How big is David M. Morgan DDS MD PLC's plan?

David M. Morgan DDS MD PLC's plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20250618103445NAL0002178049001

David M. Morgan DDS MD PLC

Name: David M. Morgan DDS MD PLC — David M. Morgan DDS MD, Form 5500 (2024)
Creator: David M. Morgan DDS MD PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David M. Morgan DDS MD PLC 401(k) Plan

401(k) retirement plan · David M. Morgan DDS MD PLC's David M. Morgan DDS MD PLC 401(k) Plan held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

AMY Morgan signed David M. Morgan DDS MD PLC's 2024 Form 5500 as plan administrator.

AMY Morgan — 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

David M. Morgan DDS MD PLC's EIN is 45-3908321.

EIN 45-3908321

Plan number 001

Plan year 2024

ACK ID 20250618103445NAL0002178049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David M. Morgan DDS MD PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David M. Morgan DDS MD PLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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