Civic Intelligence

Mickey D. Morgan, MD, Pa

Plan context: Mickey D. Morgan, MD, Pa 401(K) Profit Sharing Plan

EIN 75-2392685 • Aubrey, TX • 22 filings • 2 plans

P.O. Box 260Aubrey, TX 75227
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$512,156

2023 Contributions

$3,600

Historical Graphs

Total Assets Over Time

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

$2,244,425$1,122,213$0200920162022YearValue
$512,156Latest year 2022

Participants Over Time

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

630200920162022YearValue
4Latest year 2022

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
202320$0$0-
Mickey D. Morgan, MD, Pa 401(K) Profit Sharing Plan-0$0$0-
MICKEY D. MORGAN, MD, PA CASH BALANCE PLAN-0$0$0-
202224$512,156$0-
Mickey D. Morgan, MD, Pa 401(K) Profit Sharing Plan-4$500,085$0-
MICKEY D. MORGAN, MD, PA CASH BALANCE PLAN-0$12,071$0-
202125$2,244,425$3,600$720iApproximate average salary by contribution assumption: employee only about $18,000 at 4% or $12,000 at 6%; with 50% employer match about $12,000 at 4% or $8,000 at 6%; with 100% employer match about $9,000 at 4% or $6,000 at 6%.
MICKEY D. MORGAN, MD, PA CASH BALANCE PLAN-5$1,690,928$0-
Mickey D. Morgan, MD, Pa 401(K) Profit Sharing Plan-4$553,497$3,600$900iApproximate average salary by contribution assumption: employee only about $22,500 at 4% or $15,000 at 6%; with 50% employer match about $15,000 at 4% or $10,000 at 6%; with 100% employer match about $11,250 at 4% or $7,500 at 6%.
202025$1,832,464$30,170$6,034iApproximate average salary by contribution assumption: employee only about $150,850 at 4% or $100,567 at 6%; with 50% employer match about $100,567 at 4% or $67,044 at 6%; with 100% employer match about $75,425 at 4% or $50,283 at 6%.
MICKEY D. MORGAN, MD, PA CASH BALANCE PLAN-4$1,383,524$20,700$5,175iApproximate average salary by contribution assumption: employee only about $129,375 at 4% or $86,250 at 6%; with 50% employer match about $86,250 at 4% or $57,500 at 6%; with 100% employer match about $64,688 at 4% or $43,125 at 6%.
Mickey D. Morgan, MD, Pa 401(K) Profit Sharing Plan-5$448,940$9,470$1,894iApproximate average salary by contribution assumption: employee only about $47,350 at 4% or $31,567 at 6%; with 50% employer match about $31,567 at 4% or $21,044 at 6%; with 100% employer match about $23,675 at 4% or $15,783 at 6%.
201925$1,684,210$322,582$64,516iApproximate average salary by contribution assumption: employee only about $1,612,910 at 4% or $1,075,273 at 6%; with 50% employer match about $1,075,273 at 4% or $716,849 at 6%; with 100% employer match about $806,455 at 4% or $537,637 at 6%.
MICKEY D. MORGAN, MD, PA CASH BALANCE PLAN-5$1,276,382$299,927$59,985iApproximate average salary by contribution assumption: employee only about $1,499,635 at 4% or $999,757 at 6%; with 50% employer match about $999,757 at 4% or $666,504 at 6%; with 100% employer match about $749,818 at 4% or $499,878 at 6%.
Mickey D. Morgan, MD, Pa 401(K) Profit Sharing Plan-5$407,828$22,655$4,531iApproximate average salary by contribution assumption: employee only about $113,275 at 4% or $75,517 at 6%; with 50% employer match about $75,517 at 4% or $50,344 at 6%; with 100% employer match about $56,638 at 4% or $37,758 at 6%.
201826$1,158,248$314,891$52,482iApproximate average salary by contribution assumption: employee only about $1,312,046 at 4% or $874,697 at 6%; with 50% employer match about $874,697 at 4% or $583,131 at 6%; with 100% employer match about $656,023 at 4% or $437,349 at 6%.
MICKEY D. MORGAN, MD, PA CASH BALANCE PLAN-6$839,277$298,030$49,672iApproximate average salary by contribution assumption: employee only about $1,241,792 at 4% or $827,861 at 6%; with 50% employer match about $827,861 at 4% or $551,907 at 6%; with 100% employer match about $620,896 at 4% or $413,931 at 6%.
Mickey D. Morgan, MD, Pa 401(K) Profit Sharing Plan-6$318,971$16,861$2,810iApproximate average salary by contribution assumption: employee only about $70,254 at 4% or $46,836 at 6%; with 50% employer match about $46,836 at 4% or $31,224 at 6%; with 100% employer match about $35,127 at 4% or $23,418 at 6%.
201715$344,121$74,778$14,956iApproximate average salary by contribution assumption: employee only about $373,890 at 4% or $249,260 at 6%; with 50% employer match about $249,260 at 4% or $166,173 at 6%; with 100% employer match about $186,945 at 4% or $124,630 at 6%.
Mickey D. Morgan, MD, Pa 401(K) Profit Sharing Plan-5$344,121$74,778$14,956iApproximate average salary by contribution assumption: employee only about $373,890 at 4% or $249,260 at 6%; with 50% employer match about $249,260 at 4% or $166,173 at 6%; with 100% employer match about $186,945 at 4% or $124,630 at 6%.
201624$557,243$341,079$85,270iApproximate average salary by contribution assumption: employee only about $2,131,744 at 4% or $1,421,163 at 6%; with 50% employer match about $1,421,163 at 4% or $947,442 at 6%; with 100% employer match about $1,065,872 at 4% or $710,581 at 6%.
MICKEY D. MORGAN, MD, PA CASH BALANCE PLAN-4$316,200$316,200$79,050iApproximate average salary by contribution assumption: employee only about $1,976,250 at 4% or $1,317,500 at 6%; with 50% employer match about $1,317,500 at 4% or $878,333 at 6%; with 100% employer match about $988,125 at 4% or $658,750 at 6%.
Mickey D. Morgan, MD, Pa 401(K) Profit Sharing Plan-4$241,043$24,879$6,220iApproximate average salary by contribution assumption: employee only about $155,494 at 4% or $103,663 at 6%; with 50% employer match about $103,663 at 4% or $69,108 at 6%; with 100% employer match about $77,747 at 4% or $51,831 at 6%.
201513$208,908$6,210$2,070iApproximate average salary by contribution assumption: employee only about $51,750 at 4% or $34,500 at 6%; with 50% employer match about $34,500 at 4% or $23,000 at 6%; with 100% employer match about $25,875 at 4% or $17,250 at 6%.
Mickey D. Morgan, MD, Pa 401(K) Profit Sharing Plan-3$208,908$6,210$2,070iApproximate average salary by contribution assumption: employee only about $51,750 at 4% or $34,500 at 6%; with 50% employer match about $34,500 at 4% or $23,000 at 6%; with 100% employer match about $25,875 at 4% or $17,250 at 6%.
201415$231,711$8,490$1,698iApproximate average salary by contribution assumption: employee only about $42,450 at 4% or $28,300 at 6%; with 50% employer match about $28,300 at 4% or $18,867 at 6%; with 100% employer match about $21,225 at 4% or $14,150 at 6%.
Mickey D. Morgan, MD, Pa 401(K) Profit Sharing Plan-5$231,711$8,490$1,698iApproximate average salary by contribution assumption: employee only about $42,450 at 4% or $28,300 at 6%; with 50% employer match about $28,300 at 4% or $18,867 at 6%; with 100% employer match about $21,225 at 4% or $14,150 at 6%.
201315$209,180$54,269$10,854iApproximate average salary by contribution assumption: employee only about $271,345 at 4% or $180,897 at 6%; with 50% employer match about $180,897 at 4% or $120,598 at 6%; with 100% employer match about $135,673 at 4% or $90,448 at 6%.
Mickey D. Morgan, MD, Pa 401(K) Profit Sharing Plan-5$209,180$54,269$10,854iApproximate average salary by contribution assumption: employee only about $271,345 at 4% or $180,897 at 6%; with 50% employer match about $180,897 at 4% or $120,598 at 6%; with 100% employer match about $135,673 at 4% or $90,448 at 6%.
201215$135,273$41,368$8,274iApproximate average salary by contribution assumption: employee only about $206,840 at 4% or $137,893 at 6%; with 50% employer match about $137,893 at 4% or $91,929 at 6%; with 100% employer match about $103,420 at 4% or $68,947 at 6%.
Mickey D. Morgan, MD, Pa 401(K) Profit Sharing Plan-5$135,273$41,368$8,274iApproximate average salary by contribution assumption: employee only about $206,840 at 4% or $137,893 at 6%; with 50% employer match about $137,893 at 4% or $91,929 at 6%; with 100% employer match about $103,420 at 4% or $68,947 at 6%.
201116$88,391$42,153$7,026iApproximate average salary by contribution assumption: employee only about $175,638 at 4% or $117,092 at 6%; with 50% employer match about $117,092 at 4% or $78,061 at 6%; with 100% employer match about $87,819 at 4% or $58,546 at 6%.
Mickey D. Morgan, MD, Pa 401(K) Profit Sharing Plan-6$88,391$42,153$7,026iApproximate average salary by contribution assumption: employee only about $175,638 at 4% or $117,092 at 6%; with 50% employer match about $117,092 at 4% or $78,061 at 6%; with 100% employer match about $87,819 at 4% or $58,546 at 6%.
201016$49,042$0-
Mickey D. Morgan, MD, Pa 401(K) Profit Sharing Plan-6$49,042$0-
200916$51,000$51,000$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
Mickey D. Morgan, MD, Pa 401(K) Profit Sharing Plan-6$51,000$51,000$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.