Civic Intelligence

Thomas E. Morgan, Dds & Kimberly Morgan, Dds, Pa

Plan context: THOMAS E. MORGAN & KIMBERLY E. MORGAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST

EIN 56-2265854 • Jacksonville, NC • 34 filings • 7 plans

3445 Henderson Dr.Jacksonville, NC 28546
Current Snapshot

Latest Year

2021

2021 Participants

32

2021 Assets

$6,426,881

2021 Contributions

$378,563

Historical Graphs

Total Assets Over Time

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

$6,426,881$3,213,441$0200320132021YearValue
$6,426,881Latest year 2021

Participants Over Time

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

32160200320132021YearValue
32Latest 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
2021232$6,426,881$378,563$11,830iApproximate average salary by contribution assumption: employee only about $295,752 at 4% or $197,168 at 6%; with 50% employer match about $197,168 at 4% or $131,445 at 6%; with 100% employer match about $147,876 at 4% or $98,584 at 6%.
THOMAS E. MORGAN & KIMBERLY E. MORGAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST-32$6,426,881$359,477$11,234iApproximate average salary by contribution assumption: employee only about $280,841 at 4% or $187,228 at 6%; with 50% employer match about $187,228 at 4% or $124,818 at 6%; with 100% employer match about $140,421 at 4% or $93,614 at 6%.
THOMAS E. MORGAN, D.D.S. AND KIMBERLY M. MORGAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST-0$0$19,086-
2020231$5,471,860$253,488$8,177iApproximate average salary by contribution assumption: employee only about $204,426 at 4% or $136,284 at 6%; with 50% employer match about $136,284 at 4% or $90,856 at 6%; with 100% employer match about $102,213 at 4% or $68,142 at 6%.
THOMAS E. MORGAN & KIMBERLY E. MORGAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST-31$5,471,860$253,488$8,177iApproximate average salary by contribution assumption: employee only about $204,426 at 4% or $136,284 at 6%; with 50% employer match about $136,284 at 4% or $90,856 at 6%; with 100% employer match about $102,213 at 4% or $68,142 at 6%.
Thomas E. Morgan, Dds & Kimberly Morgan, Dds, Pa Cash Balance Pension Plan-0$0$0-
2019232$5,507,127$215,599$6,737iApproximate average salary by contribution assumption: employee only about $168,437 at 4% or $112,291 at 6%; with 50% employer match about $112,291 at 4% or $74,861 at 6%; with 100% employer match about $84,218 at 4% or $56,146 at 6%.
THOMAS E. MORGAN & KIMBERLY E. MORGAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST-32$4,927,896$195,885$6,121iApproximate average salary by contribution assumption: employee only about $153,035 at 4% or $102,023 at 6%; with 50% employer match about $102,023 at 4% or $68,016 at 6%; with 100% employer match about $76,518 at 4% or $51,012 at 6%.
Thomas E. Morgan, Dds & Kimberly Morgan, Dds, Pa Cash Balance Pension Plan-30$579,231$19,714$657iApproximate average salary by contribution assumption: employee only about $16,428 at 4% or $10,952 at 6%; with 50% employer match about $10,952 at 4% or $7,301 at 6%; with 100% employer match about $8,214 at 4% or $5,476 at 6%.
2018232$4,528,465$177,654$5,552iApproximate average salary by contribution assumption: employee only about $138,792 at 4% or $92,528 at 6%; with 50% employer match about $92,528 at 4% or $61,685 at 6%; with 100% employer match about $69,396 at 4% or $46,264 at 6%.
THOMAS E. MORGAN & KIMBERLY E. MORGAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST-30$4,046,723$164,350$5,478iApproximate average salary by contribution assumption: employee only about $136,958 at 4% or $91,306 at 6%; with 50% employer match about $91,306 at 4% or $60,870 at 6%; with 100% employer match about $68,479 at 4% or $45,653 at 6%.
Thomas E. Morgan, Dds & Kimberly Morgan, Dds, Pa Cash Balance Pension Plan-32$481,742$13,304$416iApproximate average salary by contribution assumption: employee only about $10,394 at 4% or $6,929 at 6%; with 50% employer match about $6,929 at 4% or $4,619 at 6%; with 100% employer match about $5,197 at 4% or $3,465 at 6%.
2017231$4,668,426$189,547$6,114iApproximate average salary by contribution assumption: employee only about $152,860 at 4% or $101,907 at 6%; with 50% employer match about $101,907 at 4% or $67,938 at 6%; with 100% employer match about $76,430 at 4% or $50,953 at 6%.
THOMAS E. MORGAN & KIMBERLY E. MORGAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST-29$4,159,553$189,547$6,536iApproximate average salary by contribution assumption: employee only about $163,403 at 4% or $108,935 at 6%; with 50% employer match about $108,935 at 4% or $72,623 at 6%; with 100% employer match about $81,701 at 4% or $54,468 at 6%.
Thomas E. Morgan, Dds & Kimberly Morgan, Dds, Pa Cash Balance Pension Plan-31$508,873$0-
2016228$3,905,515$1,311,863$46,852iApproximate average salary by contribution assumption: employee only about $1,171,306 at 4% or $780,871 at 6%; with 50% employer match about $780,871 at 4% or $520,581 at 6%; with 100% employer match about $585,653 at 4% or $390,435 at 6%.
THOMAS E. MORGAN & KIMBERLY E. MORGAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN-28$3,438,897$1,311,863$46,852iApproximate average salary by contribution assumption: employee only about $1,171,306 at 4% or $780,871 at 6%; with 50% employer match about $780,871 at 4% or $520,581 at 6%; with 100% employer match about $585,653 at 4% or $390,435 at 6%.
Thomas E. Morgan, Dds & Kimberly Morgan, Dds, Pa Cash Balance Pension Plan-28$466,618$0-
2015223$2,521,941$135,139$5,876iApproximate average salary by contribution assumption: employee only about $146,890 at 4% or $97,927 at 6%; with 50% employer match about $97,927 at 4% or $65,285 at 6%; with 100% employer match about $73,445 at 4% or $48,963 at 6%.
THOMAS E. MORGAN & KIMBERLY E. MORGAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN-21$2,063,891$135,139$6,435iApproximate average salary by contribution assumption: employee only about $160,880 at 4% or $107,253 at 6%; with 50% employer match about $107,253 at 4% or $71,502 at 6%; with 100% employer match about $80,440 at 4% or $53,627 at 6%.
Thomas E. Morgan, Dds & Kimberly Morgan, Dds, Pa Cash Balance Pension Plan-23$458,050$0-
2014222$2,581,589$106,524$4,842iApproximate average salary by contribution assumption: employee only about $121,050 at 4% or $80,700 at 6%; with 50% employer match about $80,700 at 4% or $53,800 at 6%; with 100% employer match about $60,525 at 4% or $40,350 at 6%.
THOMAS E. MORGAN & KIMBERLY E. MORGAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN-22$2,091,141$106,524$4,842iApproximate average salary by contribution assumption: employee only about $121,050 at 4% or $80,700 at 6%; with 50% employer match about $80,700 at 4% or $53,800 at 6%; with 100% employer match about $60,525 at 4% or $40,350 at 6%.
Thomas E. Morgan, Dds & Kimberly Morgan, Dds, Pa Cash Balance Pension Plan-19$490,448$0-
2013221$2,409,459$102,693$4,890iApproximate average salary by contribution assumption: employee only about $122,254 at 4% or $81,502 at 6%; with 50% employer match about $81,502 at 4% or $54,335 at 6%; with 100% employer match about $61,127 at 4% or $40,751 at 6%.
THOMAS E. MORGAN & KIMBERLY E. MORGAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN-21$1,913,376$102,693$4,890iApproximate average salary by contribution assumption: employee only about $122,254 at 4% or $81,502 at 6%; with 50% employer match about $81,502 at 4% or $54,335 at 6%; with 100% employer match about $61,127 at 4% or $40,751 at 6%.
Thomas E. Morgan, Dds & Kimberly Morgan, Dds, Pa Cash Balance Pension Plan-21$496,083$0-
2012220$2,201,051$113,604$5,680iApproximate average salary by contribution assumption: employee only about $142,005 at 4% or $94,670 at 6%; with 50% employer match about $94,670 at 4% or $63,113 at 6%; with 100% employer match about $71,003 at 4% or $47,335 at 6%.
THOMAS E. MORGAN & KIMBERLY E. MORGAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN-20$1,731,978$113,604$5,680iApproximate average salary by contribution assumption: employee only about $142,005 at 4% or $94,670 at 6%; with 50% employer match about $94,670 at 4% or $63,113 at 6%; with 100% employer match about $71,003 at 4% or $47,335 at 6%.
Thomas E. Morgan, Dds & Kimberly Morgan, Dds, Pa Cash Balance Pension Plan-19$469,073$0-
2011222$1,908,662$108,700$4,941iApproximate average salary by contribution assumption: employee only about $123,523 at 4% or $82,348 at 6%; with 50% employer match about $82,348 at 4% or $54,899 at 6%; with 100% employer match about $61,761 at 4% or $41,174 at 6%.
THOMAS E. MORGAN & KIMBERLY E. MORGAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN-22$1,479,799$93,079$4,231iApproximate average salary by contribution assumption: employee only about $105,772 at 4% or $70,514 at 6%; with 50% employer match about $70,514 at 4% or $47,010 at 6%; with 100% employer match about $52,886 at 4% or $35,257 at 6%.
Thomas E. Morgan, Dds & Kimberly Morgan, Dds, Pa Cash Balance Pension Plan-20$428,863$15,621$781iApproximate average salary by contribution assumption: employee only about $19,526 at 4% or $13,018 at 6%; with 50% employer match about $13,018 at 4% or $8,678 at 6%; with 100% employer match about $9,763 at 4% or $6,509 at 6%.
2010222$1,878,104$98,627$4,483iApproximate average salary by contribution assumption: employee only about $112,076 at 4% or $74,717 at 6%; with 50% employer match about $74,717 at 4% or $49,812 at 6%; with 100% employer match about $56,038 at 4% or $37,359 at 6%.
THOMAS E. MORGAN & KIMBERLY E. MORGAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN-22$1,442,929$86,892$3,950iApproximate average salary by contribution assumption: employee only about $98,741 at 4% or $65,827 at 6%; with 50% employer match about $65,827 at 4% or $43,885 at 6%; with 100% employer match about $49,370 at 4% or $32,914 at 6%.
Thomas E. Morgan, Dds & Kimberly Morgan, Dds, Pa Cash Balance Pension Plan-21$435,175$11,735$559iApproximate average salary by contribution assumption: employee only about $13,970 at 4% or $9,313 at 6%; with 50% employer match about $9,313 at 4% or $6,209 at 6%; with 100% employer match about $6,985 at 4% or $4,657 at 6%.
2009221$1,625,357$206,198$9,819iApproximate average salary by contribution assumption: employee only about $245,474 at 4% or $163,649 at 6%; with 50% employer match about $163,649 at 4% or $109,099 at 6%; with 100% employer match about $122,737 at 4% or $81,825 at 6%.
THOMAS E. MORGAN & KIMBERLY E. MORGAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN-21$1,228,615$117,231$5,582iApproximate average salary by contribution assumption: employee only about $139,561 at 4% or $93,040 at 6%; with 50% employer match about $93,040 at 4% or $62,027 at 6%; with 100% employer match about $69,780 at 4% or $46,520 at 6%.
Thomas E. Morgan, Dds & Kimberly Morgan, Dds, Pa Cash Balance Pension Plan-20$396,742$88,967$4,448iApproximate average salary by contribution assumption: employee only about $111,209 at 4% or $74,139 at 6%; with 50% employer match about $74,139 at 4% or $49,426 at 6%; with 100% employer match about $55,604 at 4% or $37,070 at 6%.
2008219$1,183,436$216,336$11,386iApproximate average salary by contribution assumption: employee only about $284,653 at 4% or $189,768 at 6%; with 50% employer match about $189,768 at 4% or $126,512 at 6%; with 100% employer match about $142,326 at 4% or $94,884 at 6%.
THOMAS E. MORGAN & KIMBERLY E. MORGAN, D.D.S., P.A. 401K PROFIT SHARING PLAN-18$913,666$115,097$6,394iApproximate average salary by contribution assumption: employee only about $159,857 at 4% or $106,571 at 6%; with 50% employer match about $106,571 at 4% or $71,048 at 6%; with 100% employer match about $79,928 at 4% or $53,286 at 6%.
Thomas E. Morgan, Dds & Kimberly Morgan, Dds, Pa Cash Balance Pension Plan-19$269,770$101,239$5,328iApproximate average salary by contribution assumption: employee only about $133,209 at 4% or $88,806 at 6%; with 50% employer match about $88,806 at 4% or $59,204 at 6%; with 100% employer match about $66,605 at 4% or $44,403 at 6%.
2007217$0$0-
THOMAS E. MORGAN & KIMBERLY E. MORGAN, D.D.S., P.A. 401K PROFIT SHARING PLAN-17---
Thomas E. Morgan, Dds & Kimberly Morgan, Dds, Pa Cash Balance Pension Plan-17---
2006217$1,110,145$391,482$23,028iApproximate average salary by contribution assumption: employee only about $575,709 at 4% or $383,806 at 6%; with 50% employer match about $383,806 at 4% or $255,871 at 6%; with 100% employer match about $287,854 at 4% or $191,903 at 6%.
THOMAS E. MORGAN & KIMBERLY E. MORGAN, D.D.S., P.A. 401K PROFIT SHARING PLAN-17$906,595$187,932$11,055iApproximate average salary by contribution assumption: employee only about $276,371 at 4% or $184,247 at 6%; with 50% employer match about $184,247 at 4% or $122,831 at 6%; with 100% employer match about $138,185 at 4% or $92,124 at 6%.
Thomas E. Morgan, Dds & Kimberly Morgan, Dds, Pa Cash Balance Pension Plan-15$203,550$203,550$13,570iApproximate average salary by contribution assumption: employee only about $339,250 at 4% or $226,167 at 6%; with 50% employer match about $226,167 at 4% or $150,778 at 6%; with 100% employer match about $169,625 at 4% or $113,083 at 6%.
2004115$446,112$147,480$9,832iApproximate average salary by contribution assumption: employee only about $245,800 at 4% or $163,867 at 6%; with 50% employer match about $163,867 at 4% or $109,244 at 6%; with 100% employer match about $122,900 at 4% or $81,933 at 6%.
THOMAS E. MORGAN, D.D.S. & KIMBERLY M. MORGAN, D.D.S., P.A. 401K PROFIT SHARING PLAN-15$446,112$147,480$9,832iApproximate average salary by contribution assumption: employee only about $245,800 at 4% or $163,867 at 6%; with 50% employer match about $163,867 at 4% or $109,244 at 6%; with 100% employer match about $122,900 at 4% or $81,933 at 6%.
2003115$274,694$142,750$9,517iApproximate average salary by contribution assumption: employee only about $237,917 at 4% or $158,611 at 6%; with 50% employer match about $158,611 at 4% or $105,741 at 6%; with 100% employer match about $118,958 at 4% or $79,306 at 6%.
THOMAS E. MORGAN, D.D.S. & KIMBERLY M. MORGAN, D.D.S., P.A. 401K PROFIT SHARING PLAN-15$274,694$142,750$9,517iApproximate average salary by contribution assumption: employee only about $237,917 at 4% or $158,611 at 6%; with 50% employer match about $158,611 at 4% or $105,741 at 6%; with 100% employer match about $118,958 at 4% or $79,306 at 6%.