How big is Kelly E. Morgan, DMD, MS, PC's plan?

Kelly E. Morgan, DMD, MS, PC's plan reported $2.8M in assets and 14 participants for 2025.

Original filing (PDF)20260402121032NAL0003277795001

Kelly E. Morgan, DMD, MS, PC

Name: Kelly E. Morgan, DMD, MS, PC — Kelly E. Morgan, DMD, Form 5500 (2025)
Creator: Kelly E. Morgan, DMD, MS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelly E. Morgan, DMD, MS, PC 401(k) Profit Sharing Plan

401(k) retirement plan · Kelly E. Morgan, DMD, MS, PC's Kelly E. Morgan, DMD, MS, PC 401(k) Profit Sharing Plan held $2.8M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Jason Creswell signed Kelly E. Morgan, DMD, MS, PC's 2025 Form 5500 as plan administrator.

Jason Creswell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kelly E. Morgan, DMD, MS, PC's EIN is 20-8133688.

EIN 20-8133688

Plan number 001

Plan year 2025

ACK ID 20260402121032NAL0003277795001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kelly E. Morgan, DMD, MS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kelly E. Morgan, DMD, MS, PC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLY E. MORGAN, DMD, MS, PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score