribution assumption: employee only about $371,037 at 4% or $247,358 at 6%; with 50% employer match about $247,358 at 4% or $164,905 at 6%; with 100% employer match about $185,518 at 4% or $123,679 at 6%.
2018212$3,382,802$523,951$43,663iApproximate average salary by contribution assumption: employee only about $1,091,565 at 4% or $727,710 at 6%; with 50% employer match about $727,710 at 4% or $485,140 at 6%; with 100% employer match about $545,782 at 4% or $363,855 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-11$1,760,419$148,951$13,541iApproximate average salary by contribution assumption: employee only about $338,525 at 4% or $225,683 at 6%; with 50% employer match about $225,683 at 4% or $150,456 at 6%; with 100% employer match about $169,263 at 4% or $112,842 at 6%.
MICHAEL H. MORGAN, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN & TRUST-12$1,622,383$375,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
2017211$3,066,796$453,837$41,258iApproximate average salary by contribution assumption: employee only about $1,031,448 at 4% or $687,632 at 6%; with 50% employer match about $687,632 at 4% or $458,421 at 6%; with 100% employer match about $515,724 at 4% or $343,816 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-10$1,743,036$142,343$14,234iApproximate average salary by contribution assumption: employee only about $355,858 at 4% or $237,238 at 6%; with 50% employer match about $237,238 at 4% or $158,159 at 6%; with 100% employer match about $177,929 at 4% or $118,619 at 6%.
MICHAEL H. MORGAN, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN & TRUST-11$1,323,760$311,494$28,318iApproximate average salary by contribution assumption: employee only about $707,941 at 4% or $471,961 at 6%; with 50% employer match about $471,961 at 4% or $314,640 at 6%; with 100% employer match about $353,970 at 4% or $235,980 at 6%.
2016211$2,382,787$391,318$35,574iApproximate average salary by contribution assumption: employee only about $889,359 at 4% or $592,906 at 6%; with 50% employer match about $592,906 at 4% or $395,271 at 6%; with 100% employer match about $444,680 at 4% or $296,453 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-10$1,420,422$116,283$11,628iApproximate average salary by contribution assumption: employee only about $290,708 at 4% or $193,805 at 6%; with 50% employer match about $193,805 at 4% or $129,203 at 6%; with 100% employer match about $145,354 at 4% or $96,903 at 6%.
MICHAEL H. MORGAN, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN & TRUST-11$962,365$275,035$25,003iApproximate average salary by contribution assumption: employee only about $625,080 at 4% or $416,720 at 6%; with 50% employer match about $416,720 at 4% or $277,813 at 6%; with 100% employer match about $312,540 at 4% or $208,360 at 6%.
2015213$1,981,453$319,672$24,590iApproximate average salary by contribution assumption: employee only about $614,754 at 4% or $409,836 at 6%; with 50% employer match about $409,836 at 4% or $273,224 at 6%; with 100% employer match about $307,377 at 4% or $204,918 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-13$1,319,638$118,672$9,129iApproximate average salary by contribution assumption: employee only about $228,215 at 4% or $152,144 at 6%; with 50% employer match about $152,144 at 4% or $101,429 at 6%; with 100% employer match about $114,108 at 4% or $76,072 at 6%.
MICHAEL H. MORGAN, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN & TRUST-12$661,815$201,000$16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%.
2014211$1,711,257$224,762$20,433iApproximate average salary by contribution assumption: employee only about $510,823 at 4% or $340,548 at 6%; with 50% employer match about $340,548 at 4% or $227,032 at 6%; with 100% employer match about $255,411 at 4% or $170,274 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-11$1,231,128$94,300$8,573iApproximate average salary by contribution assumption: employee only about $214,318 at 4% or $142,879 at 6%; with 50% employer match about $142,879 at 4% or $95,253 at 6%; with 100% employer match about $107,159 at 4% or $71,439 at 6%.
MICHAEL H. MORGAN, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN & TRUST-11$480,129$130,462$11,860iApproximate average salary by contribution assumption: employee only about $296,505 at 4% or $197,670 at 6%; with 50% employer match about $197,670 at 4% or $131,780 at 6%; with 100% employer match about $148,252 at 4% or $98,835 at 6%.
2013211$1,422,521$295,874$26,898iApproximate average salary by contribution assumption: employee only about $672,441 at 4% or $448,294 at 6%; with 50% employer match about $448,294 at 4% or $298,863 at 6%; with 100% employer match about $336,220 at 4% or $224,147 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-11$1,087,777$88,240$8,022iApproximate average salary by contribution assumption: employee only about $200,545 at 4% or $133,697 at 6%; with 50% employer match about $133,697 at 4% or $89,131 at 6%; with 100% employer match about $100,273 at 4% or $66,848 at 6%.
MICHAEL H. MORGAN, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN & TRUST-10$334,744$207,634$20,763iApproximate average salary by contribution assumption: employee only about $519,085 at 4% or $346,057 at 6%; with 50% employer match about $346,057 at 4% or $230,704 at 6%; with 100% employer match about $259,543 at 4% or $173,028 at 6%.
2012211$1,011,216$213,771$19,434iApproximate average salary by contribution assumption: employee only about $485,843 at 4% or $323,895 at 6%; with 50% employer match about $323,895 at 4% or $215,930 at 6%; with 100% employer match about $242,922 at 4% or $161,948 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-11$887,216$89,771$8,161iApproximate average salary by contribution assumption: employee only about $204,025 at 4% or $136,017 at 6%; with 50% employer match about $136,017 at 4% or $90,678 at 6%; with 100% employer match about $102,013 at 4% or $68,008 at 6%.
MICHAEL H. MORGAN, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN & TRUST-10$124,000$124,000$12,400iApproximate average salary by contribution assumption: employee only about $310,000 at 4% or $206,667 at 6%; with 50% employer match about $206,667 at 4% or $137,778 at 6%; with 100% employer match about $155,000 at 4% or $103,333 at 6%.
2011110$743,762$99,145$9,915iApproximate average salary by contribution assumption: employee only about $247,863 at 4% or $165,242 at 6%; with 50% employer match about $165,242 at 4% or $110,161 at 6%; with 100% employer match about $123,931 at 4% or $82,621 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-10$743,762$99,145$9,915iApproximate average salary by contribution assumption: employee only about $247,863 at 4% or $165,242 at 6%; with 50% employer match about $165,242 at 4% or $110,161 at 6%; with 100% employer match about $123,931 at 4% or $82,621 at 6%.
201019$675,318$91,861$10,207iApproximate average salary by contribution assumption: employee only about $255,169 at 4% or $170,113 at 6%; with 50% employer match about $170,113 at 4% or $113,409 at 6%; with 100% employer match about $127,585 at 4% or $85,056 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-9$675,318$91,861$10,207iApproximate average salary by contribution assumption: employee only about $255,169 at 4% or $170,113 at 6%; with 50% employer match about $170,113 at 4% or $113,409 at 6%; with 100% employer match about $127,585 at 4% or $85,056 at 6%.
200919$543,943$89,799$9,978iApproximate average salary by contribution assumption: employee only about $249,442 at 4% or $166,294 at 6%; with 50% employer match about $166,294 at 4% or $110,863 at 6%; with 100% employer match about $124,721 at 4% or $83,147 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-9$543,943$89,799$9,978iApproximate average salary by contribution assumption: employee only about $249,442 at 4% or $166,294 at 6%; with 50% employer match about $166,294 at 4% or $110,863 at 6%; with 100% employer match about $124,721 at 4% or $83,147 at 6%.
200818$405,070$90,902$11,363iApproximate average salary by contribution assumption: employee only about $284,069 at 4% or $189,379 at 6%; with 50% employer match about $189,379 at 4% or $126,253 at 6%; with 100% employer match about $142,034 at 4% or $94,690 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-8$405,070$90,902$11,363iApproximate average salary by contribution assumption: employee only about $284,069 at 4% or $189,379 at 6%; with 50% employer match about $189,379 at 4% or $126,253 at 6%; with 100% employer match about $142,034 at 4% or $94,690 at 6%.
200718$0$0-
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-8---
200615$406,870$75,046$15,009iApproximate average salary by contribution assumption: employee only about $375,230 at 4% or $250,153 at 6%; with 50% employer match about $250,153 at 4% or $166,769 at 6%; with 100% employer match about $187,615 at 4% or $125,077 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-5$406,870$75,046$15,009iApproximate average salary by contribution assumption: employee only about $375,230 at 4% or $250,153 at 6%; with 50% employer match about $250,153 at 4% or $166,769 at 6%; with 100% employer match about $187,615 at 4% or $125,077 at 6%.
200515$284,285$65,991$13,198iApproximate average salary by contribution assumption: employee only about $329,955 at 4% or $219,970 at 6%; with 50% employer match about $219,970 at 4% or $146,647 at 6%; with 100% employer match about $164,978 at 4% or $109,985 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-5$284,285$65,991$13,198iApproximate average salary by contribution assumption: employee only about $329,955 at 4% or $219,970 at 6%; with 50% employer match about $219,970 at 4% or $146,647 at 6%; with 100% employer match about $164,978 at 4% or $109,985 at 6%.
200415$207,478$69,709$13,942iApproximate average salary by contribution assumption: employee only about $348,545 at 4% or $232,363 at 6%; with 50% employer match about $232,363 at 4% or $154,909 at 6%; with 100% employer match about $174,273 at 4% or $116,182 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-5$207,478$69,709$13,942iApproximate average salary by contribution assumption: employee only about $348,545 at 4% or $232,363 at 6%; with 50% employer match about $232,363 at 4% or $154,909 at 6%; with 100% employer match about $174,273 at 4% or $116,182 at 6%.
200315$111,955$53,036$10,607iApproximate average salary by contribution assumption: employee only about $265,180 at 4% or $176,787 at 6%; with 50% employer match about $176,787 at 4% or $117,858 at 6%; with 100% employer match about $132,590 at 4% or $88,393 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-5$111,955$53,036$10,607iApproximate average salary by contribution assumption: employee only about $265,180 at 4% or $176,787 at 6%; with 50% employer match about $176,787 at 4% or $117,858 at 6%; with 100% employer match about $132,590 at 4% or $88,393 at 6%.
200214$47,699$48,251$12,063iApproximate average salary by contribution assumption: employee only about $301,569 at 4% or $201,046 at 6%; with 50% employer match about $201,046 at 4% or $134,031 at 6%; with 100% employer match about $150,784 at 4% or $100,523 at 6%.
Michael H. Morgan, Dds, Ms Inc. 401(K) Profit Sharing Plan-4$47,699$48,251$12,063iApproximate average salary by contribution assumption: employee only about $301,569 at 4% or $201,046 at 6%; with 50% employer match about $201,046 at 4% or $134,031 at 6%; with 100% employer match about $150,784 at 4% or $100,523 at 6%.