Civic Intelligence

Robert E. Morgan, D.D.S.

Plan context: Robert E. Morgan, D.D.S. Profit Sharing Plan

EIN 75-1719601 • Dallas, TX • 42 filings • 5 plans

5916 Steuben CTDallas, TX 75248
Current Snapshot

Latest Year

2025

2025 Participants

65

2025 Assets

$4,469,134

2025 Contributions

$92,581

Historical Graphs

Total Assets Over Time

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

$14,013,446$7,006,723$0199920142025YearValue
$4,469,134Latest year 2025

Participants Over Time

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

107540199920122025YearValue
65Latest year 2025

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
2025165$4,469,134$0-
Robert E. Morgan, D.D.S. Profit Sharing Plan-65$4,469,134$0-
20241103$4,557,643$0-
Robert E. Morgan, D.D.S. Profit Sharing Plan-103$4,557,643$0-
20231104$4,205,052$0-
Robert E. Morgan, D.D.S. Profit Sharing Plan-104$4,205,052$0-
20222105$5,880,029$0-
Robert E. Morgan, D.D.S. Profit Sharing Plan-105$3,838,802$0-
Robert E. Morgan, D.D.S. New Comparability Cash Balance Plan-49$2,041,227$0-
20212107$14,013,446$92,581$865iApproximate average salary by contribution assumption: employee only about $21,631 at 4% or $14,421 at 6%; with 50% employer match about $14,421 at 4% or $9,614 at 6%; with 100% employer match about $10,816 at 4% or $7,210 at 6%.
Robert E. Morgan, D.D.S. New Comparability Cash Balance Plan-44$9,319,279$0-
Robert E. Morgan, D.D.S. Profit Sharing Plan-107$4,694,167$92,581$865iApproximate average salary by contribution assumption: employee only about $21,631 at 4% or $14,421 at 6%; with 50% employer match about $14,421 at 4% or $9,614 at 6%; with 100% employer match about $10,816 at 4% or $7,210 at 6%.
20202102$12,009,015$57,313$562iApproximate average salary by contribution assumption: employee only about $14,047 at 4% or $9,365 at 6%; with 50% employer match about $9,365 at 4% or $6,243 at 6%; with 100% employer match about $7,024 at 4% or $4,682 at 6%.
Robert E. Morgan, D.D.S. New Comparability Cash Balance Plan-52$7,464,631$0-
Robert E. Morgan, D.D.S. Profit Sharing Plan-102$4,544,384$57,313$562iApproximate average salary by contribution assumption: employee only about $14,047 at 4% or $9,365 at 6%; with 50% employer match about $9,365 at 4% or $6,243 at 6%; with 100% employer match about $7,024 at 4% or $4,682 at 6%.
20192100$11,349,682$472,209$4,722iApproximate average salary by contribution assumption: employee only about $118,052 at 4% or $78,702 at 6%; with 50% employer match about $78,702 at 4% or $52,468 at 6%; with 100% employer match about $59,026 at 4% or $39,351 at 6%.
Robert E. Morgan, D.D.S. New Comparability Cash Balance Plan-51$6,407,654$290,000$5,686iApproximate average salary by contribution assumption: employee only about $142,157 at 4% or $94,771 at 6%; with 50% employer match about $94,771 at 4% or $63,181 at 6%; with 100% employer match about $71,078 at 4% or $47,386 at 6%.
Robert E. Morgan, D.D.S. Profit Sharing Plan-100$4,942,028$182,209$1,822iApproximate average salary by contribution assumption: employee only about $45,552 at 4% or $30,368 at 6%; with 50% employer match about $30,368 at 4% or $20,245 at 6%; with 100% employer match about $22,776 at 4% or $15,184 at 6%.
2018296$8,637,238$492,568$5,131iApproximate average salary by contribution assumption: employee only about $128,273 at 4% or $85,515 at 6%; with 50% employer match about $85,515 at 4% or $57,010 at 6%; with 100% employer match about $64,136 at 4% or $42,758 at 6%.
Robert E. Morgan, D.D.S. New Comparability Cash Balance Plan-53$4,651,664$300,000$5,660iApproximate average salary by contribution assumption: employee only about $141,509 at 4% or $94,340 at 6%; with 50% employer match about $94,340 at 4% or $62,893 at 6%; with 100% employer match about $70,755 at 4% or $47,170 at 6%.
Robert E. Morgan, D.D.S. Profit Sharing Plan-96$3,985,574$192,568$2,006iApproximate average salary by contribution assumption: employee only about $50,148 at 4% or $33,432 at 6%; with 50% employer match about $33,432 at 4% or $22,288 at 6%; with 100% employer match about $25,074 at 4% or $16,716 at 6%.
2017290$8,546,631$417,671$4,641iApproximate average salary by contribution assumption: employee only about $116,020 at 4% or $77,346 at 6%; with 50% employer match about $77,346 at 4% or $51,564 at 6%; with 100% employer match about $58,010 at 4% or $38,673 at 6%.
Robert E. Morgan, D.D.S. New Comparability Cash Balance Plan-43$4,448,702$225,000$5,233iApproximate average salary by contribution assumption: employee only about $130,814 at 4% or $87,209 at 6%; with 50% employer match about $87,209 at 4% or $58,140 at 6%; with 100% employer match about $65,407 at 4% or $43,605 at 6%.
Robert E. Morgan, D.D.S. Profit Sharing Plan-90$4,097,929$192,671$2,141iApproximate average salary by contribution assumption: employee only about $53,520 at 4% or $35,680 at 6%; with 50% employer match about $35,680 at 4% or $23,787 at 6%; with 100% employer match about $26,760 at 4% or $17,840 at 6%.
2016275$7,066,832$326,673$4,356iApproximate average salary by contribution assumption: employee only about $108,891 at 4% or $72,594 at 6%; with 50% employer match about $72,594 at 4% or $48,396 at 6%; with 100% employer match about $54,446 at 4% or $36,297 at 6%.
Robert E. Morgan, D.D.S. New Comparability Cash Balance Plan-40$3,580,999$150,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Robert E. Morgan, D.D.S. Profit Sharing Plan-75$3,485,833$176,673$2,356iApproximate average salary by contribution assumption: employee only about $58,891 at 4% or $39,261 at 6%; with 50% employer match about $39,261 at 4% or $26,174 at 6%; with 100% employer match about $29,445 at 4% or $19,630 at 6%.
2015275$6,601,762$246,096$3,281iApproximate average salary by contribution assumption: employee only about $82,032 at 4% or $54,688 at 6%; with 50% employer match about $54,688 at 4% or $36,459 at 6%; with 100% employer match about $41,016 at 4% or $27,344 at 6%.
Robert E. Morgan, D.D.S. New Comparability Cash Balance Plan-43$3,384,652$100,000$2,326iApproximate average salary by contribution assumption: employee only about $58,140 at 4% or $38,760 at 6%; with 50% employer match about $38,760 at 4% or $25,840 at 6%; with 100% employer match about $29,070 at 4% or $19,380 at 6%.
Robert E. Morgan, D.D.S. Profit Sharing Plan-75$3,217,110$146,096$1,948iApproximate average salary by contribution assumption: employee only about $48,699 at 4% or $32,466 at 6%; with 50% employer match about $32,466 at 4% or $21,644 at 6%; with 100% employer match about $24,349 at 4% or $16,233 at 6%.
2014274$6,689,618$449,163$6,070iApproximate average salary by contribution assumption: employee only about $151,744 at 4% or $101,163 at 6%; with 50% employer match about $101,163 at 4% or $67,442 at 6%; with 100% employer match about $75,872 at 4% or $50,581 at 6%.
Robert E. Morgan, D.D.S. New Comparability Cash Balance Plan-42$3,424,887$300,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
Robert E. Morgan, D.D.S. Profit Sharing Plan-74$3,264,731$149,163$2,016iApproximate average salary by contribution assumption: employee only about $50,393 at 4% or $33,595 at 6%; with 50% employer match about $33,595 at 4% or $22,397 at 6%; with 100% employer match about $25,196 at 4% or $16,798 at 6%.
2013272$5,935,888$554,490$7,701iApproximate average salary by contribution assumption: employee only about $192,531 at 4% or $128,354 at 6%; with 50% employer match about $128,354 at 4% or $85,569 at 6%; with 100% employer match about $96,266 at 4% or $64,177 at 6%.
Robert E. Morgan, D.D.S. Profit Sharing Plan-72$3,018,427$154,490$2,146iApproximate average salary by contribution assumption: employee only about $53,642 at 4% or $35,762 at 6%; with 50% employer match about $35,762 at 4% or $23,841 at 6%; with 100% employer match about $26,821 at 4% or $17,881 at 6%.
Robert E. Morgan, D.D.S. New Comparability Cash Balance Plan-41$2,917,461$400,000$9,756iApproximate average salary by contribution assumption: employee only about $243,902 at 4% or $162,602 at 6%; with 50% employer match about $162,602 at 4% or $108,401 at 6%; with 100% employer match about $121,951 at 4% or $81,301 at 6%.
2012269$4,748,771$515,346$7,469iApproximate average salary by contribution assumption: employee only about $186,720 at 4% or $124,480 at 6%; with 50% employer match about $124,480 at 4% or $82,986 at 6%; with 100% employer match about $93,360 at 4% or $62,240 at 6%.
Robert E. Morgan, D.D.S. Profit Sharing Plan-69$2,625,307$135,346$1,962iApproximate average salary by contribution assumption: employee only about $49,038 at 4% or $32,692 at 6%; with 50% employer match about $32,692 at 4% or $21,795 at 6%; with 100% employer match about $24,519 at 4% or $16,346 at 6%.
Robert E. Morgan, D.D.S. New Comparability Cash Balance Plan-39$2,123,464$380,000$9,744iApproximate average salary by contribution assumption: employee only about $243,590 at 4% or $162,393 at 6%; with 50% employer match about $162,393 at 4% or $108,262 at 6%; with 100% employer match about $121,795 at 4% or $81,197 at 6%.
2011274$3,914,217$479,106$6,474iApproximate average salary by contribution assumption: employee only about $161,860 at 4% or $107,907 at 6%; with 50% employer match about $107,907 at 4% or $71,938 at 6%; with 100% employer match about $80,930 at 4% or $53,953 at 6%.
Robert E. Morgan, D.D.S. Profit Sharing Plan-74$2,320,418$119,106$1,610iApproximate average salary by contribution assumption: employee only about $40,239 at 4% or $26,826 at 6%; with 50% employer match about $26,826 at 4% or $17,884 at 6%; with 100% employer match about $20,119 at 4% or $13,413 at 6%.
Robert E. Morgan, D.D.S. New Comparability Cash Balance Plan-55$1,593,799$360,000$6,545iApproximate average salary by contribution assumption: employee only about $163,636 at 4% or $109,091 at 6%; with 50% employer match about $109,091 at 4% or $72,727 at 6%; with 100% employer match about $81,818 at 4% or $54,545 at 6%.
2010266$3,617,681$419,995$6,364iApproximate average salary by contribution assumption: employee only about $159,089 at 4% or $106,059 at 6%; with 50% employer match about $106,059 at 4% or $70,706 at 6%; with 100% employer match about $79,545 at 4% or $53,030 at 6%.
Robert E. Morgan, D.D.S. Profit Sharing Plan-66$2,321,954$119,995$1,818iApproximate average salary by contribution assumption: employee only about $45,453 at 4% or $30,302 at 6%; with 50% employer match about $30,302 at 4% or $20,201 at 6%; with 100% employer match about $22,726 at 4% or $15,151 at 6%.
Robert E. Morgan, D.D.S. New Comparability Cash Balance Plan-65$1,295,727$300,000$4,615iApproximate average salary by contribution assumption: employee only about $115,385 at 4% or $76,923 at 6%; with 50% employer match about $76,923 at 4% or $51,282 at 6%; with 100% employer match about $57,692 at 4% or $38,462 at 6%.
2009248$2,912,752$514,594$10,721iApproximate average salary by contribution assumption: employee only about $268,018 at 4% or $178,678 at 6%; with 50% employer match about $178,678 at 4% or $119,119 at 6%; with 100% employer match about $134,009 at 4% or $89,339 at 6%.
Robert E. Morgan, D.D.S. Profit Sharing Plan-48$2,022,786$114,594$2,387iApproximate average salary by contribution assumption: employee only about $59,684 at 4% or $39,790 at 6%; with 50% employer match about $39,790 at 4% or $26,526 at 6%; with 100% employer match about $29,842 at 4% or $19,895 at 6%.
Robert E. Morgan, D.D.S. New Comparability Cash Balance Plan-40$889,966$400,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
2008243$0$0-
Robert E. Morgan, D.D.S. Profit Sharing Plan-43---
Robert E. Morgan, D.D.S. New Comparability Cash Balance Plan-43---
2007123$0$0-
Robert E. Morgan, D.D.S. Profit Sharing Plan-23---
2006121$1,844,792$93,464$4,451iApproximate average salary by contribution assumption: employee only about $111,267 at 4% or $74,178 at 6%; with 50% employer match about $74,178 at 4% or $49,452 at 6%; with 100% employer match about $55,633 at 4% or $37,089 at 6%.
Robert E. Morgan, D.D.S. Profit Sharing Plan-21$1,844,792$93,464$4,451iApproximate average salary by contribution assumption: employee only about $111,267 at 4% or $74,178 at 6%; with 50% employer match about $74,178 at 4% or $49,452 at 6%; with 100% employer match about $55,633 at 4% or $37,089 at 6%.
2005122$1,492,784$90,918$4,133iApproximate average salary by contribution assumption: employee only about $103,316 at 4% or $68,877 at 6%; with 50% employer match about $68,877 at 4% or $45,918 at 6%; with 100% employer match about $51,658 at 4% or $34,439 at 6%.
Robert E. Morgan, D.D.S. Profit Sharing Plan-22$1,492,784$90,918$4,133iApproximate average salary by contribution assumption: employee only about $103,316 at 4% or $68,877 at 6%; with 50% employer match about $68,877 at 4% or $45,918 at 6%; with 100% employer match about $51,658 at 4% or $34,439 at 6%.
2004120$1,312,778$75,324$3,766iApproximate average salary by contribution assumption: employee only about $94,155 at 4% or $62,770 at 6%; with 50% employer match about $62,770 at 4% or $41,847 at 6%; with 100% employer match about $47,078 at 4% or $31,385 at 6%.
Robert E. Morgan, D.D.S. Profit Sharing Plan-20$1,312,778$75,324$3,766iApproximate average salary by contribution assumption: employee only about $94,155 at 4% or $62,770 at 6%; with 50% employer match about $62,770 at 4% or $41,847 at 6%; with 100% employer match about $47,078 at 4% or $31,385 at 6%.
2003114$1,110,816$73,759$5,269iApproximate average salary by contribution assumption: employee only about $131,713 at 4% or $87,808 at 6%; with 50% employer match about $87,808 at 4% or $58,539 at 6%; with 100% employer match about $65,856 at 4% or $43,904 at 6%.
Robert E. Morgan, D.D.S. Profit Sharing Plan-14$1,110,816$73,759$5,269iApproximate average salary by contribution assumption: employee only about $131,713 at 4% or $87,808 at 6%; with 50% employer match about $87,808 at 4% or $58,539 at 6%; with 100% employer match about $65,856 at 4% or $43,904 at 6%.
2002111$843,324$42,252$3,841iApproximate average salary by contribution assumption: employee only about $96,027 at 4% or $64,018 at 6%; with 50% employer match about $64,018 at 4% or $42,679 at 6%; with 100% employer match about $48,014 at 4% or $32,009 at 6%.
Robert E. Morgan, D.D.S. Profit Sharing Plan-11$843,324$42,252$3,841iApproximate average salary by contribution assumption: employee only about $96,027 at 4% or $64,018 at 6%; with 50% employer match about $64,018 at 4% or $42,679 at 6%; with 100% employer match about $48,014 at 4% or $32,009 at 6%.
200118$0$0-
Robert E. Morgan, D.D.S. Profit Sharing Plan-8---
2000111$1,106,171$47,268$4,297iApproximate average salary by contribution assumption: employee only about $107,427 at 4% or $71,618 at 6%; with 50% employer match about $71,618 at 4% or $47,745 at 6%; with 100% employer match about $53,714 at 4% or $35,809 at 6%.
Robert E. Morgan, D.D.S. Profit Sharing Plan-11$1,106,171$47,268$4,297iApproximate average salary by contribution assumption: employee only about $107,427 at 4% or $71,618 at 6%; with 50% employer match about $71,618 at 4% or $47,745 at 6%; with 100% employer match about $53,714 at 4% or $35,809 at 6%.
1999111$1,148,144$112,616$10,238iApproximate average salary by contribution assumption: employee only about $255,945 at 4% or $170,630 at 6%; with 50% employer match about $170,630 at 4% or $113,754 at 6%; with 100% employer match about $127,973 at 4% or $85,315 at 6%.
Robert E. Morgan, D.D.S. Profit Sharing Plan-11$1,148,144$112,616$10,238iApproximate average salary by contribution assumption: employee only about $255,945 at 4% or $170,630 at 6%; with 50% employer match about $170,630 at 4% or $113,754 at 6%; with 100% employer match about $127,973 at 4% or $85,315 at 6%.