Back to filter
Original filing (PDF)20250922110916NAL0012137042001
JONATHAN MORGAN, DDS, PC
Form 5500-SF
FILING_RECEIVED
ARROWHEAD DENTAL 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
18
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JONATHAN MORGAN, DDS, PC.
Plan sponsor
Name
JONATHAN MORGAN, DDS, PC
EIN
27-0083359
Address
50 ARROWHEAD DR · EVANSTON, WY · 82930
Phone
(307) 789-5210
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
EAST BOISE DENTAL, P.C.
EAST BOISE DENTAL PC 401(K) PLAN
$1.6M · 7 participants
SILICON VALLEY SMILE SOLUTIONS, D.D.S., INC.
SILICON VALLEY SMILE SOLUTIONS, D.D.S., INC. PROFIT SHARING 401(K) PLAN
$1.6M · 5 participants
VENETIA LAGANIS D.D.S. P.A.
VENETIA LAGANIS D.D.S. P.A 401(K) PROFIT SHARING PLAN
$1.6M · 6 participants
JIM JAMSHID TEHRANI, D.D.S., INC.
JIM JAMSHID TEHRANI, D.D.S., INC. PROFIT SHARING PLAN
$1.6M · 4 participants
GREGORY A. YOUNG, D.D.S.
GREGORY A. YOUNG, D.D.S. PROFIT SHARING 401(K) PLAN
$1.6M · 6 participants
PEDIATRIC DENTISTRY OF CENTRAL IOWA P.C.
PEDIATRIC DENTISTRY OF CENTRAL IOWA, P.C. 401(K) PLAN
$1.6M · 8 participants
Large plans in Wyoming
ADMIRAL BEVERAGE CORPORATION
ADMIRAL BEVERAGE CORPORATION 401(K) PLAN
$168.6M · 1,917 participants
WYOMING MACHINERY COMPANY
WYOMING MACHINERY COMPANY PROFIT SHARING 401(K) PLAN
$144.1M · 798 participants
TRUE DRILLING LLC
TRUE COMPANIES EMPLOYEES PROFIT SHARING PLAN
$138.9M · 819 participants
TRIHYDRO CORPORATION
TRIHYDRO CORPORATION 401(K) PLAN
$102.8M · 599 participants
TRUE DRILLING LLC
TRUE COMPANIES EMPLOYEES' 401(K) SAVINGS PLAN
$72.0M · 966 participants
IVINSON MEMORIAL HOSPITAL
IVINSON MEMORIAL HOSPITAL RETIREMENT PLAN
$58.4M · 639 participants