Civic Intelligence

Monte D. Morgan, DMD PC

Plan context: Monte D Morgan, DMD PC 401(K) Retirement Plan

EIN 93-0728361 • Salem, OR • 13 filings • 3 plans

160 Ramsgate Square Ste 150Salem, OR 97302
Current Snapshot

Latest Year

2022

2022 Participants

12

2022 Assets

$2,473,190

2022 Contributions

$23,039

Historical Graphs

Total Assets Over Time

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

$2,473,190$1,236,595$0201020162021YearValue
$2,473,190Latest year 2021

Participants Over Time

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

1260201020162021YearValue
12Latest year 2021

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
202210$0$23,039-
Monte D Morgan, DMD PC 401(K) Retirement Plan-0$0$23,039-
2021112$2,473,190$122,201$10,183iApproximate average salary by contribution assumption: employee only about $254,585 at 4% or $169,724 at 6%; with 50% employer match about $169,724 at 4% or $113,149 at 6%; with 100% employer match about $127,293 at 4% or $84,862 at 6%.
Monte D Morgan, DMD PC 401(K) Retirement Plan-12$2,473,190$122,201$10,183iApproximate average salary by contribution assumption: employee only about $254,585 at 4% or $169,724 at 6%; with 50% employer match about $169,724 at 4% or $113,149 at 6%; with 100% employer match about $127,293 at 4% or $84,862 at 6%.
2020111$2,146,261$68,701$6,246iApproximate average salary by contribution assumption: employee only about $156,139 at 4% or $104,092 at 6%; with 50% employer match about $104,092 at 4% or $69,395 at 6%; with 100% employer match about $78,069 at 4% or $52,046 at 6%.
Monte D Morgan, DMD PC 401(K) Retirement Plan-11$2,146,261$68,701$6,246iApproximate average salary by contribution assumption: employee only about $156,139 at 4% or $104,092 at 6%; with 50% employer match about $104,092 at 4% or $69,395 at 6%; with 100% employer match about $78,069 at 4% or $52,046 at 6%.
2019111$1,856,180$127,390$11,581iApproximate average salary by contribution assumption: employee only about $289,523 at 4% or $193,015 at 6%; with 50% employer match about $193,015 at 4% or $128,677 at 6%; with 100% employer match about $144,761 at 4% or $96,508 at 6%.
Monte D Morgan, DMD PC 401(K) Retirement Plan-11$1,856,180$127,390$11,581iApproximate average salary by contribution assumption: employee only about $289,523 at 4% or $193,015 at 6%; with 50% employer match about $193,015 at 4% or $128,677 at 6%; with 100% employer match about $144,761 at 4% or $96,508 at 6%.
2018110$1,507,344$136,546$13,655iApproximate average salary by contribution assumption: employee only about $341,365 at 4% or $227,577 at 6%; with 50% employer match about $227,577 at 4% or $151,718 at 6%; with 100% employer match about $170,683 at 4% or $113,788 at 6%.
Monte D Morgan, DMD PC 401(K) Retirement Plan-10$1,507,344$136,546$13,655iApproximate average salary by contribution assumption: employee only about $341,365 at 4% or $227,577 at 6%; with 50% employer match about $227,577 at 4% or $151,718 at 6%; with 100% employer match about $170,683 at 4% or $113,788 at 6%.
201719$1,466,820$106,981$11,887iApproximate average salary by contribution assumption: employee only about $297,169 at 4% or $198,113 at 6%; with 50% employer match about $198,113 at 4% or $132,075 at 6%; with 100% employer match about $148,585 at 4% or $99,056 at 6%.
Monte D Morgan, DMD PC 401(K) Retirement Plan-9$1,466,820$106,981$11,887iApproximate average salary by contribution assumption: employee only about $297,169 at 4% or $198,113 at 6%; with 50% employer match about $198,113 at 4% or $132,075 at 6%; with 100% employer match about $148,585 at 4% or $99,056 at 6%.
2016111$1,197,063$115,211$10,474iApproximate average salary by contribution assumption: employee only about $261,843 at 4% or $174,562 at 6%; with 50% employer match about $174,562 at 4% or $116,375 at 6%; with 100% employer match about $130,922 at 4% or $87,281 at 6%.
Monte D Morgan, DMD PC 401(K) Retirement Plan-11$1,197,063$115,211$10,474iApproximate average salary by contribution assumption: employee only about $261,843 at 4% or $174,562 at 6%; with 50% employer match about $174,562 at 4% or $116,375 at 6%; with 100% employer match about $130,922 at 4% or $87,281 at 6%.
2015110$1,001,915$101,843$10,184iApproximate average salary by contribution assumption: employee only about $254,607 at 4% or $169,738 at 6%; with 50% employer match about $169,738 at 4% or $113,159 at 6%; with 100% employer match about $127,304 at 4% or $84,869 at 6%.
Monte D Morgan, DMD PC 401(K) Retirement Plan-10$1,001,915$101,843$10,184iApproximate average salary by contribution assumption: employee only about $254,607 at 4% or $169,738 at 6%; with 50% employer match about $169,738 at 4% or $113,159 at 6%; with 100% employer match about $127,304 at 4% or $84,869 at 6%.
2014110$920,783$99,491$9,949iApproximate average salary by contribution assumption: employee only about $248,728 at 4% or $165,818 at 6%; with 50% employer match about $165,818 at 4% or $110,546 at 6%; with 100% employer match about $124,364 at 4% or $82,909 at 6%.
Monte D Morgan, DMD PC 401(K) Retirement Plan-10$920,783$99,491$9,949iApproximate average salary by contribution assumption: employee only about $248,728 at 4% or $165,818 at 6%; with 50% employer match about $165,818 at 4% or $110,546 at 6%; with 100% employer match about $124,364 at 4% or $82,909 at 6%.
201319$777,538$90,813$10,090iApproximate average salary by contribution assumption: employee only about $252,258 at 4% or $168,172 at 6%; with 50% employer match about $168,172 at 4% or $112,115 at 6%; with 100% employer match about $126,129 at 4% or $84,086 at 6%.
Monte D Morgan, DMD PC 401(K) Retirement Plan-9$777,538$90,813$10,090iApproximate average salary by contribution assumption: employee only about $252,258 at 4% or $168,172 at 6%; with 50% employer match about $168,172 at 4% or $112,115 at 6%; with 100% employer match about $126,129 at 4% or $84,086 at 6%.
201218$574,915$86,163$10,770iApproximate average salary by contribution assumption: employee only about $269,259 at 4% or $179,506 at 6%; with 50% employer match about $179,506 at 4% or $119,671 at 6%; with 100% employer match about $134,630 at 4% or $89,753 at 6%.
Monte D Morgan, DMD PC 401(K) Retirement Plan-8$574,915$86,163$10,770iApproximate average salary by contribution assumption: employee only about $269,259 at 4% or $179,506 at 6%; with 50% employer match about $179,506 at 4% or $119,671 at 6%; with 100% employer match about $134,630 at 4% or $89,753 at 6%.
201117$455,150$81,864$11,695iApproximate average salary by contribution assumption: employee only about $292,371 at 4% or $194,914 at 6%; with 50% employer match about $194,914 at 4% or $129,943 at 6%; with 100% employer match about $146,186 at 4% or $97,457 at 6%.
Monte D Morgan, DMD PC 401(K) Retirement Plan-7$455,150$81,864$11,695iApproximate average salary by contribution assumption: employee only about $292,371 at 4% or $194,914 at 6%; with 50% employer match about $194,914 at 4% or $129,943 at 6%; with 100% employer match about $146,186 at 4% or $97,457 at 6%.
201017$382,900$363,425$51,918iApproximate average salary by contribution assumption: employee only about $1,297,946 at 4% or $865,298 at 6%; with 50% employer match about $865,298 at 4% or $576,865 at 6%; with 100% employer match about $648,973 at 4% or $432,649 at 6%.
Monte D Morgan, DMD PC 401(K) Retirement Plan-7$382,900$363,425$51,918iApproximate average salary by contribution assumption: employee only about $1,297,946 at 4% or $865,298 at 6%; with 50% employer match about $865,298 at 4% or $576,865 at 6%; with 100% employer match about $648,973 at 4% or $432,649 at 6%.