JOSEPH F MORGAN DDS A PROF CORP has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2013: MORGAN PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 5 |
| Total participants | 2013-01-01 | 5 |
| Number of participants with account balances | 2013-01-01 | 5 |
| 2012: MORGAN PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
| Total of all active and inactive participants | 2012-01-01 | 5 |
| Total participants | 2012-01-01 | 5 |
| Number of participants with account balances | 2012-01-01 | 5 |
| 2011: MORGAN PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Total participants | 2011-01-01 | 5 |
| Number of participants with account balances | 2011-01-01 | 5 |
| 2010: MORGAN PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
| Total of all active and inactive participants | 2010-01-01 | 3 |
| Total participants | 2010-01-01 | 3 |
| 2009: MORGAN PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2013 : MORGAN PENSION PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $814,205 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $94,000 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $94,000 |
| Total plan assets at end of year | 2013-12-31 | $3,504,802 |
| Total plan assets at beginning of year | 2013-12-31 | $2,784,597 |
| Other income received | 2013-12-31 | $776,002 |
| Net income (gross income less expenses) | 2013-12-31 | $720,205 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,504,802 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,784,597 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $38,203 |
| 2012 : MORGAN PENSION PLAN 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $398,369 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $90,000 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $90,000 |
| Total plan assets at end of year | 2012-12-31 | $2,784,597 |
| Total plan assets at beginning of year | 2012-12-31 | $2,476,228 |
| Other income received | 2012-12-31 | $361,239 |
| Net income (gross income less expenses) | 2012-12-31 | $308,369 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,784,597 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,476,228 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $37,130 |
| 2011 : MORGAN PENSION PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $91,188 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $42,802 |
| Total plan assets at end of year | 2011-12-31 | $2,476,228 |
| Total plan assets at beginning of year | 2011-12-31 | $2,427,842 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $42,802 |
| Other income received | 2011-12-31 | $54,663 |
| Net income (gross income less expenses) | 2011-12-31 | $48,386 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,476,228 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,427,842 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $36,525 |
| 2010 : MORGAN PENSION PLAN 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $237,764 |
| Total plan assets at end of year | 2010-12-31 | $2,427,842 |
| Total plan assets at beginning of year | 2010-12-31 | $2,190,078 |
| Other income received | 2010-12-31 | $206,214 |
| Net income (gross income less expenses) | 2010-12-31 | $237,764 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,427,842 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,190,078 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $31,550 |
| 2013: MORGAN PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MORGAN PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MORGAN PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MORGAN PENSION PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MORGAN PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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