Original filing (PDF)20251001130302NAL0013254193001

A. MORTON THOMAS AND ASSOCIATES, INC.

Name: A. MORTON THOMAS AND ASSOCIATES, INC. — A. MORTON THOMAS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: A. MORTON THOMAS AND ASSOCIATES, INC.

Form 5500

FILING_RECEIVED

A. MORTON THOMAS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

478

Accounts w/ balance

527

Plan assets (EOY)

$48.4M

Net assets (EOY)

$20.5M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A. MORTON THOMAS AND ASSOCIATES, INC..

Plan sponsor

Name

A. MORTON THOMAS AND ASSOCIATES, INC.

EIN

52-0728302

Address

700 KING FARM BLVD. · SUITE 300 · ROCKVILLE, MD · 20850

Phone

(301) 881-2545

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

BDO USA, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $48.4M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	* A. Morton Thomas and Associates, Inc. 1,000,000 shares	Common Stocks	—	$1.0M	$48.4M	100.0%

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