How big is Michael J. Morgan, DDS, Ltd.'s plan?

Michael J. Morgan, DDS, Ltd.'s plan reported $18K in assets and 5 participants for 2024.

Original filing (PDF)20250626141504NAL0005019587001

Michael J. Morgan, DDS, Ltd.

Name: Michael J. Morgan, DDS, Ltd. — Michael J. Morgan, Form 5500 (2024)
Creator: Michael J. Morgan, DDS, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael J. Morgan, DDS, Ltd. 401(k) Plan

401(k) retirement plan · Michael J. Morgan, DDS, Ltd.'s Michael J. Morgan, DDS, Ltd. 401(k) Plan held $18K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

Plan identifiers

Michael J. Morgan, DDS, Ltd.'s EIN is 36-3543112.

EIN 36-3543112

Plan number 001

Plan year 2024

ACK ID 20250626141504NAL0005019587001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Michael J. Morgan, DDS, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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