2023 Form 5500 filing — A. Morton Thomas And Associates, Inc. Employee Stock Ownership Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004082908NAL0011170993001) for A. Morton Thomas And Associates, Inc. Employee Stock Ownership Plan, reported by A. Morton Thomas And Associates, Inc. under EIN 52-0728302 and plan number 003. It reports 543 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.8MReported net assets$15,750,068
Participants543
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241004082908NAL0011170993001
- Plan sponsor
- A. Morton Thomas And Associates, Inc.
- EIN
- 52-0728302
- Plan number
- 003
- Location
- Rockville, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$44.5M total assets
Net assets$15.8MLiabilities$28.7M
Full reported line items
- Total assets (EOY)
- $44,450,175
- Total liabilities (EOY)
- $28,700,107
- Net assets (EOY)
- $15,750,068
- Employer contributions
- $2,031,641
- Total income / additions
- $21,581,816
- Benefits paid
- $260,564
- Administrative expenses
- $0
- Total expenses
- $1,236,845
- Net increase / (decrease)
- $20,344,971