Civic Intelligence

Huselton & Morgan PC

Plan context: Huselton & Morgan PC Retirement Plan & Trust

EIN 75-2409112 • Dallas, TX • 26 filings • 4 plans

5005 Lbj FreewaySuite 1200Dallas, TX 75244
Current Snapshot

Latest Year

2024

2024 Participants

120

2024 Assets

$18,267,384

2024 Contributions

$1,565,522

Historical Graphs

Total Assets Over Time

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

$18,267,384$9,133,692$0199920142024YearValue
$18,267,384Latest year 2024

Participants Over Time

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

120600199920122024YearValue
120Latest year 2024

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
20241120$18,267,384$1,565,522$13,046iApproximate average salary by contribution assumption: employee only about $326,150 at 4% or $217,434 at 6%; with 50% employer match about $217,434 at 4% or $144,956 at 6%; with 100% employer match about $163,075 at 4% or $108,717 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-120$18,267,384$1,565,522$13,046iApproximate average salary by contribution assumption: employee only about $326,150 at 4% or $217,434 at 6%; with 50% employer match about $217,434 at 4% or $144,956 at 6%; with 100% employer match about $163,075 at 4% or $108,717 at 6%.
20231114$18,214,288$1,415,300$12,415iApproximate average salary by contribution assumption: employee only about $310,373 at 4% or $206,915 at 6%; with 50% employer match about $206,915 at 4% or $137,943 at 6%; with 100% employer match about $155,186 at 4% or $103,458 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-114$18,214,288$1,415,300$12,415iApproximate average salary by contribution assumption: employee only about $310,373 at 4% or $206,915 at 6%; with 50% employer match about $206,915 at 4% or $137,943 at 6%; with 100% employer match about $155,186 at 4% or $103,458 at 6%.
20221105$14,864,190$1,424,220$13,564iApproximate average salary by contribution assumption: employee only about $339,100 at 4% or $226,067 at 6%; with 50% employer match about $226,067 at 4% or $150,711 at 6%; with 100% employer match about $169,550 at 4% or $113,033 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-105$14,864,190$1,424,220$13,564iApproximate average salary by contribution assumption: employee only about $339,100 at 4% or $226,067 at 6%; with 50% employer match about $226,067 at 4% or $150,711 at 6%; with 100% employer match about $169,550 at 4% or $113,033 at 6%.
20211101$16,609,554$2,313,270$22,904iApproximate average salary by contribution assumption: employee only about $572,592 at 4% or $381,728 at 6%; with 50% employer match about $381,728 at 4% or $254,485 at 6%; with 100% employer match about $286,296 at 4% or $190,864 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-101$16,609,554$2,313,270$22,904iApproximate average salary by contribution assumption: employee only about $572,592 at 4% or $381,728 at 6%; with 50% employer match about $381,728 at 4% or $254,485 at 6%; with 100% employer match about $286,296 at 4% or $190,864 at 6%.
2020193$12,623,521$1,314,613$14,136iApproximate average salary by contribution assumption: employee only about $353,391 at 4% or $235,594 at 6%; with 50% employer match about $235,594 at 4% or $157,062 at 6%; with 100% employer match about $176,695 at 4% or $117,797 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-93$12,623,521$1,314,613$14,136iApproximate average salary by contribution assumption: employee only about $353,391 at 4% or $235,594 at 6%; with 50% employer match about $235,594 at 4% or $157,062 at 6%; with 100% employer match about $176,695 at 4% or $117,797 at 6%.
2019182$11,496,160$910,201$11,100iApproximate average salary by contribution assumption: employee only about $277,500 at 4% or $185,000 at 6%; with 50% employer match about $185,000 at 4% or $123,333 at 6%; with 100% employer match about $138,750 at 4% or $92,500 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-82$11,496,160$910,201$11,100iApproximate average salary by contribution assumption: employee only about $277,500 at 4% or $185,000 at 6%; with 50% employer match about $185,000 at 4% or $123,333 at 6%; with 100% employer match about $138,750 at 4% or $92,500 at 6%.
2018175$8,866,406$858,946$11,453iApproximate average salary by contribution assumption: employee only about $286,315 at 4% or $190,877 at 6%; with 50% employer match about $190,877 at 4% or $127,251 at 6%; with 100% employer match about $143,158 at 4% or $95,438 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-75$8,866,406$858,946$11,453iApproximate average salary by contribution assumption: employee only about $286,315 at 4% or $190,877 at 6%; with 50% employer match about $190,877 at 4% or $127,251 at 6%; with 100% employer match about $143,158 at 4% or $95,438 at 6%.
2017180$8,701,654$850,749$10,634iApproximate average salary by contribution assumption: employee only about $265,859 at 4% or $177,239 at 6%; with 50% employer match about $177,239 at 4% or $118,160 at 6%; with 100% employer match about $132,930 at 4% or $88,620 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-80$8,701,654$850,749$10,634iApproximate average salary by contribution assumption: employee only about $265,859 at 4% or $177,239 at 6%; with 50% employer match about $177,239 at 4% or $118,160 at 6%; with 100% employer match about $132,930 at 4% or $88,620 at 6%.
2016177$8,082,689$775,442$10,071iApproximate average salary by contribution assumption: employee only about $251,767 at 4% or $167,845 at 6%; with 50% employer match about $167,845 at 4% or $111,896 at 6%; with 100% employer match about $125,883 at 4% or $83,922 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-77$8,082,689$775,442$10,071iApproximate average salary by contribution assumption: employee only about $251,767 at 4% or $167,845 at 6%; with 50% employer match about $167,845 at 4% or $111,896 at 6%; with 100% employer match about $125,883 at 4% or $83,922 at 6%.
2015168$6,762,204$745,878$10,969iApproximate average salary by contribution assumption: employee only about $274,220 at 4% or $182,813 at 6%; with 50% employer match about $182,813 at 4% or $121,875 at 6%; with 100% employer match about $137,110 at 4% or $91,407 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-68$6,762,204$745,878$10,969iApproximate average salary by contribution assumption: employee only about $274,220 at 4% or $182,813 at 6%; with 50% employer match about $182,813 at 4% or $121,875 at 6%; with 100% employer match about $137,110 at 4% or $91,407 at 6%.
2014165$6,397,659$848,974$13,061iApproximate average salary by contribution assumption: employee only about $326,528 at 4% or $217,686 at 6%; with 50% employer match about $217,686 at 4% or $145,124 at 6%; with 100% employer match about $163,264 at 4% or $108,843 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-65$6,397,659$848,974$13,061iApproximate average salary by contribution assumption: employee only about $326,528 at 4% or $217,686 at 6%; with 50% employer match about $217,686 at 4% or $145,124 at 6%; with 100% employer match about $163,264 at 4% or $108,843 at 6%.
2013155$5,284,791$774,617$14,084iApproximate average salary by contribution assumption: employee only about $352,099 at 4% or $234,732 at 6%; with 50% employer match about $234,732 at 4% or $156,488 at 6%; with 100% employer match about $176,049 at 4% or $117,366 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-55$5,284,791$774,617$14,084iApproximate average salary by contribution assumption: employee only about $352,099 at 4% or $234,732 at 6%; with 50% employer match about $234,732 at 4% or $156,488 at 6%; with 100% employer match about $176,049 at 4% or $117,366 at 6%.
2012147$3,939,717$238,173$5,068iApproximate average salary by contribution assumption: employee only about $126,688 at 4% or $84,459 at 6%; with 50% employer match about $84,459 at 4% or $56,306 at 6%; with 100% employer match about $63,344 at 4% or $42,229 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-47$3,939,717$238,173$5,068iApproximate average salary by contribution assumption: employee only about $126,688 at 4% or $84,459 at 6%; with 50% employer match about $84,459 at 4% or $56,306 at 6%; with 100% employer match about $63,344 at 4% or $42,229 at 6%.
2011144$4,845,647$374,065$8,501iApproximate average salary by contribution assumption: employee only about $212,537 at 4% or $141,691 at 6%; with 50% employer match about $141,691 at 4% or $94,461 at 6%; with 100% employer match about $106,268 at 4% or $70,846 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-44$4,845,647$374,065$8,501iApproximate average salary by contribution assumption: employee only about $212,537 at 4% or $141,691 at 6%; with 50% employer match about $141,691 at 4% or $94,461 at 6%; with 100% employer match about $106,268 at 4% or $70,846 at 6%.
2010154$6,089,465$442,441$8,193iApproximate average salary by contribution assumption: employee only about $204,834 at 4% or $136,556 at 6%; with 50% employer match about $136,556 at 4% or $91,037 at 6%; with 100% employer match about $102,417 at 4% or $68,278 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-54$6,089,465$442,441$8,193iApproximate average salary by contribution assumption: employee only about $204,834 at 4% or $136,556 at 6%; with 50% employer match about $136,556 at 4% or $91,037 at 6%; with 100% employer match about $102,417 at 4% or $68,278 at 6%.
2009150$5,396,397$449,294$8,986iApproximate average salary by contribution assumption: employee only about $224,647 at 4% or $149,765 at 6%; with 50% employer match about $149,765 at 4% or $99,843 at 6%; with 100% employer match about $112,323 at 4% or $74,882 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-50$5,396,397$449,294$8,986iApproximate average salary by contribution assumption: employee only about $224,647 at 4% or $149,765 at 6%; with 50% employer match about $149,765 at 4% or $99,843 at 6%; with 100% employer match about $112,323 at 4% or $74,882 at 6%.
2008151$0$0-
Huselton & Morgan PC Retirement Plan & Trust-51---
2007145$0$0-
Huselton & Morgan PC Retirement Plan & Trust-45---
2006136$4,689,190$358,231$9,951iApproximate average salary by contribution assumption: employee only about $248,772 at 4% or $165,848 at 6%; with 50% employer match about $165,848 at 4% or $110,565 at 6%; with 100% employer match about $124,386 at 4% or $82,924 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-36$4,689,190$358,231$9,951iApproximate average salary by contribution assumption: employee only about $248,772 at 4% or $165,848 at 6%; with 50% employer match about $165,848 at 4% or $110,565 at 6%; with 100% employer match about $124,386 at 4% or $82,924 at 6%.
2005125$3,900,911$237,042$9,482iApproximate average salary by contribution assumption: employee only about $237,042 at 4% or $158,028 at 6%; with 50% employer match about $158,028 at 4% or $105,352 at 6%; with 100% employer match about $118,521 at 4% or $79,014 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-25$3,900,911$237,042$9,482iApproximate average salary by contribution assumption: employee only about $237,042 at 4% or $158,028 at 6%; with 50% employer match about $158,028 at 4% or $105,352 at 6%; with 100% employer match about $118,521 at 4% or $79,014 at 6%.
2004124$3,474,738$211,824$8,826iApproximate average salary by contribution assumption: employee only about $220,650 at 4% or $147,100 at 6%; with 50% employer match about $147,100 at 4% or $98,067 at 6%; with 100% employer match about $110,325 at 4% or $73,550 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-24$3,474,738$211,824$8,826iApproximate average salary by contribution assumption: employee only about $220,650 at 4% or $147,100 at 6%; with 50% employer match about $147,100 at 4% or $98,067 at 6%; with 100% employer match about $110,325 at 4% or $73,550 at 6%.
2003121$2,987,455$165,857$7,898iApproximate average salary by contribution assumption: employee only about $197,449 at 4% or $131,633 at 6%; with 50% employer match about $131,633 at 4% or $87,755 at 6%; with 100% employer match about $98,724 at 4% or $65,816 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-21$2,987,455$165,857$7,898iApproximate average salary by contribution assumption: employee only about $197,449 at 4% or $131,633 at 6%; with 50% employer match about $131,633 at 4% or $87,755 at 6%; with 100% employer match about $98,724 at 4% or $65,816 at 6%.
2002121$0$0-
Huselton & Morgan PC Retirement Plan & Trust-21---
2001122$0$0-
Huselton & Morgan PC Retirement Plan & Trust-22---
2000119$0$0-
Huselton & Morgan PC Retirement Plan & Trust-19---
1999118$2,498,623$121,123$6,729iApproximate average salary by contribution assumption: employee only about $168,226 at 4% or $112,151 at 6%; with 50% employer match about $112,151 at 4% or $74,767 at 6%; with 100% employer match about $84,113 at 4% or $56,075 at 6%.
Huselton & Morgan PC Retirement Plan & Trust-18$2,498,623$121,123$6,729iApproximate average salary by contribution assumption: employee only about $168,226 at 4% or $112,151 at 6%; with 50% employer match about $112,151 at 4% or $74,767 at 6%; with 100% employer match about $84,113 at 4% or $56,075 at 6%.
Huselton & Morgan PC | EIN 75-2409112 | 2024 Form 5500 Company Profile