A. Morton Thomas and Associates, Inc.

Pennsylvania
Registered In
11/19/2013
Incorp. Date
Foreign
Registration Type
Maryland
Foreign Jurisdiction

Company Summary

A. Morton Thomas and Associates, Inc. in Pennsylvania was registered on 11/19/2013. It is listed at Cogency Global Inc..

Registered In
Pennsylvania
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Maryland
Company Type
Foreign Business Corporation
Status
Active
Find Social Profiles
Search Other Resources
SEC | EDGAR Trellis.Law Recent News
Cogency Global Inc. 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.
Related Business Names:
A. Morton Thomas and Associates, Inc. Registered in New Jersey
View Report
A. Morton Thomas and Associates, Inc. Registered in West Virginia
Charleston, WV Rockville, MD (2 more) View Report
A. Morton Thomas and Associates, Inc. Registered in New York
New York, NY View Report
Hilliard, OH Rockville, MD View Report
A. Morton Thomas and Associates, Inc. Registered in Tennessee
Nashville, TN Rockville, MD View Report
Rockville, MD View Report
A. Morton Thomas and Associates, Inc. Registered in North Carolina
Charlotte, NC Rockville, MD View Report

The following government agencies have contributed data:

Pennsylvania Department of State U.S. Department of Labor
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States