Civic Intelligence

William R. Morgan M.D. Inc.

Plan context: William R. Morgan M.D. Inc. Profit Sharing Plan Trust

EIN 95-3414277 • Newport Beach, CA • 21 filings • 6 plans

1419 Superior Ave., Ste. 2Newport Beach, CA 92663
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$19,965,614

2020 Contributions

$0

Historical Graphs

Total Assets Over Time

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

$19,965,614$9,982,807$0199920122020YearValue
$19,965,614Latest year 2020

Participants Over Time

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

210199920092018YearValue
1Latest year 2018

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
202010$19,965,614$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-0$19,965,614--
201811$9,727,567$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-1$9,727,567--
201711$8,494,315$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-1$8,494,315--
201611$6,508,579$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-1$6,508,579--
201511$5,960,073$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-1$5,960,073--
201411$5,209,509$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-1$5,209,509--
201311$4,298,600$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-1$4,298,600--
201212$3,421,394$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-2$3,421,394--
201112$3,332,263$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-2$3,332,263--
201012$3,345,507$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-2$3,345,507--
200912$3,352,439$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-2$3,352,439--
200812$2,643,761$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-2$2,643,761--
200712$0$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-2---
200612$4,210,875$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-2$4,210,875--
200512$3,787,340$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-2$3,787,340--
200412$3,716,886$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-2$3,716,886--
200312$0$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-2---
200212$0$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-2---
200112$0$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-2---
200012$0$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-2---
199912$6,150,993$0-
William R. Morgan M.D. Inc. Profit Sharing Plan Trust-2$6,150,993--