Civic Intelligence

Joseph F. Morgan, D.D.S., a Prof. Corp.

Plan context: Morgan Profit Sharing Plan

EIN 74-2043403 • Houston, TX • 36 filings • 2 plans

7515 South Main St, Suite 720Houston, TX 77030-4519
Current Snapshot

Latest Year

2017

2017 Participants

5

2017 Assets

$7,000,689

2017 Contributions

$82,410

Historical Graphs

Total Assets Over Time

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

$7,000,689$3,500,345$0199920082016YearValue
$7,000,689Latest year 2016

Participants Over Time

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

530199920082016YearValue
5Latest year 2016

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
201710$0$0-
Morgan Profit Sharing Plan-0$0--
201615$7,000,689$82,410$16,482iApproximate average salary by contribution assumption: employee only about $412,050 at 4% or $274,700 at 6%; with 50% employer match about $274,700 at 4% or $183,133 at 6%; with 100% employer match about $206,025 at 4% or $137,350 at 6%.
Morgan Profit Sharing Plan-5$7,000,689$82,410$16,482iApproximate average salary by contribution assumption: employee only about $412,050 at 4% or $274,700 at 6%; with 50% employer match about $274,700 at 4% or $183,133 at 6%; with 100% employer match about $206,025 at 4% or $137,350 at 6%.
201525$6,481,091$80,646$16,129iApproximate average salary by contribution assumption: employee only about $403,230 at 4% or $268,820 at 6%; with 50% employer match about $268,820 at 4% or $179,213 at 6%; with 100% employer match about $201,615 at 4% or $134,410 at 6%.
Morgan Profit Sharing Plan-5$6,481,091$80,646$16,129iApproximate average salary by contribution assumption: employee only about $403,230 at 4% or $268,820 at 6%; with 50% employer match about $268,820 at 4% or $179,213 at 6%; with 100% employer match about $201,615 at 4% or $134,410 at 6%.
Morgan Pension Plan-0---
201425$6,731,823$117,066$23,413iApproximate average salary by contribution assumption: employee only about $585,330 at 4% or $390,220 at 6%; with 50% employer match about $390,220 at 4% or $260,147 at 6%; with 100% employer match about $292,665 at 4% or $195,110 at 6%.
Morgan Pension Plan-5$3,741,182$78,044$15,609iApproximate average salary by contribution assumption: employee only about $390,220 at 4% or $260,147 at 6%; with 50% employer match about $260,147 at 4% or $173,431 at 6%; with 100% employer match about $195,110 at 4% or $130,073 at 6%.
Morgan Profit Sharing Plan-5$2,990,641$39,022$7,804iApproximate average salary by contribution assumption: employee only about $195,110 at 4% or $130,073 at 6%; with 50% employer match about $130,073 at 4% or $86,716 at 6%; with 100% employer match about $97,555 at 4% or $65,037 at 6%.
201325$6,325,992$76,406$15,281iApproximate average salary by contribution assumption: employee only about $382,030 at 4% or $254,687 at 6%; with 50% employer match about $254,687 at 4% or $169,791 at 6%; with 100% employer match about $191,015 at 4% or $127,343 at 6%.
Morgan Pension Plan-5$3,504,802$38,203$7,641iApproximate average salary by contribution assumption: employee only about $191,015 at 4% or $127,343 at 6%; with 50% employer match about $127,343 at 4% or $84,896 at 6%; with 100% employer match about $95,508 at 4% or $63,672 at 6%.
Morgan Profit Sharing Plan-5$2,821,190$38,203$7,641iApproximate average salary by contribution assumption: employee only about $191,015 at 4% or $127,343 at 6%; with 50% employer match about $127,343 at 4% or $84,896 at 6%; with 100% employer match about $95,508 at 4% or $63,672 at 6%.
201225$5,034,105$74,260$14,852iApproximate average salary by contribution assumption: employee only about $371,300 at 4% or $247,533 at 6%; with 50% employer match about $247,533 at 4% or $165,022 at 6%; with 100% employer match about $185,650 at 4% or $123,767 at 6%.
Morgan Pension Plan-5$2,784,597$37,130$7,426iApproximate average salary by contribution assumption: employee only about $185,650 at 4% or $123,767 at 6%; with 50% employer match about $123,767 at 4% or $82,511 at 6%; with 100% employer match about $92,825 at 4% or $61,883 at 6%.
Morgan Profit Sharing Plan-5$2,249,508$37,130$7,426iApproximate average salary by contribution assumption: employee only about $185,650 at 4% or $123,767 at 6%; with 50% employer match about $123,767 at 4% or $82,511 at 6%; with 100% employer match about $92,825 at 4% or $61,883 at 6%.
201125$4,485,500$73,050$14,610iApproximate average salary by contribution assumption: employee only about $365,250 at 4% or $243,500 at 6%; with 50% employer match about $243,500 at 4% or $162,333 at 6%; with 100% employer match about $182,625 at 4% or $121,750 at 6%.
Morgan Pension Plan-5$2,476,228$36,525$7,305iApproximate average salary by contribution assumption: employee only about $182,625 at 4% or $121,750 at 6%; with 50% employer match about $121,750 at 4% or $81,167 at 6%; with 100% employer match about $91,313 at 4% or $60,875 at 6%.
Morgan Profit Sharing Plan-5$2,009,272$36,525$7,305iApproximate average salary by contribution assumption: employee only about $182,625 at 4% or $121,750 at 6%; with 50% employer match about $121,750 at 4% or $81,167 at 6%; with 100% employer match about $91,313 at 4% or $60,875 at 6%.
201023$4,421,689$63,100$21,033iApproximate average salary by contribution assumption: employee only about $525,833 at 4% or $350,556 at 6%; with 50% employer match about $350,556 at 4% or $233,704 at 6%; with 100% employer match about $262,917 at 4% or $175,278 at 6%.
Morgan Pension Plan-3$2,427,842$31,550$10,517iApproximate average salary by contribution assumption: employee only about $262,917 at 4% or $175,278 at 6%; with 50% employer match about $175,278 at 4% or $116,852 at 6%; with 100% employer match about $131,458 at 4% or $87,639 at 6%.
Morgan Profit Sharing Plan-3$1,993,847$31,550$10,517iApproximate average salary by contribution assumption: employee only about $262,917 at 4% or $175,278 at 6%; with 50% employer match about $175,278 at 4% or $116,852 at 6%; with 100% employer match about $131,458 at 4% or $87,639 at 6%.
200923$3,957,707$63,180$21,060iApproximate average salary by contribution assumption: employee only about $526,500 at 4% or $351,000 at 6%; with 50% employer match about $351,000 at 4% or $234,000 at 6%; with 100% employer match about $263,250 at 4% or $175,500 at 6%.
Morgan Pension Plan-3$2,190,078$31,590$10,530iApproximate average salary by contribution assumption: employee only about $263,250 at 4% or $175,500 at 6%; with 50% employer match about $175,500 at 4% or $117,000 at 6%; with 100% employer match about $131,625 at 4% or $87,750 at 6%.
Morgan Profit Sharing Plan-3$1,767,629$31,590$10,530iApproximate average salary by contribution assumption: employee only about $263,250 at 4% or $175,500 at 6%; with 50% employer match about $175,500 at 4% or $117,000 at 6%; with 100% employer match about $131,625 at 4% or $87,750 at 6%.
200823$3,067,822$55,036$18,345iApproximate average salary by contribution assumption: employee only about $458,633 at 4% or $305,756 at 6%; with 50% employer match about $305,756 at 4% or $203,837 at 6%; with 100% employer match about $229,317 at 4% or $152,878 at 6%.
Morgan Pension Plan-3$1,702,430$27,518$9,173iApproximate average salary by contribution assumption: employee only about $229,317 at 4% or $152,878 at 6%; with 50% employer match about $152,878 at 4% or $101,919 at 6%; with 100% employer match about $114,658 at 4% or $76,439 at 6%.
Morgan Profit Sharing Plan-3$1,365,392$27,518$9,173iApproximate average salary by contribution assumption: employee only about $229,317 at 4% or $152,878 at 6%; with 50% employer match about $152,878 at 4% or $101,919 at 6%; with 100% employer match about $114,658 at 4% or $76,439 at 6%.
200724$0$0-
Morgan Pension Plan-4---
Morgan Profit Sharing Plan-4---
200623$4,176,312$53,134$17,711iApproximate average salary by contribution assumption: employee only about $442,783 at 4% or $295,189 at 6%; with 50% employer match about $295,189 at 4% or $196,793 at 6%; with 100% employer match about $221,392 at 4% or $147,594 at 6%.
Morgan Pension Plan-3$2,324,827$26,567$8,856iApproximate average salary by contribution assumption: employee only about $221,392 at 4% or $147,594 at 6%; with 50% employer match about $147,594 at 4% or $98,396 at 6%; with 100% employer match about $110,696 at 4% or $73,797 at 6%.
Morgan Profit Sharing Plan-3$1,851,485$26,567$8,856iApproximate average salary by contribution assumption: employee only about $221,392 at 4% or $147,594 at 6%; with 50% employer match about $147,594 at 4% or $98,396 at 6%; with 100% employer match about $110,696 at 4% or $73,797 at 6%.
200524$3,519,216$57,946$14,487iApproximate average salary by contribution assumption: employee only about $362,163 at 4% or $241,442 at 6%; with 50% employer match about $241,442 at 4% or $160,961 at 6%; with 100% employer match about $181,081 at 4% or $120,721 at 6%.
Morgan Pension Plan-4$1,956,925$28,973$7,243iApproximate average salary by contribution assumption: employee only about $181,081 at 4% or $120,721 at 6%; with 50% employer match about $120,721 at 4% or $80,481 at 6%; with 100% employer match about $90,541 at 4% or $60,360 at 6%.
Morgan Profit Sharing Plan-4$1,562,291$28,973$7,243iApproximate average salary by contribution assumption: employee only about $181,081 at 4% or $120,721 at 6%; with 50% employer match about $120,721 at 4% or $80,481 at 6%; with 100% employer match about $90,541 at 4% or $60,360 at 6%.
200423$3,216,324$43,217$14,406iApproximate average salary by contribution assumption: employee only about $360,142 at 4% or $240,094 at 6%; with 50% employer match about $240,094 at 4% or $160,063 at 6%; with 100% employer match about $180,071 at 4% or $120,047 at 6%.
Morgan Pension Plan-3$1,790,173$21,631$7,210iApproximate average salary by contribution assumption: employee only about $180,258 at 4% or $120,172 at 6%; with 50% employer match about $120,172 at 4% or $80,115 at 6%; with 100% employer match about $90,129 at 4% or $60,086 at 6%.
Morgan Profit Sharing Plan-3$1,426,151$21,586$7,195iApproximate average salary by contribution assumption: employee only about $179,883 at 4% or $119,922 at 6%; with 50% employer match about $119,922 at 4% or $79,948 at 6%; with 100% employer match about $89,942 at 4% or $59,961 at 6%.
200324$2,847,790$56,522$14,131iApproximate average salary by contribution assumption: employee only about $353,263 at 4% or $235,508 at 6%; with 50% employer match about $235,508 at 4% or $157,006 at 6%; with 100% employer match about $176,631 at 4% or $117,754 at 6%.
Morgan Pension Plan-4$1,583,035$28,261$7,065iApproximate average salary by contribution assumption: employee only about $176,631 at 4% or $117,754 at 6%; with 50% employer match about $117,754 at 4% or $78,503 at 6%; with 100% employer match about $88,316 at 4% or $58,877 at 6%.
Morgan Profit Sharing Plan-4$1,264,755$28,261$7,065iApproximate average salary by contribution assumption: employee only about $176,631 at 4% or $117,754 at 6%; with 50% employer match about $117,754 at 4% or $78,503 at 6%; with 100% employer match about $88,316 at 4% or $58,877 at 6%.
200225$2,206,178$56,090$11,218iApproximate average salary by contribution assumption: employee only about $280,450 at 4% or $186,967 at 6%; with 50% employer match about $186,967 at 4% or $124,644 at 6%; with 100% employer match about $140,225 at 4% or $93,483 at 6%.
Morgan Pension Plan-4$1,222,055$28,045$7,011iApproximate average salary by contribution assumption: employee only about $175,281 at 4% or $116,854 at 6%; with 50% employer match about $116,854 at 4% or $77,903 at 6%; with 100% employer match about $87,641 at 4% or $58,427 at 6%.
Morgan Profit Sharing Plan-5$984,123$28,045$5,609iApproximate average salary by contribution assumption: employee only about $140,225 at 4% or $93,483 at 6%; with 50% employer match about $93,483 at 4% or $62,322 at 6%; with 100% employer match about $70,113 at 4% or $46,742 at 6%.
200124$1,082,332$26,261$6,565iApproximate average salary by contribution assumption: employee only about $164,131 at 4% or $109,421 at 6%; with 50% employer match about $109,421 at 4% or $72,947 at 6%; with 100% employer match about $82,066 at 4% or $54,710 at 6%.
Morgan Profit Sharing Plan-4$1,082,332$26,261$6,565iApproximate average salary by contribution assumption: employee only about $164,131 at 4% or $109,421 at 6%; with 50% employer match about $109,421 at 4% or $72,947 at 6%; with 100% employer match about $82,066 at 4% or $54,710 at 6%.
Morgan Pension Plan-4---
200024$2,449,512$39,618$9,905iApproximate average salary by contribution assumption: employee only about $247,613 at 4% or $165,075 at 6%; with 50% employer match about $165,075 at 4% or $110,050 at 6%; with 100% employer match about $123,806 at 4% or $82,538 at 6%.
Morgan Pension Plan-4$1,364,431$22,450$5,613iApproximate average salary by contribution assumption: employee only about $140,313 at 4% or $93,542 at 6%; with 50% employer match about $93,542 at 4% or $62,361 at 6%; with 100% employer match about $70,156 at 4% or $46,771 at 6%.
Morgan Profit Sharing Plan-4$1,085,081$17,168$4,292iApproximate average salary by contribution assumption: employee only about $107,300 at 4% or $71,533 at 6%; with 50% employer match about $71,533 at 4% or $47,689 at 6%; with 100% employer match about $53,650 at 4% or $35,767 at 6%.
199924$2,301,852$44,306$11,077iApproximate average salary by contribution assumption: employee only about $276,913 at 4% or $184,608 at 6%; with 50% employer match about $184,608 at 4% or $123,072 at 6%; with 100% employer match about $138,456 at 4% or $92,304 at 6%.
Morgan Pension Plan-4$1,282,200$23,630$5,908iApproximate average salary by contribution assumption: employee only about $147,688 at 4% or $98,458 at 6%; with 50% employer match about $98,458 at 4% or $65,639 at 6%; with 100% employer match about $73,844 at 4% or $49,229 at 6%.
Morgan Profit Sharing Plan-4$1,019,652$20,676$5,169iApproximate average salary by contribution assumption: employee only about $129,225 at 4% or $86,150 at 6%; with 50% employer match about $86,150 at 4% or $57,433 at 6%; with 100% employer match about $64,613 at 4% or $43,075 at 6%.