Civic Intelligence

Valerie Lynn Morgan-Philbin, D.D.S.

Plan context: Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust

EIN 52-1898505 • Severna Park, MD • 19 filings • 6 plans

605 Baltimore-annapolis BoulevardSeverna Park, MD 21146
Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$2,653,822

2022 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$2,653,822$1,326,911$0199920062021YearValue
$2,653,822Latest year 2021

Participants Over Time

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

630199920072021YearValue
5Latest year 2021

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
202210$0$0-
Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust-0$0--
202115$2,653,822$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust-5$2,653,822$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
202016$2,258,038$50,692$8,449iApproximate average salary by contribution assumption: employee only about $211,217 at 4% or $140,811 at 6%; with 50% employer match about $140,811 at 4% or $93,874 at 6%; with 100% employer match about $105,608 at 4% or $70,406 at 6%.
Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust-6$2,258,038$50,692$8,449iApproximate average salary by contribution assumption: employee only about $211,217 at 4% or $140,811 at 6%; with 50% employer match about $140,811 at 4% or $93,874 at 6%; with 100% employer match about $105,608 at 4% or $70,406 at 6%.
201115$1,061,139$86,494$17,299iApproximate average salary by contribution assumption: employee only about $432,470 at 4% or $288,313 at 6%; with 50% employer match about $288,313 at 4% or $192,209 at 6%; with 100% employer match about $216,235 at 4% or $144,157 at 6%.
Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust-5$1,061,139$86,494$17,299iApproximate average salary by contribution assumption: employee only about $432,470 at 4% or $288,313 at 6%; with 50% employer match about $288,313 at 4% or $192,209 at 6%; with 100% employer match about $216,235 at 4% or $144,157 at 6%.
201014$968,271$84,549$21,137iApproximate average salary by contribution assumption: employee only about $528,431 at 4% or $352,288 at 6%; with 50% employer match about $352,288 at 4% or $234,858 at 6%; with 100% employer match about $264,216 at 4% or $176,144 at 6%.
Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust-4$968,271$84,549$21,137iApproximate average salary by contribution assumption: employee only about $528,431 at 4% or $352,288 at 6%; with 50% employer match about $352,288 at 4% or $234,858 at 6%; with 100% employer match about $264,216 at 4% or $176,144 at 6%.
200914$793,887$82,475$20,619iApproximate average salary by contribution assumption: employee only about $515,469 at 4% or $343,646 at 6%; with 50% employer match about $343,646 at 4% or $229,097 at 6%; with 100% employer match about $257,734 at 4% or $171,823 at 6%.
Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust-4$793,887$82,475$20,619iApproximate average salary by contribution assumption: employee only about $515,469 at 4% or $343,646 at 6%; with 50% employer match about $343,646 at 4% or $229,097 at 6%; with 100% employer match about $257,734 at 4% or $171,823 at 6%.
200814$569,042$82,358$20,590iApproximate average salary by contribution assumption: employee only about $514,738 at 4% or $343,158 at 6%; with 50% employer match about $343,158 at 4% or $228,772 at 6%; with 100% employer match about $257,369 at 4% or $171,579 at 6%.
Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust-4$569,042$82,358$20,590iApproximate average salary by contribution assumption: employee only about $514,738 at 4% or $343,158 at 6%; with 50% employer match about $343,158 at 4% or $228,772 at 6%; with 100% employer match about $257,369 at 4% or $171,579 at 6%.
200715$0$0-
Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust-5---
200614$617,805$66,628$16,657iApproximate average salary by contribution assumption: employee only about $416,425 at 4% or $277,617 at 6%; with 50% employer match about $277,617 at 4% or $185,078 at 6%; with 100% employer match about $208,213 at 4% or $138,808 at 6%.
Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust-4$617,805$66,628$16,657iApproximate average salary by contribution assumption: employee only about $416,425 at 4% or $277,617 at 6%; with 50% employer match about $277,617 at 4% or $185,078 at 6%; with 100% employer match about $208,213 at 4% or $138,808 at 6%.
200515$539,124$76,166$15,233iApproximate average salary by contribution assumption: employee only about $380,830 at 4% or $253,887 at 6%; with 50% employer match about $253,887 at 4% or $169,258 at 6%; with 100% employer match about $190,415 at 4% or $126,943 at 6%.
Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust-5$539,124$76,166$15,233iApproximate average salary by contribution assumption: employee only about $380,830 at 4% or $253,887 at 6%; with 50% employer match about $253,887 at 4% or $169,258 at 6%; with 100% employer match about $190,415 at 4% or $126,943 at 6%.
200413$434,442$62,759$20,920iApproximate average salary by contribution assumption: employee only about $522,992 at 4% or $348,661 at 6%; with 50% employer match about $348,661 at 4% or $232,441 at 6%; with 100% employer match about $261,496 at 4% or $174,331 at 6%.
Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust-3$434,442$62,759$20,920iApproximate average salary by contribution assumption: employee only about $522,992 at 4% or $348,661 at 6%; with 50% employer match about $348,661 at 4% or $232,441 at 6%; with 100% employer match about $261,496 at 4% or $174,331 at 6%.
200224$217,991$66,316$16,579iApproximate average salary by contribution assumption: employee only about $414,475 at 4% or $276,317 at 6%; with 50% employer match about $276,317 at 4% or $184,211 at 6%; with 100% employer match about $207,238 at 4% or $138,158 at 6%.
Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust-4$217,991$66,316$16,579iApproximate average salary by contribution assumption: employee only about $414,475 at 4% or $276,317 at 6%; with 50% employer match about $276,317 at 4% or $184,211 at 6%; with 100% employer match about $207,238 at 4% or $138,158 at 6%.
Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed Money Purchase Pension Plan and Trust-0---
200123$186,678$33,660$11,220iApproximate average salary by contribution assumption: employee only about $280,500 at 4% or $187,000 at 6%; with 50% employer match about $187,000 at 4% or $124,667 at 6%; with 100% employer match about $140,250 at 4% or $93,500 at 6%.
Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust-3$125,696$11,223$3,741iApproximate average salary by contribution assumption: employee only about $93,525 at 4% or $62,350 at 6%; with 50% employer match about $62,350 at 4% or $41,567 at 6%; with 100% employer match about $46,763 at 4% or $31,175 at 6%.
Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed Money Purchase Pension Plan and Trust-3$60,982$22,437$7,479iApproximate average salary by contribution assumption: employee only about $186,975 at 4% or $124,650 at 6%; with 50% employer match about $124,650 at 4% or $83,100 at 6%; with 100% employer match about $93,488 at 4% or $62,325 at 6%.
200022$185,312$37,518$18,759iApproximate average salary by contribution assumption: employee only about $468,975 at 4% or $312,650 at 6%; with 50% employer match about $312,650 at 4% or $208,433 at 6%; with 100% employer match about $234,488 at 4% or $156,325 at 6%.
Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust-2$138,459$10,835$5,418iApproximate average salary by contribution assumption: employee only about $135,438 at 4% or $90,292 at 6%; with 50% employer match about $90,292 at 4% or $60,194 at 6%; with 100% employer match about $67,719 at 4% or $45,146 at 6%.
Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed Money Purchase Pension Plan and Trust-2$46,853$26,683$13,342iApproximate average salary by contribution assumption: employee only about $333,538 at 4% or $222,358 at 6%; with 50% employer match about $222,358 at 4% or $148,239 at 6%; with 100% employer match about $166,769 at 4% or $111,179 at 6%.
199923$177,614$45,943$15,314iApproximate average salary by contribution assumption: employee only about $382,858 at 4% or $255,239 at 6%; with 50% employer match about $255,239 at 4% or $170,159 at 6%; with 100% employer match about $191,429 at 4% or $127,619 at 6%.
Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed 401K Profit Sharing Plan and Trust-3$150,223$18,584$6,195iApproximate average salary by contribution assumption: employee only about $154,867 at 4% or $103,244 at 6%; with 50% employer match about $103,244 at 4% or $68,830 at 6%; with 100% employer match about $77,433 at 4% or $51,622 at 6%.
Valerie Lynn Morgan-Philbin, D.D.S. Self-Employed Money Purchase Pension Plan and Trust-3$27,391$27,359$9,120iApproximate average salary by contribution assumption: employee only about $227,992 at 4% or $151,994 at 6%; with 50% employer match about $151,994 at 4% or $101,330 at 6%; with 100% employer match about $113,996 at 4% or $75,997 at 6%.