A. Morton Thomas And Associates, Inc. 401(K) 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. 401(K) Plan is a benefit plan reported by A. Morton Thomas And Associates, Inc. under EIN 52-0728302 and plan number 002. The latest loaded filing year is 2023. The filing reports 651 participants and $73,757,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A. Morton Thomas And Associates, Inc.
- EIN
- 52-0728302
- Plan number
- 002
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
- Participants
- 651
- End-of-year plan assets
- $73,757,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 651 | H, C | 20241010153913NAL0011672371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,757,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,757,094
- Net assets (BOY)
- $63,655,790
Income & contributions
- Employer contributions
- $1,672,160
- Participant contributions
- $2,844,667
- Total contributions
- $4,733,751
- Total income / additions
- $16,167,119
Expenses & distributions
- Benefits paid
- $5,926,540
- Administrative expenses
- $109,495
- Total expenses
- $6,065,815
- Net increase / (decrease)
- $10,101,304
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acec Retirement Trust | OTHER | $72,442 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $32,616 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,437 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A. Morton Thomas And Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Rockville, MD
- Acec Retirement Trust — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation