How big is Robert E. Morgan, D.D.S.'s plan?

Robert E. Morgan, D.D.S.'s plan reported $2.0M in assets and 30 participants for 2022.

Original filing (PDF)20241126204912NAL0006002545001

Robert E. Morgan, D.D.S.

Name: Robert E. Morgan, D.D.S. — Robert E. Morgan, D.D.S., Form 5500 (2022)
Creator: Robert E. Morgan, D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert E. Morgan, D.D.S. New Comparability Cash Balance Plan

Defined-benefit pension plan · Robert E. Morgan, D.D.S.'s Robert E. Morgan, D.D.S. New Comparability Cash Balance Plan held $2.0M in plan assets for 30 participants in 2022.

Signals · 1

Late filing · 12.3 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Robert E. Morgan, D.D.S.'s EIN is 75-1719601.

EIN 75-1719601

Plan number 002

Plan year 2022

ACK ID 20241126204912NAL0006002545001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Robert E. Morgan, D.D.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Robert E. Morgan, D.D.S.'s plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT E. MORGAN, D.D.S..

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Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off