James M. Morgan, D.D.S.
Plan context: James M. Morgan. D.D.S. Defined Benefit Plan and Trust
EIN 75-1368318 • 4 filings • 3 plans
Current Snapshot
Latest Year
2002
2002 Participants
1
2002 Assets
$562,116
2002 Contributions
$52,288
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $0 | $0 | - |
| James M. Morgan. D.D.S. Defined Benefit Plan and Trust | - | 0 | - | - | - |
| 2001 | 1 | 1 | $562,116 | $52,288 | $52,288iApproximate average salary by contribution assumption: employee only about $1,307,200 at 4% or $871,467 at 6%; with 50% employer match about $871,467 at 4% or $580,978 at 6%; with 100% employer match about $653,600 at 4% or $435,733 at 6%. |
| James M. Morgan. D.D.S. Defined Benefit Plan and Trust | - | 1 | $562,116 | $52,288 | $52,288iApproximate average salary by contribution assumption: employee only about $1,307,200 at 4% or $871,467 at 6%; with 50% employer match about $871,467 at 4% or $580,978 at 6%; with 100% employer match about $653,600 at 4% or $435,733 at 6%. |
| 2000 | 1 | 4 | $578,001 | $59,013 | $14,753iApproximate average salary by contribution assumption: employee only about $368,831 at 4% or $245,888 at 6%; with 50% employer match about $245,888 at 4% or $163,925 at 6%; with 100% employer match about $184,416 at 4% or $122,944 at 6%. |
| JAMES M. MORGAN, D.D.S. DEFINED BENEFIT PLAN AND TRUST | - | 4 | $578,001 | $59,013 | $14,753iApproximate average salary by contribution assumption: employee only about $368,831 at 4% or $245,888 at 6%; with 50% employer match about $245,888 at 4% or $163,925 at 6%; with 100% employer match about $184,416 at 4% or $122,944 at 6%. |
| 1999 | 1 | 4 | $509,698 | $50,171 | $12,543iApproximate average salary by contribution assumption: employee only about $313,569 at 4% or $209,046 at 6%; with 50% employer match about $209,046 at 4% or $139,364 at 6%; with 100% employer match about $156,784 at 4% or $104,523 at 6%. |
| James M. Morgan. D.D.S. Defined Benefit Plan and Trust | - | 4 | $509,698 | $50,171 | $12,543iApproximate average salary by contribution assumption: employee only about $313,569 at 4% or $209,046 at 6%; with 50% employer match about $209,046 at 4% or $139,364 at 6%; with 100% employer match about $156,784 at 4% or $104,523 at 6%. |