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).
- EFAST2 acknowledgement
- 20241004082908NAL0011170993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A. Morton Thomas And Associates, Inc.
- EIN
- 52-0728302
- Plan number
- 003
- Location
- Rockville, MD
- Participants
- 543
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- 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
- Schedule source
- Schedule H