Dr. Jackson P. Morgan, III Dds
Plan context: Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan
EIN 63-1125970 • Charlotte, NC • 21 filings • 4 plans
Current Snapshot
Latest Year
2022
2022 Participants
5
2022 Assets
$45,585
2022 Contributions
$4,634
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 5 | $45,585 | $0 | - |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 5 | $45,585 | - | - |
| 2021 | 1 | 5 | $52,153 | $0 | - |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 5 | $52,153 | - | - |
| 2020 | 1 | 7 | $48,149 | $0 | - |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 7 | $48,149 | - | - |
| 2019 | 1 | 7 | $45,336 | $0 | - |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 7 | $45,336 | $0 | - |
| 2018 | 1 | 7 | $41,868 | $0 | - |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 7 | $41,868 | - | - |
| 2017 | 1 | 7 | $42,559 | $0 | - |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 7 | $42,559 | - | - |
| 2016 | 1 | 7 | $41,058 | $0 | - |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 7 | $41,058 | - | - |
| 2015 | 1 | 5 | $48,139 | $0 | - |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 5 | $48,139 | - | - |
| 2014 | 1 | 7 | $50,526 | $0 | - |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 7 | $50,526 | - | - |
| 2013 | 1 | 7 | $93,404 | $0 | - |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 7 | $93,404 | - | - |
| 2012 | 1 | 7 | $202,184 | $0 | - |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 7 | $202,184 | - | - |
| 2010 | 1 | 6 | $297,230 | $4,634 | $772iApproximate average salary by contribution assumption: employee only about $19,308 at 4% or $12,872 at 6%; with 50% employer match about $12,872 at 4% or $8,581 at 6%; with 100% employer match about $9,654 at 4% or $6,436 at 6%. |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 6 | $297,230 | $4,634 | $772iApproximate average salary by contribution assumption: employee only about $19,308 at 4% or $12,872 at 6%; with 50% employer match about $12,872 at 4% or $8,581 at 6%; with 100% employer match about $9,654 at 4% or $6,436 at 6%. |
| 2009 | 1 | 6 | $287,817 | $6,084 | $1,014iApproximate average salary by contribution assumption: employee only about $25,350 at 4% or $16,900 at 6%; with 50% employer match about $16,900 at 4% or $11,267 at 6%; with 100% employer match about $12,675 at 4% or $8,450 at 6%. |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 6 | $287,817 | $6,084 | $1,014iApproximate average salary by contribution assumption: employee only about $25,350 at 4% or $16,900 at 6%; with 50% employer match about $16,900 at 4% or $11,267 at 6%; with 100% employer match about $12,675 at 4% or $8,450 at 6%. |
| 2006 | 1 | 3 | $0 | $0 | - |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 3 | - | - | - |
| 2005 | 1 | 3 | $250,924 | $52,694 | $17,565iApproximate average salary by contribution assumption: employee only about $439,117 at 4% or $292,744 at 6%; with 50% employer match about $292,744 at 4% or $195,163 at 6%; with 100% employer match about $219,558 at 4% or $146,372 at 6%. |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 3 | $250,924 | $52,694 | $17,565iApproximate average salary by contribution assumption: employee only about $439,117 at 4% or $292,744 at 6%; with 50% employer match about $292,744 at 4% or $195,163 at 6%; with 100% employer match about $219,558 at 4% or $146,372 at 6%. |
| 2004 | 1 | 2 | $0 | $0 | - |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 2 | - | - | - |
| 2003 | 1 | 3 | $0 | $0 | - |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 3 | - | - | - |
| 2002 | 1 | 4 | $143,056 | $50,987 | $12,747iApproximate average salary by contribution assumption: employee only about $318,669 at 4% or $212,446 at 6%; with 50% employer match about $212,446 at 4% or $141,631 at 6%; with 100% employer match about $159,334 at 4% or $106,223 at 6%. |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 4 | $143,056 | $50,987 | $12,747iApproximate average salary by contribution assumption: employee only about $318,669 at 4% or $212,446 at 6%; with 50% employer match about $212,446 at 4% or $141,631 at 6%; with 100% employer match about $159,334 at 4% or $106,223 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 3 | - | - | - |
| 1999 | 1 | 4 | $60,381 | $33,120 | $8,280iApproximate average salary by contribution assumption: employee only about $207,000 at 4% or $138,000 at 6%; with 50% employer match about $138,000 at 4% or $92,000 at 6%; with 100% employer match about $103,500 at 4% or $69,000 at 6%. |
| Dr. Jackson P. Morgan, III, Dds Profit Sharing Plan | - | 4 | $60,381 | $33,120 | $8,280iApproximate average salary by contribution assumption: employee only about $207,000 at 4% or $138,000 at 6%; with 50% employer match about $138,000 at 4% or $92,000 at 6%; with 100% employer match about $103,500 at 4% or $69,000 at 6%. |