Civic Intelligence

William J. Morgan, DMD, Psc

Plan context: William J. Morgan, DMD, Psc Profit Sharing Plan & Trust

EIN 61-1170980 • Richmond, KY • 21 filings • 2 plans

1001 Gibson Bay Drive, Suite 204Richmond, KY 40475
Current Snapshot

Latest Year

2019

2019 Participants

5

2019 Assets

$2,166,812

2019 Contributions

$55,458

Historical Graphs

Total Assets Over Time

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

$2,510,639$1,255,320$0199920102018YearValue
$2,166,812Latest year 2018

Participants Over Time

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

740199920092018YearValue
5Latest year 2018

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
201910$0$0-
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-0$0$0-
201815$2,166,812$55,458$11,092iApproximate average salary by contribution assumption: employee only about $277,290 at 4% or $184,860 at 6%; with 50% employer match about $184,860 at 4% or $123,240 at 6%; with 100% employer match about $138,645 at 4% or $92,430 at 6%.
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-5$2,166,812$55,458$11,092iApproximate average salary by contribution assumption: employee only about $277,290 at 4% or $184,860 at 6%; with 50% employer match about $184,860 at 4% or $123,240 at 6%; with 100% employer match about $138,645 at 4% or $92,430 at 6%.
201716$2,510,639$80,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-6$2,510,639$80,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201616$2,217,158$93,522$15,587iApproximate average salary by contribution assumption: employee only about $389,675 at 4% or $259,783 at 6%; with 50% employer match about $259,783 at 4% or $173,189 at 6%; with 100% employer match about $194,838 at 4% or $129,892 at 6%.
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-6$2,217,158$93,522$15,587iApproximate average salary by contribution assumption: employee only about $389,675 at 4% or $259,783 at 6%; with 50% employer match about $259,783 at 4% or $173,189 at 6%; with 100% employer match about $194,838 at 4% or $129,892 at 6%.
201516$1,954,031$96,821$16,137iApproximate average salary by contribution assumption: employee only about $403,421 at 4% or $268,947 at 6%; with 50% employer match about $268,947 at 4% or $179,298 at 6%; with 100% employer match about $201,710 at 4% or $134,474 at 6%.
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-6$1,954,031$96,821$16,137iApproximate average salary by contribution assumption: employee only about $403,421 at 4% or $268,947 at 6%; with 50% employer match about $268,947 at 4% or $179,298 at 6%; with 100% employer match about $201,710 at 4% or $134,474 at 6%.
201416$1,902,757$91,074$15,179iApproximate average salary by contribution assumption: employee only about $379,475 at 4% or $252,983 at 6%; with 50% employer match about $252,983 at 4% or $168,656 at 6%; with 100% employer match about $189,738 at 4% or $126,492 at 6%.
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-6$1,902,757$91,074$15,179iApproximate average salary by contribution assumption: employee only about $379,475 at 4% or $252,983 at 6%; with 50% employer match about $252,983 at 4% or $168,656 at 6%; with 100% employer match about $189,738 at 4% or $126,492 at 6%.
201316$1,716,434$87,493$14,582iApproximate average salary by contribution assumption: employee only about $364,554 at 4% or $243,036 at 6%; with 50% employer match about $243,036 at 4% or $162,024 at 6%; with 100% employer match about $182,277 at 4% or $121,518 at 6%.
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-6$1,716,434$87,493$14,582iApproximate average salary by contribution assumption: employee only about $364,554 at 4% or $243,036 at 6%; with 50% employer match about $243,036 at 4% or $162,024 at 6%; with 100% employer match about $182,277 at 4% or $121,518 at 6%.
201216$1,391,178$80,996$13,499iApproximate average salary by contribution assumption: employee only about $337,483 at 4% or $224,989 at 6%; with 50% employer match about $224,989 at 4% or $149,993 at 6%; with 100% employer match about $168,742 at 4% or $112,494 at 6%.
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-6$1,391,178$80,996$13,499iApproximate average salary by contribution assumption: employee only about $337,483 at 4% or $224,989 at 6%; with 50% employer match about $224,989 at 4% or $149,993 at 6%; with 100% employer match about $168,742 at 4% or $112,494 at 6%.
201116$1,220,391$89,910$14,985iApproximate average salary by contribution assumption: employee only about $374,625 at 4% or $249,750 at 6%; with 50% employer match about $249,750 at 4% or $166,500 at 6%; with 100% employer match about $187,313 at 4% or $124,875 at 6%.
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-6$1,220,391$89,910$14,985iApproximate average salary by contribution assumption: employee only about $374,625 at 4% or $249,750 at 6%; with 50% employer match about $249,750 at 4% or $166,500 at 6%; with 100% employer match about $187,313 at 4% or $124,875 at 6%.
201016$1,130,481$80,451$13,409iApproximate average salary by contribution assumption: employee only about $335,213 at 4% or $223,475 at 6%; with 50% employer match about $223,475 at 4% or $148,983 at 6%; with 100% employer match about $167,606 at 4% or $111,738 at 6%.
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-6$1,130,481$80,451$13,409iApproximate average salary by contribution assumption: employee only about $335,213 at 4% or $223,475 at 6%; with 50% employer match about $223,475 at 4% or $148,983 at 6%; with 100% employer match about $167,606 at 4% or $111,738 at 6%.
200916$796,779$80,722$13,454iApproximate average salary by contribution assumption: employee only about $336,342 at 4% or $224,228 at 6%; with 50% employer match about $224,228 at 4% or $149,485 at 6%; with 100% employer match about $168,171 at 4% or $112,114 at 6%.
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-6$796,779$80,722$13,454iApproximate average salary by contribution assumption: employee only about $336,342 at 4% or $224,228 at 6%; with 50% employer match about $224,228 at 4% or $149,485 at 6%; with 100% employer match about $168,171 at 4% or $112,114 at 6%.
200816$593,450$71,299$11,883iApproximate average salary by contribution assumption: employee only about $297,079 at 4% or $198,053 at 6%; with 50% employer match about $198,053 at 4% or $132,035 at 6%; with 100% employer match about $148,540 at 4% or $99,026 at 6%.
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-6$593,450$71,299$11,883iApproximate average salary by contribution assumption: employee only about $297,079 at 4% or $198,053 at 6%; with 50% employer match about $198,053 at 4% or $132,035 at 6%; with 100% employer match about $148,540 at 4% or $99,026 at 6%.
200716$0$0-
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-6---
200616$676,486$68,926$11,488iApproximate average salary by contribution assumption: employee only about $287,192 at 4% or $191,461 at 6%; with 50% employer match about $191,461 at 4% or $127,641 at 6%; with 100% employer match about $143,596 at 4% or $95,731 at 6%.
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-6$676,486$68,926$11,488iApproximate average salary by contribution assumption: employee only about $287,192 at 4% or $191,461 at 6%; with 50% employer match about $191,461 at 4% or $127,641 at 6%; with 100% employer match about $143,596 at 4% or $95,731 at 6%.
200516$530,863$63,002$10,500iApproximate average salary by contribution assumption: employee only about $262,508 at 4% or $175,006 at 6%; with 50% employer match about $175,006 at 4% or $116,670 at 6%; with 100% employer match about $131,254 at 4% or $87,503 at 6%.
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-6$530,863$63,002$10,500iApproximate average salary by contribution assumption: employee only about $262,508 at 4% or $175,006 at 6%; with 50% employer match about $175,006 at 4% or $116,670 at 6%; with 100% employer match about $131,254 at 4% or $87,503 at 6%.
200416$444,871$63,375$10,563iApproximate average salary by contribution assumption: employee only about $264,063 at 4% or $176,042 at 6%; with 50% employer match about $176,042 at 4% or $117,361 at 6%; with 100% employer match about $132,031 at 4% or $88,021 at 6%.
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-6$444,871$63,375$10,563iApproximate average salary by contribution assumption: employee only about $264,063 at 4% or $176,042 at 6%; with 50% employer match about $176,042 at 4% or $117,361 at 6%; with 100% employer match about $132,031 at 4% or $88,021 at 6%.
200316$330,817$60,581$10,097iApproximate average salary by contribution assumption: employee only about $252,421 at 4% or $168,281 at 6%; with 50% employer match about $168,281 at 4% or $112,187 at 6%; with 100% employer match about $126,210 at 4% or $84,140 at 6%.
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-6$330,817$60,581$10,097iApproximate average salary by contribution assumption: employee only about $252,421 at 4% or $168,281 at 6%; with 50% employer match about $168,281 at 4% or $112,187 at 6%; with 100% employer match about $126,210 at 4% or $84,140 at 6%.
200217$249,081$41,795$5,971iApproximate average salary by contribution assumption: employee only about $149,268 at 4% or $99,512 at 6%; with 50% employer match about $99,512 at 4% or $66,341 at 6%; with 100% employer match about $74,634 at 4% or $49,756 at 6%.
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-7$249,081$41,795$5,971iApproximate average salary by contribution assumption: employee only about $149,268 at 4% or $99,512 at 6%; with 50% employer match about $99,512 at 4% or $66,341 at 6%; with 100% employer match about $74,634 at 4% or $49,756 at 6%.
200116$240,207$37,443$6,241iApproximate average salary by contribution assumption: employee only about $156,013 at 4% or $104,008 at 6%; with 50% employer match about $104,008 at 4% or $69,339 at 6%; with 100% employer match about $78,006 at 4% or $52,004 at 6%.
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-6$240,207$37,443$6,241iApproximate average salary by contribution assumption: employee only about $156,013 at 4% or $104,008 at 6%; with 50% employer match about $104,008 at 4% or $69,339 at 6%; with 100% employer match about $78,006 at 4% or $52,004 at 6%.
200016$0$0-
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-6---
199915$181,652$31,269$6,254iApproximate average salary by contribution assumption: employee only about $156,345 at 4% or $104,230 at 6%; with 50% employer match about $104,230 at 4% or $69,487 at 6%; with 100% employer match about $78,173 at 4% or $52,115 at 6%.
William J. Morgan, DMD, Psc Profit Sharing Plan & Trust-5$181,652$31,269$6,254iApproximate average salary by contribution assumption: employee only about $156,345 at 4% or $104,230 at 6%; with 50% employer match about $104,230 at 4% or $69,487 at 6%; with 100% employer match about $78,173 at 4% or $52,115 at 6%.