Civic Intelligence

Marshall W. Morgan, Dds, Msd Inc.

Plan context: MARSHALL W. MORGAN, DDS, MSD, INC. CASH BALANCE PLAN

EIN 75-1770796 • Odessa, TX • 24 filings • 5 plans

1508 North Grandview, Suite 1Odessa, TX 79761
Current Snapshot

Latest Year

2019

2019 Participants

4

2019 Assets

$363,747

2019 Contributions

$219,468

Historical Graphs

Total Assets Over Time

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

$2,630,489$1,315,245$0199920112018YearValue
$363,747Latest year 2018

Participants Over Time

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

1260199920092018YearValue
4Latest 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-
MARSHALL W. MORGAN, DDS, MSD, INC. CASH BALANCE PLAN-0$0$0-
201814$363,747$0-
MARSHALL W. MORGAN, DDS, MSD, INC. CASH BALANCE PLAN-4$363,747$0-
201714$677,420$0-
MARSHALL W. MORGAN, DDS, MSD, INC. CASH BALANCE PLAN-4$677,420$0-
201624$2,194,867$219,468$54,867iApproximate average salary by contribution assumption: employee only about $1,371,675 at 4% or $914,450 at 6%; with 50% employer match about $914,450 at 4% or $609,633 at 6%; with 100% employer match about $685,838 at 4% or $457,225 at 6%.
Marshall W Morgan Dds Msd Inc Profit Sharing Plan-2$1,571,742$15,468$7,734iApproximate average salary by contribution assumption: employee only about $193,350 at 4% or $128,900 at 6%; with 50% employer match about $128,900 at 4% or $85,933 at 6%; with 100% employer match about $96,675 at 4% or $64,450 at 6%.
MARSHALL W. MORGAN, DDS, MSD, INC. CASH BALANCE PLAN-4$623,125$204,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
2015212$2,630,489$293,904$24,492iApproximate average salary by contribution assumption: employee only about $612,300 at 4% or $408,200 at 6%; with 50% employer match about $408,200 at 4% or $272,133 at 6%; with 100% employer match about $306,150 at 4% or $204,100 at 6%.
Marshall W Morgan Dds Msd Inc Profit Sharing Plan-12$2,222,309$89,904$7,492iApproximate average salary by contribution assumption: employee only about $187,300 at 4% or $124,867 at 6%; with 50% employer match about $124,867 at 4% or $83,244 at 6%; with 100% employer match about $93,650 at 4% or $62,433 at 6%.
MARSHALL W. MORGAN, DDS, MSD, INC. CASH BALANCE PLAN-4$408,180$204,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
2014212$2,305,843$326,154$27,180iApproximate average salary by contribution assumption: employee only about $679,488 at 4% or $452,992 at 6%; with 50% employer match about $452,992 at 4% or $301,994 at 6%; with 100% employer match about $339,744 at 4% or $226,496 at 6%.
Marshall W Morgan Dds Msd Inc Profit Sharing Plan-12$2,101,843$122,154$10,180iApproximate average salary by contribution assumption: employee only about $254,488 at 4% or $169,658 at 6%; with 50% employer match about $169,658 at 4% or $113,106 at 6%; with 100% employer match about $127,244 at 4% or $84,829 at 6%.
MARSHALL W. MORGAN, DDS, MSD, INC. CASH BALANCE PLAN-4$204,000$204,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
2013110$1,908,511$92,091$9,209iApproximate average salary by contribution assumption: employee only about $230,228 at 4% or $153,485 at 6%; with 50% employer match about $153,485 at 4% or $102,323 at 6%; with 100% employer match about $115,114 at 4% or $76,743 at 6%.
Marshall W Morgan Dds Msd Inc Profit Sharing Plan-10$1,908,511$92,091$9,209iApproximate average salary by contribution assumption: employee only about $230,228 at 4% or $153,485 at 6%; with 50% employer match about $153,485 at 4% or $102,323 at 6%; with 100% employer match about $115,114 at 4% or $76,743 at 6%.
2012110$1,672,598$41,698$4,170iApproximate average salary by contribution assumption: employee only about $104,245 at 4% or $69,497 at 6%; with 50% employer match about $69,497 at 4% or $46,331 at 6%; with 100% employer match about $52,123 at 4% or $34,748 at 6%.
Marshall W Morgan Dds Msd Inc Profit Sharing Plan-10$1,672,598$41,698$4,170iApproximate average salary by contribution assumption: employee only about $104,245 at 4% or $69,497 at 6%; with 50% employer match about $69,497 at 4% or $46,331 at 6%; with 100% employer match about $52,123 at 4% or $34,748 at 6%.
201119$1,555,443$101,458$11,273iApproximate average salary by contribution assumption: employee only about $281,828 at 4% or $187,885 at 6%; with 50% employer match about $187,885 at 4% or $125,257 at 6%; with 100% employer match about $140,914 at 4% or $93,943 at 6%.
Marshall W Morgan Dds Msd Inc Profit Sharing Plan-9$1,555,443$101,458$11,273iApproximate average salary by contribution assumption: employee only about $281,828 at 4% or $187,885 at 6%; with 50% employer match about $187,885 at 4% or $125,257 at 6%; with 100% employer match about $140,914 at 4% or $93,943 at 6%.
201018$1,444,093$22,000$2,750iApproximate average salary by contribution assumption: employee only about $68,750 at 4% or $45,833 at 6%; with 50% employer match about $45,833 at 4% or $30,556 at 6%; with 100% employer match about $34,375 at 4% or $22,917 at 6%.
Marshall W Morgan Dds Msd Inc Profit Sharing Plan-8$1,444,093$22,000$2,750iApproximate average salary by contribution assumption: employee only about $68,750 at 4% or $45,833 at 6%; with 50% employer match about $45,833 at 4% or $30,556 at 6%; with 100% employer match about $34,375 at 4% or $22,917 at 6%.
200915$1,336,769$0-
Marshall W Morgan Dds Msd Inc Profit Sharing Plan-5$1,336,769--
200815$1,270,595$0-
Marshall W Morgan Dds Msd Inc Profit Sharing Plan-5$1,270,595--
200715$0$0-
Marshall W Morgan Dds Msd Inc Profit Sharing Plan-5---
200615$1,419,554$59,397$11,879iApproximate average salary by contribution assumption: employee only about $296,985 at 4% or $197,990 at 6%; with 50% employer match about $197,990 at 4% or $131,993 at 6%; with 100% employer match about $148,493 at 4% or $98,995 at 6%.
Marshall W Morgan Dds Msd Inc Profit Sharing Plan-5$1,419,554$59,397$11,879iApproximate average salary by contribution assumption: employee only about $296,985 at 4% or $197,990 at 6%; with 50% employer match about $197,990 at 4% or $131,993 at 6%; with 100% employer match about $148,493 at 4% or $98,995 at 6%.
200517$1,258,605$56,400$8,057iApproximate average salary by contribution assumption: employee only about $201,429 at 4% or $134,286 at 6%; with 50% employer match about $134,286 at 4% or $89,524 at 6%; with 100% employer match about $100,714 at 4% or $67,143 at 6%.
Marshall W Morgan Dds Msd Inc Profit Sharing Plan-7$1,258,605$56,400$8,057iApproximate average salary by contribution assumption: employee only about $201,429 at 4% or $134,286 at 6%; with 50% employer match about $134,286 at 4% or $89,524 at 6%; with 100% employer match about $100,714 at 4% or $67,143 at 6%.
200417$1,125,433$52,483$7,498iApproximate average salary by contribution assumption: employee only about $187,439 at 4% or $124,960 at 6%; with 50% employer match about $124,960 at 4% or $83,306 at 6%; with 100% employer match about $93,720 at 4% or $62,480 at 6%.
Marshall W Morgan Dds Msd Inc Profit Sharing Plan-7$1,125,433$52,483$7,498iApproximate average salary by contribution assumption: employee only about $187,439 at 4% or $124,960 at 6%; with 50% employer match about $124,960 at 4% or $83,306 at 6%; with 100% employer match about $93,720 at 4% or $62,480 at 6%.
200317$996,550$53,789$7,684iApproximate average salary by contribution assumption: employee only about $192,104 at 4% or $128,069 at 6%; with 50% employer match about $128,069 at 4% or $85,379 at 6%; with 100% employer match about $96,052 at 4% or $64,035 at 6%.
Marshall W Morgan Dds Msd Inc Profit Sharing Plan-7$996,550$53,789$7,684iApproximate average salary by contribution assumption: employee only about $192,104 at 4% or $128,069 at 6%; with 50% employer match about $128,069 at 4% or $85,379 at 6%; with 100% employer match about $96,052 at 4% or $64,035 at 6%.
200217$0$0-
Marshall W Morgan Dds Msd Inc Profit Sharing Plan-7---
200117$0$0-
Marshall W Morgan Dds Msd Inc Profit Sharing Plan-7---
200017$0$0-
Marshall W Morgan Dds Msd Inc Profit Sharing Plan-7---
199916$916,826$41,887$6,981iApproximate average salary by contribution assumption: employee only about $174,529 at 4% or $116,353 at 6%; with 50% employer match about $116,353 at 4% or $77,569 at 6%; with 100% employer match about $87,265 at 4% or $58,176 at 6%.
Marshall W Morgan Dds Msd Inc Profit Sharing Plan-6$916,826$41,887$6,981iApproximate average salary by contribution assumption: employee only about $174,529 at 4% or $116,353 at 6%; with 50% employer match about $116,353 at 4% or $77,569 at 6%; with 100% employer match about $87,265 at 4% or $58,176 at 6%.