Civic Intelligence

Laura Morgan Orthodontics PLLC

Plan context: Dr. Laura Morgan 401(K) Profit Sharing Plan

EIN 75-2772802 • Waxahachie, TX • 13 filings • 2 plans

104 Professional PlaceWaxahachie, TX 75165
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$1,388,778

2024 Contributions

$115,149

Historical Graphs

Total Assets Over Time

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

$1,388,778$694,389$0201220182024YearValue
$1,388,778Latest year 2024

Participants Over Time

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

22110201220182024YearValue
19Latest 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
2024119$1,388,778$115,149$6,060iApproximate average salary by contribution assumption: employee only about $151,512 at 4% or $101,008 at 6%; with 50% employer match about $101,008 at 4% or $67,339 at 6%; with 100% employer match about $75,756 at 4% or $50,504 at 6%.
Dr. Laura Morgan 401(K) Profit Sharing Plan-19$1,388,778$115,149$6,060iApproximate average salary by contribution assumption: employee only about $151,512 at 4% or $101,008 at 6%; with 50% employer match about $101,008 at 4% or $67,339 at 6%; with 100% employer match about $75,756 at 4% or $50,504 at 6%.
2023116$1,090,830$85,920$5,370iApproximate average salary by contribution assumption: employee only about $134,250 at 4% or $89,500 at 6%; with 50% employer match about $89,500 at 4% or $59,667 at 6%; with 100% employer match about $67,125 at 4% or $44,750 at 6%.
Dr. Laura Morgan 401(K) Profit Sharing Plan-16$1,090,830$85,920$5,370iApproximate average salary by contribution assumption: employee only about $134,250 at 4% or $89,500 at 6%; with 50% employer match about $89,500 at 4% or $59,667 at 6%; with 100% employer match about $67,125 at 4% or $44,750 at 6%.
2022121$915,558$82,415$3,925iApproximate average salary by contribution assumption: employee only about $98,113 at 4% or $65,409 at 6%; with 50% employer match about $65,409 at 4% or $43,606 at 6%; with 100% employer match about $49,057 at 4% or $32,704 at 6%.
Dr. Laura Morgan 401(K) Profit Sharing Plan-21$915,558$82,415$3,925iApproximate average salary by contribution assumption: employee only about $98,113 at 4% or $65,409 at 6%; with 50% employer match about $65,409 at 4% or $43,606 at 6%; with 100% employer match about $49,057 at 4% or $32,704 at 6%.
2021117$1,059,013$68,160$4,009iApproximate average salary by contribution assumption: employee only about $100,235 at 4% or $66,824 at 6%; with 50% employer match about $66,824 at 4% or $44,549 at 6%; with 100% employer match about $50,118 at 4% or $33,412 at 6%.
Dr. Laura Morgan 401(K) Profit Sharing Plan-17$1,059,013$68,160$4,009iApproximate average salary by contribution assumption: employee only about $100,235 at 4% or $66,824 at 6%; with 50% employer match about $66,824 at 4% or $44,549 at 6%; with 100% employer match about $50,118 at 4% or $33,412 at 6%.
2020122$882,017$94,084$4,277iApproximate average salary by contribution assumption: employee only about $106,914 at 4% or $71,276 at 6%; with 50% employer match about $71,276 at 4% or $47,517 at 6%; with 100% employer match about $53,457 at 4% or $35,638 at 6%.
Dr. Laura Morgan 401(K) Profit Sharing Plan-22$882,017$94,084$4,277iApproximate average salary by contribution assumption: employee only about $106,914 at 4% or $71,276 at 6%; with 50% employer match about $71,276 at 4% or $47,517 at 6%; with 100% employer match about $53,457 at 4% or $35,638 at 6%.
2019119$664,749$79,211$4,169iApproximate average salary by contribution assumption: employee only about $104,225 at 4% or $69,483 at 6%; with 50% employer match about $69,483 at 4% or $46,322 at 6%; with 100% employer match about $52,113 at 4% or $34,742 at 6%.
Dr. Laura Morgan 401(K) Profit Sharing Plan-19$664,749$79,211$4,169iApproximate average salary by contribution assumption: employee only about $104,225 at 4% or $69,483 at 6%; with 50% employer match about $69,483 at 4% or $46,322 at 6%; with 100% employer match about $52,113 at 4% or $34,742 at 6%.
2018113$486,610$78,414$6,032iApproximate average salary by contribution assumption: employee only about $150,796 at 4% or $100,531 at 6%; with 50% employer match about $100,531 at 4% or $67,021 at 6%; with 100% employer match about $75,398 at 4% or $50,265 at 6%.
Dr. Laura Morgan 401(K) Profit Sharing Plan-13$486,610$78,414$6,032iApproximate average salary by contribution assumption: employee only about $150,796 at 4% or $100,531 at 6%; with 50% employer match about $100,531 at 4% or $67,021 at 6%; with 100% employer match about $75,398 at 4% or $50,265 at 6%.
2017112$463,435$68,431$5,703iApproximate average salary by contribution assumption: employee only about $142,565 at 4% or $95,043 at 6%; with 50% employer match about $95,043 at 4% or $63,362 at 6%; with 100% employer match about $71,282 at 4% or $47,522 at 6%.
Dr. Laura Morgan 401(K) Profit Sharing Plan-12$463,435$68,431$5,703iApproximate average salary by contribution assumption: employee only about $142,565 at 4% or $95,043 at 6%; with 50% employer match about $95,043 at 4% or $63,362 at 6%; with 100% employer match about $71,282 at 4% or $47,522 at 6%.
2016111$334,919$64,816$5,892iApproximate average salary by contribution assumption: employee only about $147,309 at 4% or $98,206 at 6%; with 50% employer match about $98,206 at 4% or $65,471 at 6%; with 100% employer match about $73,655 at 4% or $49,103 at 6%.
Dr. Laura Morgan 401(K) Profit Sharing Plan-11$334,919$64,816$5,892iApproximate average salary by contribution assumption: employee only about $147,309 at 4% or $98,206 at 6%; with 50% employer match about $98,206 at 4% or $65,471 at 6%; with 100% employer match about $73,655 at 4% or $49,103 at 6%.
201518$262,361$65,947$8,243iApproximate average salary by contribution assumption: employee only about $206,084 at 4% or $137,390 at 6%; with 50% employer match about $137,390 at 4% or $91,593 at 6%; with 100% employer match about $103,042 at 4% or $68,695 at 6%.
Dr. Laura Morgan 401(K) Profit Sharing Plan-8$262,361$65,947$8,243iApproximate average salary by contribution assumption: employee only about $206,084 at 4% or $137,390 at 6%; with 50% employer match about $137,390 at 4% or $91,593 at 6%; with 100% employer match about $103,042 at 4% or $68,695 at 6%.
201417$202,479$65,852$9,407iApproximate average salary by contribution assumption: employee only about $235,186 at 4% or $156,790 at 6%; with 50% employer match about $156,790 at 4% or $104,527 at 6%; with 100% employer match about $117,593 at 4% or $78,395 at 6%.
Dr. Laura Morgan 401(K) Profit Sharing Plan-7$202,479$65,852$9,407iApproximate average salary by contribution assumption: employee only about $235,186 at 4% or $156,790 at 6%; with 50% employer match about $156,790 at 4% or $104,527 at 6%; with 100% employer match about $117,593 at 4% or $78,395 at 6%.
201317$129,194$61,498$8,785iApproximate average salary by contribution assumption: employee only about $219,636 at 4% or $146,424 at 6%; with 50% employer match about $146,424 at 4% or $97,616 at 6%; with 100% employer match about $109,818 at 4% or $73,212 at 6%.
Dr. Laura Morgan 401(K) Profit Sharing Plan-7$129,194$61,498$8,785iApproximate average salary by contribution assumption: employee only about $219,636 at 4% or $146,424 at 6%; with 50% employer match about $146,424 at 4% or $97,616 at 6%; with 100% employer match about $109,818 at 4% or $73,212 at 6%.
201216$55,003$54,659$9,110iApproximate average salary by contribution assumption: employee only about $227,746 at 4% or $151,831 at 6%; with 50% employer match about $151,831 at 4% or $101,220 at 6%; with 100% employer match about $113,873 at 4% or $75,915 at 6%.
Dr. Laura Morgan 401(K) Profit Sharing Plan-6$55,003$54,659$9,110iApproximate average salary by contribution assumption: employee only about $227,746 at 4% or $151,831 at 6%; with 50% employer match about $151,831 at 4% or $101,220 at 6%; with 100% employer match about $113,873 at 4% or $75,915 at 6%.