How big is Kristen J. Morgan, D.D.S., P.C.'s plan?

Kristen J. Morgan, D.D.S., P.C.'s plan reported $1.6M in assets and 6 participants for 2025.

Original filing (PDF)20260415143828NAL0017109809001

Kristen J. Morgan, D.D.S., P.C.

Name: Kristen J. Morgan, D.D.S., P.C. — Kristen J. Morgan, Form 5500 (2025)
Creator: Kristen J. Morgan, D.D.S., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kristen J. Morgan, D.D.S. Retirement Plan

401(k) retirement plan · Kristen J. Morgan, D.D.S., P.C.'s Kristen J. Morgan, D.D.S. Retirement Plan held $1.6M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Kristen Morgan D.D.S. signed Kristen J. Morgan, D.D.S., P.C.'s 2025 Form 5500 as plan administrator.

Kristen Morgan D.D.S. — 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

Kristen J. Morgan, D.D.S., P.C.'s EIN is 81-0902640.

EIN 81-0902640

Plan number 001

Plan year 2025

ACK ID 20260415143828NAL0017109809001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kristen J. Morgan, D.D.S., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kristen J. Morgan, D.D.S., P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

KRISTEN J. MORGAN, D.D.S., P.C.

EIN

all filings

Address

P.O. BOX 1897 · TAHOE CITY, CA · 96145

Phone

(530) 583-2349

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator