401k Plan data: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN plan

JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 401k Plan overview

Plan Name	JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN
Plan identification number	001

JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN MORGAN, DDS has sponsored the creation of one or more 401k plans.

Company Name: JOHN MORGAN, DDS

Employer identification number (EIN): 731091253

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JOHN MORGAN, DDS
001 2017-01-01 JOHN MORGAN
001 2016-01-01 JOHN MORGAN
001 2015-01-01 JOHN MORGAN
001 2014-01-01 JOHN MORGAN
001 2013-01-01 JOHN MORGAN
001 2012-01-01 JOHN MORGAN
001 2011-01-01 JOHN MORGAN
001 2010-01-01 JOHN MORGAN JOHN MORGAN 2011-08-31
001 2009-01-01 JOHN MORGAN, DDS

Plan Statistics for JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN

401k plan membership statisitcs for JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN

Measure Date Value
2023: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 4
Number of participants with account balances 2023-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
2010: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	4
Number of participants with account balances	2023-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
2010: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN

Measure	Date	Value
2023 : JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$120,305
Expenses. Total of all expenses incurred	2023-12-31	$240
Benefits paid (including direct rollovers)	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$844,267
Total plan assets at beginning of year	2023-12-31	$724,202
Value of fidelity bond covering the plan	2023-12-31	$150,000
Total contributions received or receivable from participants	2023-12-31	$29,953
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$71,978
Net income (gross income less expenses)	2023-12-31	$120,065
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$844,267
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$724,202
Total contributions received or receivable from employer(s)	2023-12-31	$18,374
Value of certain deemed distributions of participant loans	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$240
2022 : JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-8,898
Expenses. Total of all expenses incurred	2022-12-31	$0
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$724,202
Total plan assets at beginning of year	2022-12-31	$733,100
Value of fidelity bond covering the plan	2022-12-31	$100,000
Total contributions received or receivable from participants	2022-12-31	$32,953
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-54,266
Net income (gross income less expenses)	2022-12-31	$-8,898
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$724,202
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$733,100
Assets. Value of participant loans	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$12,415
Value of certain deemed distributions of participant loans	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2021 401k financial data
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$79,997
Expenses. Total of all expenses incurred	2021-12-31	$399,999
Benefits paid (including direct rollovers)	2021-12-31	$399,634
Total plan assets at end of year	2021-12-31	$733,100
Total plan assets at beginning of year	2021-12-31	$1,053,102
Value of fidelity bond covering the plan	2021-12-31	$100,000
Total contributions received or receivable from participants	2021-12-31	$31,778
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$35,917
Net income (gross income less expenses)	2021-12-31	$-320,002
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$733,100
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,053,102
Assets. Value of participant loans	2021-12-31	$4,337
Total contributions received or receivable from employer(s)	2021-12-31	$12,302
Value of certain deemed distributions of participant loans	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$365
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$60,850
Expenses. Total of all expenses incurred	2020-12-31	$240
Total plan assets at end of year	2020-12-31	$1,053,102
Total plan assets at beginning of year	2020-12-31	$992,492
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$31,789
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$18,498
Net income (gross income less expenses)	2020-12-31	$60,610
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,053,102
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$992,492
Total contributions received or receivable from employer(s)	2020-12-31	$10,563
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$240
2019 : JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$135,300
Expenses. Total of all expenses incurred	2019-12-31	$240
Total plan assets at end of year	2019-12-31	$992,492
Total plan assets at beginning of year	2019-12-31	$857,432
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$30,778
Assets. Value of loans (other than to participants)	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$93,795
Net income (gross income less expenses)	2019-12-31	$135,060
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$992,492
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$857,432
Assets. Value of participant loans	2019-12-31	$8,026
Total contributions received or receivable from employer(s)	2019-12-31	$10,727
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$240
2018 : JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-738
Expenses. Total of all expenses incurred	2018-12-31	$240
Total plan assets at end of year	2018-12-31	$857,432
Total plan assets at beginning of year	2018-12-31	$858,410
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$30,099
Assets. Value of loans (other than to participants)	2018-12-31	$49,616
Other income received	2018-12-31	$-41,793
Net income (gross income less expenses)	2018-12-31	$-978
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$857,432
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$858,410
Assets. Value of participant loans	2018-12-31	$10,035
Total contributions received or receivable from employer(s)	2018-12-31	$10,956
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$240
2017 : JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$109,207
Expenses. Total of all expenses incurred	2017-12-31	$373
Total plan assets at end of year	2017-12-31	$858,410
Total plan assets at beginning of year	2017-12-31	$749,576
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$29,422
Assets. Value of loans (other than to participants)	2017-12-31	$49,956
Other income received	2017-12-31	$65,224
Net income (gross income less expenses)	2017-12-31	$108,834
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$858,410
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$749,576
Assets. Value of participant loans	2017-12-31	$12,682
Total contributions received or receivable from employer(s)	2017-12-31	$14,561
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$373
2016 : JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$75,163
Expenses. Total of all expenses incurred	2016-12-31	$183
Total plan assets at end of year	2016-12-31	$749,576
Total plan assets at beginning of year	2016-12-31	$674,596
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$29,004
Assets. Value of loans (other than to participants)	2016-12-31	$50,240
Other income received	2016-12-31	$35,092
Net income (gross income less expenses)	2016-12-31	$74,980
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$749,576
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$674,596
Total contributions received or receivable from employer(s)	2016-12-31	$11,067
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$183
2015 : JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$11,075
Expenses. Total of all expenses incurred	2015-12-31	$160
Total plan assets at end of year	2015-12-31	$674,596
Total plan assets at beginning of year	2015-12-31	$663,681
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$27,957
Other income received	2015-12-31	$-28,238
Net income (gross income less expenses)	2015-12-31	$10,915
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$674,596
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$663,681
Total contributions received or receivable from employer(s)	2015-12-31	$11,356
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$160
2014 : JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$42,748
Expenses. Total of all expenses incurred	2014-12-31	$120
Total plan assets at end of year	2014-12-31	$663,681
Total plan assets at beginning of year	2014-12-31	$621,053
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$27,907
Other income received	2014-12-31	$3,534
Net income (gross income less expenses)	2014-12-31	$42,628
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$663,681
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$621,053
Total contributions received or receivable from employer(s)	2014-12-31	$11,307
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$120
2013 : JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$40,047
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$621,053
Total plan assets at beginning of year	2013-12-31	$581,006
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$25,356
Other income received	2013-12-31	$3,795
Net income (gross income less expenses)	2013-12-31	$40,047
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$621,053
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$581,006
Total contributions received or receivable from employer(s)	2013-12-31	$10,896
2012 : JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$62,229
Expenses. Total of all expenses incurred	2012-12-31	$40
Total plan assets at end of year	2012-12-31	$581,006
Total plan assets at beginning of year	2012-12-31	$518,817
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$27,569
Other income received	2012-12-31	$24,352
Net income (gross income less expenses)	2012-12-31	$62,189
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$581,006
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$518,817
Total contributions received or receivable from employer(s)	2012-12-31	$10,308
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$40
2011 : JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$37,067
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$518,817
Total plan assets at beginning of year	2011-12-31	$481,750
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$26,725
Contributions received from other sources (not participants or employers)	2011-12-31	$5,956
Other income received	2011-12-31	$-4,828
Net income (gross income less expenses)	2011-12-31	$37,067
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$518,817
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$481,750
Total contributions received or receivable from employer(s)	2011-12-31	$9,214
2010 : JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$55,039
Expenses. Total of all expenses incurred	2010-12-31	$55,924
Benefits paid (including direct rollovers)	2010-12-31	$55,924
Total plan assets at end of year	2010-12-31	$481,750
Total plan assets at beginning of year	2010-12-31	$482,635
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$26,716
Other income received	2010-12-31	$22,262
Net income (gross income less expenses)	2010-12-31	$-885
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$481,750
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$482,635
Total contributions received or receivable from employer(s)	2010-12-31	$6,061
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN

2023: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN MORGAN, DDS EMPLOYEES' 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN MORGAN, DDS
Employer identification number (EIN):	731091253
NAIC Classification:	621210
NAIC Description:	Offices of Dentists