A. Morton Thomas And Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (A. Morton Thomas And Associates, Inc.)
Plain-English plan 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, A. Morton Thomas And Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by A. Morton Thomas And Associates, Inc. under EIN 52-0728302 and plan number 003. The latest loaded filing year is 2023. The filing reports 543 participants and $44,450,175 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.8MPlan net assets, end of year$15,750,068
Participants543Covered participants reported
Assets / participant$81.9KComputed: assets ÷ participants$81,860 (computed)
Provider compensationNone reported
- Plan sponsor
- A. Morton Thomas And Associates, Inc.
- EIN
- 52-0728302
- Plan number
- 003
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 543 | H | 20241004082908NAL0011170993001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$44.5M total assets
Net assets$15.8MLiabilities$28.7M
Full reported line items
Net assets
- Total assets (EOY)
- $44,450,175
- Total liabilities (EOY)
- $28,700,107
- Net assets (EOY)
- $15,750,068
- Net assets (BOY)
- -$4,594,903
Income & contributions
- Employer contributions
- $2,031,641
- Total contributions
- $2,031,641
- Total income / additions
- $21,581,816
Expenses & distributions
- Benefits paid
- $260,564
- Administrative expenses
- $0
- Total expenses
- $1,236,845
- Net increase / (decrease)
- $20,344,971
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.