A. Morton Thomas and Associates, Inc.

Registered In: North Carolina
Incorporation Date: 06/10/2005
Registration Type: Foreign
Foreign Jurisdiction: Maryland
Company Type: Business Corporation
Status: Current-Active
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Cogency Global Inc. Registered Agent	212 S TRYON ST STE 1000, CHARLOTTE, NC 28281
Richard S. Khalil CEO	700 KING FARM BLVD STE 300, ROCKVILLE, MD 20850
Timothy S. Kirk President	700 KING FARM BLVD STE 300, ROCKVILLE, MD 20850
Aaron Smith Vice President	700 KING FARM BLVD STE 300, ROCKVILLE, MD 20850
Douglas Badger Vice President	125 DEADMORE ST SE, ABINGDON, VA 24210
Matthew Ernest Vice President	700 KING FARM BLVD STE 300, ROCKVILLE, MD 20850
Janice Gary Vice President	700 KING FARM BLVD STE 300, ROCKVILLE, MD 20850
Jeff Mckay Vice President	100 GATEWAY CENTRE PKWY STE 200, RICHMOND, VA 23235

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700 KING FARM BLVD STE 300, ROCKVILLE, MD 20850 View Map
212 S TRYON ST STE 1000, CHARLOTTE, NC 28281 (Mailing) View Map

Financial Information for A. Morton Thomas and Associates, Inc.

Form 5500

A. MORTON THOMAS AND ASSOCIATES, INC.

700 King Farm Blvd Suite 300, Rockville, Md 20850 (301) 881-2545 EIN:52-0728302 Plan Admin:Janice Gary

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameAMT HEALTH AND WELFARE PLAN Plan #505 Participants BOY/EOY302 / 0 Assets BOY/EOY$0 / $0	2023	AMT HEALTH AND WELFARE PLAN - Plan #505	302 / 0	$0 / $0
2022	Plan NameA. MORTON THOMAS AND ASSOCIATES, INC. 401(K) PLAN Plan #002 Participants BOY/EOY618 / 648 Assets BOY/EOY$77,345,736 / $63,655,790	2022	A. MORTON THOMAS AND ASSOCIATES, INC. 401(K) PLAN - Plan #002	618 / 648	$77,345,736 / $63,655,790
2022	Plan NameA. MORTON THOMAS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #003 Participants BOY/EOY507 / 458 Assets BOY/EOY$12,650,000 / $24,900,000	2022	A. MORTON THOMAS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #003	507 / 458	$12,650,000 / $24,900,000
2022	Plan NameAMT HEALTH AND WELFARE PLAN Plan #505 Participants BOY/EOY304 / 0 Assets BOY/EOY$0 / $0	2022	AMT HEALTH AND WELFARE PLAN - Plan #505	304 / 0	$0 / $0
2021	Plan NameA. MORTON THOMAS AND ASSOCIATES, INC. 401(K) PLAN Plan #002 Participants BOY/EOY597 / 618 Assets BOY/EOY$66,940,469 / $77,345,736	2021	A. MORTON THOMAS AND ASSOCIATES, INC. 401(K) PLAN - Plan #002	597 / 618	$66,940,469 / $77,345,736
2021	Plan NameA. MORTON THOMAS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #003 Participants BOY/EOY537 / 454 Assets BOY/EOY$12,470,000 / $12,650,000	2021	A. MORTON THOMAS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #003	537 / 454	$12,470,000 / $12,650,000
2021	Plan NameAMT HEALTH AND WELFARE PLAN Plan #505 Participants BOY/EOY305 / 0 Assets BOY/EOY$0 / $0	2021	AMT HEALTH AND WELFARE PLAN - Plan #505	305 / 0	$0 / $0
2020	Plan NameA. MORTON THOMAS AND ASSOCIATES, INC. 401(K) PLAN Plan #002 Participants BOY/EOY645 / 597 Assets BOY/EOY$57,188,392 / $66,940,469	2020	A. MORTON THOMAS AND ASSOCIATES, INC. 401(K) PLAN - Plan #002	645 / 597	$57,188,392 / $66,940,469
2020	Plan NameA. MORTON THOMAS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #003 Participants BOY/EOY545 / 489 Assets BOY/EOY$4,450,000 / $12,470,000	2020	A. MORTON THOMAS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #003	545 / 489	$4,450,000 / $12,470,000
2020	Plan NameAMT HEALTH AND WELFARE PLAN Plan #505 Participants BOY/EOY356 / 0 Assets BOY/EOY$0 / $0	2020	AMT HEALTH AND WELFARE PLAN - Plan #505	356 / 0	$0 / $0
2019	Plan NameA. MORTON THOMAS AND ASSOCIATES, INC. 401(K) PLAN Plan #002 Participants BOY/EOY643 / 645 Assets BOY/EOY$44,395,072 / $57,188,392	2019	A. MORTON THOMAS AND ASSOCIATES, INC. 401(K) PLAN - Plan #002	643 / 645	$44,395,072 / $57,188,392
2019	Plan NameA. MORTON THOMAS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #003 Participants BOY/EOY554 / 513 Assets BOY/EOY$5,300,000 / $4,450,000	2019	A. MORTON THOMAS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #003	554 / 513	$5,300,000 / $4,450,000
2019	Plan NameAMT HEALTH AND WELFARE PLAN Plan #505 Participants BOY/EOY393 / 0 Assets BOY/EOY$0 / $0	2019	AMT HEALTH AND WELFARE PLAN - Plan #505	393 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor

A. Morton Thomas and Associates, Inc.

Company Summary

Financial Information for A. Morton Thomas and Associates, Inc.

A. MORTON THOMAS AND ASSOCIATES, INC.