Thane Morgan, MD, Pa
Plan context: Thane Morgan, MD, Pa 401(K) Plan
EIN 75-2964271 • Amarillo, TX • 27 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$5,342,758
2024 Contributions
$268,144
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 12 | $5,342,758 | $268,144 | $22,345iApproximate average salary by contribution assumption: employee only about $558,633 at 4% or $372,422 at 6%; with 50% employer match about $372,422 at 4% or $248,281 at 6%; with 100% employer match about $279,317 at 4% or $186,211 at 6%. |
| Thane Morgan, MD, Pa 401(K) Plan | - | 12 | $3,331,214 | $124,144 | $10,345iApproximate average salary by contribution assumption: employee only about $258,633 at 4% or $172,422 at 6%; with 50% employer match about $172,422 at 4% or $114,948 at 6%; with 100% employer match about $129,317 at 4% or $86,211 at 6%. |
| Thane Morgan, MD, Pa Cash Balance Plan | - | 10 | $2,011,544 | $144,000 | $14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%. |
| 2023 | 2 | 12 | $4,571,868 | $259,933 | $21,661iApproximate average salary by contribution assumption: employee only about $541,527 at 4% or $361,018 at 6%; with 50% employer match about $361,018 at 4% or $240,679 at 6%; with 100% employer match about $270,764 at 4% or $180,509 at 6%. |
| Thane Morgan, MD, Pa 401(K) Plan | - | 12 | $2,826,290 | $115,933 | $9,661iApproximate average salary by contribution assumption: employee only about $241,527 at 4% or $161,018 at 6%; with 50% employer match about $161,018 at 4% or $107,345 at 6%; with 100% employer match about $120,764 at 4% or $80,509 at 6%. |
| Thane Morgan, MD, Pa Cash Balance Plan | - | 10 | $1,745,578 | $144,000 | $14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%. |
| 2022 | 2 | 13 | $3,696,159 | $112,474 | $8,652iApproximate average salary by contribution assumption: employee only about $216,296 at 4% or $144,197 at 6%; with 50% employer match about $144,197 at 4% or $96,132 at 6%; with 100% employer match about $108,148 at 4% or $72,099 at 6%. |
| Thane Morgan, MD, Pa 401(K) Plan | - | 13 | $2,250,410 | $112,474 | $8,652iApproximate average salary by contribution assumption: employee only about $216,296 at 4% or $144,197 at 6%; with 50% employer match about $144,197 at 4% or $96,132 at 6%; with 100% employer match about $108,148 at 4% or $72,099 at 6%. |
| Thane Morgan, MD, Pa Cash Balance Plan | - | 10 | $1,445,749 | $0 | - |
| 2021 | 2 | 12 | $4,149,594 | $364,017 | $30,335iApproximate average salary by contribution assumption: employee only about $758,369 at 4% or $505,579 at 6%; with 50% employer match about $505,579 at 4% or $337,053 at 6%; with 100% employer match about $379,184 at 4% or $252,790 at 6%. |
| Thane Morgan, MD, Pa 401(K) Plan | - | 12 | $2,598,604 | $220,017 | $18,335iApproximate average salary by contribution assumption: employee only about $458,369 at 4% or $305,579 at 6%; with 50% employer match about $305,579 at 4% or $203,719 at 6%; with 100% employer match about $229,184 at 4% or $152,790 at 6%. |
| Thane Morgan, MD, Pa Cash Balance Plan | - | 9 | $1,550,990 | $144,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2020 | 2 | 15 | $3,308,048 | $149,334 | $9,956iApproximate average salary by contribution assumption: employee only about $248,890 at 4% or $165,927 at 6%; with 50% employer match about $165,927 at 4% or $110,618 at 6%; with 100% employer match about $124,445 at 4% or $82,963 at 6%. |
| Thane Morgan, MD, Pa 401(K) Plan | - | 15 | $2,102,038 | $101,334 | $6,756iApproximate average salary by contribution assumption: employee only about $168,890 at 4% or $112,593 at 6%; with 50% employer match about $112,593 at 4% or $75,062 at 6%; with 100% employer match about $84,445 at 4% or $56,297 at 6%. |
| Thane Morgan, MD, Pa Cash Balance Plan | - | 10 | $1,206,010 | $48,000 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| 2019 | 2 | 17 | $2,837,239 | $249,042 | $14,650iApproximate average salary by contribution assumption: employee only about $366,238 at 4% or $244,159 at 6%; with 50% employer match about $244,159 at 4% or $162,773 at 6%; with 100% employer match about $183,119 at 4% or $122,079 at 6%. |
| Thane Morgan, MD, Pa 401(K) Plan | - | 13 | $1,729,992 | $105,042 | $8,080iApproximate average salary by contribution assumption: employee only about $202,004 at 4% or $134,669 at 6%; with 50% employer match about $134,669 at 4% or $89,779 at 6%; with 100% employer match about $101,002 at 4% or $67,335 at 6%. |
| Thane Morgan, MD, Pa Cash Balance Plan | - | 17 | $1,107,247 | $144,000 | $8,471iApproximate average salary by contribution assumption: employee only about $211,765 at 4% or $141,176 at 6%; with 50% employer match about $141,176 at 4% or $94,118 at 6%; with 100% employer match about $105,882 at 4% or $70,588 at 6%. |
| 2018 | 2 | 12 | $2,294,679 | $245,595 | $20,466iApproximate average salary by contribution assumption: employee only about $511,656 at 4% or $341,104 at 6%; with 50% employer match about $341,104 at 4% or $227,403 at 6%; with 100% employer match about $255,828 at 4% or $170,552 at 6%. |
| Thane Morgan, MD, Pa 401(K) Plan | - | 12 | $1,452,974 | $101,595 | $8,466iApproximate average salary by contribution assumption: employee only about $211,656 at 4% or $141,104 at 6%; with 50% employer match about $141,104 at 4% or $94,069 at 6%; with 100% employer match about $105,828 at 4% or $70,552 at 6%. |
| Thane Morgan, MD, Pa Cash Balance Plan | - | 12 | $841,705 | $144,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2017 | 2 | 12 | $2,243,038 | $215,267 | $17,939iApproximate average salary by contribution assumption: employee only about $448,473 at 4% or $298,982 at 6%; with 50% employer match about $298,982 at 4% or $199,321 at 6%; with 100% employer match about $224,236 at 4% or $149,491 at 6%. |
| Thane Morgan, MD, Pa 401(K) Plan | - | 12 | $1,496,068 | $71,267 | $5,939iApproximate average salary by contribution assumption: employee only about $148,473 at 4% or $98,982 at 6%; with 50% employer match about $98,982 at 4% or $65,988 at 6%; with 100% employer match about $74,236 at 4% or $49,491 at 6%. |
| Thane Morgan, MD, Pa Cash Balance Plan | - | 10 | $746,970 | $144,000 | $14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%. |
| 2016 | 2 | 13 | $1,931,518 | $242,989 | $18,691iApproximate average salary by contribution assumption: employee only about $467,287 at 4% or $311,524 at 6%; with 50% employer match about $311,524 at 4% or $207,683 at 6%; with 100% employer match about $233,643 at 4% or $155,762 at 6%. |
| Thane Morgan, MD, Pa 401(K) Plan | - | 13 | $1,389,539 | $98,989 | $7,615iApproximate average salary by contribution assumption: employee only about $190,363 at 4% or $126,909 at 6%; with 50% employer match about $126,909 at 4% or $84,606 at 6%; with 100% employer match about $95,182 at 4% or $63,454 at 6%. |
| Thane Morgan, MD, Pa Cash Balance Plan | - | 11 | $541,979 | $144,000 | $13,091iApproximate average salary by contribution assumption: employee only about $327,273 at 4% or $218,182 at 6%; with 50% employer match about $218,182 at 4% or $145,455 at 6%; with 100% employer match about $163,636 at 4% or $109,091 at 6%. |
| 2015 | 2 | 12 | $1,576,039 | $247,552 | $20,629iApproximate average salary by contribution assumption: employee only about $515,733 at 4% or $343,822 at 6%; with 50% employer match about $343,822 at 4% or $229,215 at 6%; with 100% employer match about $257,867 at 4% or $171,911 at 6%. |
| Thane Morgan, MD, Pa 401(K) Plan | - | 12 | $1,202,263 | $103,552 | $8,629iApproximate average salary by contribution assumption: employee only about $215,733 at 4% or $143,822 at 6%; with 50% employer match about $143,822 at 4% or $95,881 at 6%; with 100% employer match about $107,867 at 4% or $71,911 at 6%. |
| Thane Morgan, MD, Pa Cash Balance Plan | - | 11 | $373,776 | $144,000 | $13,091iApproximate average salary by contribution assumption: employee only about $327,273 at 4% or $218,182 at 6%; with 50% employer match about $218,182 at 4% or $145,455 at 6%; with 100% employer match about $163,636 at 4% or $109,091 at 6%. |
| 2014 | 2 | 12 | $1,372,886 | $249,842 | $20,820iApproximate average salary by contribution assumption: employee only about $520,504 at 4% or $347,003 at 6%; with 50% employer match about $347,003 at 4% or $231,335 at 6%; with 100% employer match about $260,252 at 4% or $173,501 at 6%. |
| Thane Morgan, MD, Pa 401(K) Plan | - | 0 | $1,130,528 | $153,320 | - |
| Thane Morgan, MD, Pa Cash Balance Plan | - | 12 | $242,358 | $96,522 | $8,044iApproximate average salary by contribution assumption: employee only about $201,088 at 4% or $134,058 at 6%; with 50% employer match about $134,058 at 4% or $89,372 at 6%; with 100% employer match about $100,544 at 4% or $67,029 at 6%. |
| 2013 | 2 | 14 | $1,190,412 | $241,076 | $17,220iApproximate average salary by contribution assumption: employee only about $430,493 at 4% or $286,995 at 6%; with 50% employer match about $286,995 at 4% or $191,330 at 6%; with 100% employer match about $215,246 at 4% or $143,498 at 6%. |
| Thane Morgan, MD, Pa 401(K) Plan | - | 14 | $1,047,872 | $99,404 | $7,100iApproximate average salary by contribution assumption: employee only about $177,507 at 4% or $118,338 at 6%; with 50% employer match about $118,338 at 4% or $78,892 at 6%; with 100% employer match about $88,754 at 4% or $59,169 at 6%. |
| Thane Morgan, MD, Pa Cash Balance Plan | - | 12 | $142,540 | $141,672 | $11,806iApproximate average salary by contribution assumption: employee only about $295,150 at 4% or $196,767 at 6%; with 50% employer match about $196,767 at 4% or $131,178 at 6%; with 100% employer match about $147,575 at 4% or $98,383 at 6%. |
| 2012 | 1 | 15 | $787,845 | $99,253 | $6,617iApproximate average salary by contribution assumption: employee only about $165,422 at 4% or $110,281 at 6%; with 50% employer match about $110,281 at 4% or $73,521 at 6%; with 100% employer match about $82,711 at 4% or $55,141 at 6%. |
| Thane Morgan, MD, Pa 401(K) Plan | - | 15 | $787,845 | $99,253 | $6,617iApproximate average salary by contribution assumption: employee only about $165,422 at 4% or $110,281 at 6%; with 50% employer match about $110,281 at 4% or $73,521 at 6%; with 100% employer match about $82,711 at 4% or $55,141 at 6%. |
| 2011 | 1 | 13 | $611,401 | $94,869 | $7,298iApproximate average salary by contribution assumption: employee only about $182,440 at 4% or $121,627 at 6%; with 50% employer match about $121,627 at 4% or $81,085 at 6%; with 100% employer match about $91,220 at 4% or $60,813 at 6%. |
| Thane Morgan, MD, Pa 401(K) Plan | - | 13 | $611,401 | $94,869 | $7,298iApproximate average salary by contribution assumption: employee only about $182,440 at 4% or $121,627 at 6%; with 50% employer match about $121,627 at 4% or $81,085 at 6%; with 100% employer match about $91,220 at 4% or $60,813 at 6%. |
| 2010 | 1 | 14 | $556,575 | $95,283 | $6,806iApproximate average salary by contribution assumption: employee only about $170,148 at 4% or $113,432 at 6%; with 50% employer match about $113,432 at 4% or $75,621 at 6%; with 100% employer match about $85,074 at 4% or $56,716 at 6%. |
| Thane Morgan, MD, Pa 401(K) Plan | - | 14 | $556,575 | $95,283 | $6,806iApproximate average salary by contribution assumption: employee only about $170,148 at 4% or $113,432 at 6%; with 50% employer match about $113,432 at 4% or $75,621 at 6%; with 100% employer match about $85,074 at 4% or $56,716 at 6%. |