How big is Jonathan Morgan, DDS, PC's plan?

Jonathan Morgan, DDS, PC's plan reported $1.6M in assets and 7 participants for 2024.

Original filing (PDF)20250922110916NAL0012137042001

Jonathan Morgan, DDS, PC

Name: Jonathan Morgan, DDS, PC — Arrowhead Dental 401(k), Form 5500 (2024)
Creator: Jonathan Morgan, DDS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Arrowhead Dental 401(k) Plan

401(k) retirement plan · Jonathan Morgan, DDS, PC's Arrowhead Dental 401(k) Plan held $1.6M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Glen Goold signed Jonathan Morgan, DDS, PC's 2024 Form 5500 as plan administrator.

Glen Goold — 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

Jonathan Morgan, DDS, PC's EIN is 27-0083359.

EIN 27-0083359

Plan number 001

Plan year 2024

ACK ID 20250922110916NAL0012137042001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jonathan Morgan, DDS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jonathan Morgan, DDS, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHAN MORGAN, DDS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

JONATHAN MORGAN, DDS, PC

EIN

all filings

Address

50 ARROWHEAD DR · EVANSTON, WY · 82930

Phone

(307) 789-5210

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator