Original filing (PDF)20241126204912NAL0006002545001

ROBERT E. MORGAN, D.D.S.

Name: ROBERT E. MORGAN, D.D.S. — ROBERT E. MORGAN, D.D.S. NEW COMPARABILITY CASH BALANCE PLAN, Form 5500 (2022)
Creator: ROBERT E. MORGAN, D.D.S.

Form 5500-SF

FILING_RECEIVED

ROBERT E. MORGAN, D.D.S. NEW COMPARABILITY CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 12.3 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT E. MORGAN, D.D.S..

Plan sponsor

Name

ROBERT E. MORGAN, D.D.S.

EIN

75-1719601

Address

5916 STEUBEN CT. · DALLAS, TX · 75248

Phone

(972) 669-3663

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-11-26

Pension benefit codes

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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