A. Morton Thomas and Associates, Inc.

West Virginia
Registered In
05/04/2010
Incorp. Date
Foreign
Registration Type
Maryland
Foreign Jurisdiction

Company Summary

A. Morton Thomas and Associates, Inc. at 700 King Farm Blvd STE 300, Rockville, Md 20850 lists Timothy Kirk and Elizabeth Tuomey of Rockville, MD as associates.

Overview

Registered In
West Virginia
Incorporation Date
Company Type
C | Corporation
Status
Not Available
Registration Type
Foreign
Foreign Jurisdiction
Maryland
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People

Timothy Kirk President
700 KING FARM BLVD STE 300, ROCKVILLE, MD 20850
Elizabeth Tuomey Vice President
700 KING FARM BLVD STE 300, ROCKVILLE, MD 20850 (View Past Addresses)
Daniel R. Schriever Director
12750 TWINBROOK PKWY, ROCKVILLE, MD 20852
Richard Khalil Treasurer
700 KING FARM BLVD STE 300, ROCKVILLE, MD 20850 (View Past Addresses)
Showing current associates only (4 of 5 total associates). Create a free account to see the full associate history

Map & Locations

700 KING FARM BLVD STE 300, ROCKVILLE, MD 20850 View Map
128 CAPITOL ST, CHARLESTON, WV 25301 View Map
417 GRAND PARK DR STE 104, PARKERSBURG, WV 26105 View Map
Showing current addresses only (3 of 6 total addresses). Create a free account to see the full address history

Financials

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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Sources

The following government agencies have contributed data:

• West Virginia Secretary of State • U.S. Department of Labor
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