John Morgan, Dds 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: John Morgan, Dds
  • Sponsor EIN: 731091253
  • Sponsor Address: 7 CEDAR SPRINGS DRIVE, TUTTLE, OK, 73089
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$9,442$17,149
20234$844,267$18,374$29,953
20224$724,202$12,415$32,953

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