Richard Khalil signed A. Morton Thomas and Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
A. Morton Thomas and Associates, Inc.'s EIN is 52-0728302.
Download the official 2024 Form 5500 (PDF) for A. Morton Thomas and Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)A. Morton Thomas and Associates, Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * A. Morton Thomas and Associates, Inc. 1,000,000 shares | Common Stocks | — | $1.0M | $48.4M | 100.0% |