Civic Intelligence

James G. Morgan, D.D.S., M.S., M.D

Plan context: James G. Morgan, Dds, Ms, MD Profit Sharing Plan

EIN 47-0635448 • Omaha, NE • 22 filings • 3 plans

705 N 163rd StOmaha, NE 68118
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$2,420,095

2020 Contributions

$111

Historical Graphs

Total Assets Over Time

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

$2,466,773$1,233,387$0199920102019YearValue
$2,420,095Latest year 2019

Participants Over Time

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

630199920092019YearValue
2Latest year 2019

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
202010$0$0-
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-0$0--
201912$2,420,095$0-
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-2$2,420,095--
201813$2,396,305$0-
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-3$2,396,305--
201713$2,466,773$0-
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-3$2,466,773--
201613$2,316,420$0-
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-3$2,316,420--
201513$2,151,249$0-
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-3$2,151,249--
201413$2,389,227$0-
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-3$2,389,227--
201313$2,214,916$111$37iApproximate average salary by contribution assumption: employee only about $925 at 4% or $617 at 6%; with 50% employer match about $617 at 4% or $411 at 6%; with 100% employer match about $463 at 4% or $308 at 6%.
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-3$2,214,916$111$37iApproximate average salary by contribution assumption: employee only about $925 at 4% or $617 at 6%; with 50% employer match about $617 at 4% or $411 at 6%; with 100% employer match about $463 at 4% or $308 at 6%.
201213$1,836,953$1,337$446iApproximate average salary by contribution assumption: employee only about $11,142 at 4% or $7,428 at 6%; with 50% employer match about $7,428 at 4% or $4,952 at 6%; with 100% employer match about $5,571 at 4% or $3,714 at 6%.
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-3$1,836,953$1,337$446iApproximate average salary by contribution assumption: employee only about $11,142 at 4% or $7,428 at 6%; with 50% employer match about $7,428 at 4% or $4,952 at 6%; with 100% employer match about $5,571 at 4% or $3,714 at 6%.
201113$1,624,769$1,368$456iApproximate average salary by contribution assumption: employee only about $11,400 at 4% or $7,600 at 6%; with 50% employer match about $7,600 at 4% or $5,067 at 6%; with 100% employer match about $5,700 at 4% or $3,800 at 6%.
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-3$1,624,769$1,368$456iApproximate average salary by contribution assumption: employee only about $11,400 at 4% or $7,600 at 6%; with 50% employer match about $7,600 at 4% or $5,067 at 6%; with 100% employer match about $5,700 at 4% or $3,800 at 6%.
201013$1,767,087$0-
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-3$1,767,087--
200913$1,555,479$0-
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-3$1,555,479$0-
200814$1,416,509$0-
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-4$1,416,509--
200716$0$0-
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-6---
200616$1,677,907$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-6$1,677,907$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
200514$1,355,944$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-4$1,355,944$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200415$1,301,968$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-5$1,301,968$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200313$1,231,105$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-3$1,231,105$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200214$986,584$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-4$986,584$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200116$1,130,477$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-6$1,130,477$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
200015$1,256,929$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-5$1,256,929$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
199914$1,349,887$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
James G. Morgan, Dds, Ms, MD Profit Sharing Plan-4$1,349,887$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.