Civic Intelligence

A. Morton Thomas & Associates Inc.

Plan context: A. Morton Thomas & Associates Inc. 401K Plan

EIN 52-0728302 • 58 filings • 14 plans

Current Snapshot

Latest Year

2024

2024 Participants

509

2024 Assets

$126,170,746

2024 Contributions

$7,970,827

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$126,170,746$63,085,373$0199920122024YearValue
$126,170,746Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

5092550199920122024YearValue
509Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20243509$126,170,746$7,970,827$15,660iApproximate average salary by contribution assumption: employee only about $391,494 at 4% or $260,996 at 6%; with 50% employer match about $260,996 at 4% or $173,998 at 6%; with 100% employer match about $195,747 at 4% or $130,498 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-509$77,820,562$5,753,035$11,303iApproximate average salary by contribution assumption: employee only about $282,566 at 4% or $188,377 at 6%; with 50% employer match about $188,377 at 4% or $125,585 at 6%; with 100% employer match about $141,283 at 4% or $94,189 at 6%.
A. Morton Thomas and Associates Inc. Employee Stock Ownership Plan-478$48,350,184$2,217,792$4,640iApproximate average salary by contribution assumption: employee only about $115,993 at 4% or $77,329 at 6%; with 50% employer match about $77,329 at 4% or $51,553 at 6%; with 100% employer match about $57,997 at 4% or $38,664 at 6%.
Amt Health and Welfare Plan-355---
20233488$118,207,269$6,765,392$13,864iApproximate average salary by contribution assumption: employee only about $346,588 at 4% or $231,058 at 6%; with 50% employer match about $231,058 at 4% or $154,039 at 6%; with 100% employer match about $173,294 at 4% or $115,529 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-488$73,757,094$4,733,751$9,700iApproximate average salary by contribution assumption: employee only about $242,508 at 4% or $161,672 at 6%; with 50% employer match about $161,672 at 4% or $107,781 at 6%; with 100% employer match about $121,254 at 4% or $80,836 at 6%.
A. Morton Thomas and Associates Inc. Employee Stock Ownership Plan-435$44,450,175$2,031,641$4,670iApproximate average salary by contribution assumption: employee only about $116,761 at 4% or $77,841 at 6%; with 50% employer match about $77,841 at 4% or $51,894 at 6%; with 100% employer match about $58,380 at 4% or $38,920 at 6%.
Amt Health and Welfare Plan-325---
20223435$88,555,790$6,492,321$14,925iApproximate average salary by contribution assumption: employee only about $373,122 at 4% or $248,748 at 6%; with 50% employer match about $248,748 at 4% or $165,832 at 6%; with 100% employer match about $186,561 at 4% or $124,374 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-435$63,655,790$4,665,846$10,726iApproximate average salary by contribution assumption: employee only about $268,152 at 4% or $178,768 at 6%; with 50% employer match about $178,768 at 4% or $119,179 at 6%; with 100% employer match about $134,076 at 4% or $89,384 at 6%.
A. Morton Thomas and Associates Inc. Employee Stock Ownership Plan-400$24,900,000$1,826,475$4,566iApproximate average salary by contribution assumption: employee only about $114,155 at 4% or $76,103 at 6%; with 50% employer match about $76,103 at 4% or $50,735 at 6%; with 100% employer match about $57,077 at 4% or $38,052 at 6%.
Amt Health and Welfare Plan-300---
20213421$89,995,736$6,026,192$14,314iApproximate average salary by contribution assumption: employee only about $357,850 at 4% or $238,567 at 6%; with 50% employer match about $238,567 at 4% or $159,044 at 6%; with 100% employer match about $178,925 at 4% or $119,283 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-421$77,345,736$4,218,334$10,020iApproximate average salary by contribution assumption: employee only about $250,495 at 4% or $166,997 at 6%; with 50% employer match about $166,997 at 4% or $111,331 at 6%; with 100% employer match about $125,247 at 4% or $83,498 at 6%.
A. Morton Thomas and Associates Inc. Employee Stock Ownership Plan-401$12,650,000$1,807,858$4,508iApproximate average salary by contribution assumption: employee only about $112,709 at 4% or $75,140 at 6%; with 50% employer match about $75,140 at 4% or $50,093 at 6%; with 100% employer match about $56,355 at 4% or $37,570 at 6%.
Amt Health and Welfare Plan-302---
20203405$79,410,469$6,176,042$15,249iApproximate average salary by contribution assumption: employee only about $381,237 at 4% or $254,158 at 6%; with 50% employer match about $254,158 at 4% or $169,439 at 6%; with 100% employer match about $190,619 at 4% or $127,079 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-405$66,940,469$4,401,434$10,868iApproximate average salary by contribution assumption: employee only about $271,693 at 4% or $181,129 at 6%; with 50% employer match about $181,129 at 4% or $120,753 at 6%; with 100% employer match about $135,847 at 4% or $90,564 at 6%.
A. Morton Thomas and Associates Inc. Employee Stock Ownership Plan-403$12,470,000$1,774,608$4,403iApproximate average salary by contribution assumption: employee only about $110,087 at 4% or $73,392 at 6%; with 50% employer match about $73,392 at 4% or $48,928 at 6%; with 100% employer match about $55,044 at 4% or $36,696 at 6%.
Amt Health and Welfare Plan-304---
20193499$61,638,392$6,738,440$13,504iApproximate average salary by contribution assumption: employee only about $337,597 at 4% or $225,065 at 6%; with 50% employer match about $225,065 at 4% or $150,043 at 6%; with 100% employer match about $168,799 at 4% or $112,532 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-499$57,188,392$4,967,141$9,954iApproximate average salary by contribution assumption: employee only about $248,855 at 4% or $165,903 at 6%; with 50% employer match about $165,903 at 4% or $110,602 at 6%; with 100% employer match about $124,427 at 4% or $82,952 at 6%.
A. Morton Thomas and Associates Inc. Employee Stock Ownership Plan-487$4,450,000$1,771,299$3,637iApproximate average salary by contribution assumption: employee only about $90,929 at 4% or $60,619 at 6%; with 50% employer match about $60,619 at 4% or $40,413 at 6%; with 100% employer match about $45,465 at 4% or $30,310 at 6%.
Amt Health and Welfare Plan-381---
20183509$49,695,072$6,246,629$12,272iApproximate average salary by contribution assumption: employee only about $306,809 at 4% or $204,539 at 6%; with 50% employer match about $204,539 at 4% or $136,360 at 6%; with 100% employer match about $153,404 at 4% or $102,270 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-509$44,395,072$5,246,629$10,308iApproximate average salary by contribution assumption: employee only about $257,693 at 4% or $171,795 at 6%; with 50% employer match about $171,795 at 4% or $114,530 at 6%; with 100% employer match about $128,846 at 4% or $85,898 at 6%.
A. Morton Thomas and Associates Inc. Employee Stock Ownership Plan-460$5,300,000$1,000,000$2,174iApproximate average salary by contribution assumption: employee only about $54,348 at 4% or $36,232 at 6%; with 50% employer match about $36,232 at 4% or $24,155 at 6%; with 100% employer match about $27,174 at 4% or $18,116 at 6%.
Amt Health and Welfare Plan-389---
20172488$44,796,253$4,721,825$9,676iApproximate average salary by contribution assumption: employee only about $241,897 at 4% or $161,265 at 6%; with 50% employer match about $161,265 at 4% or $107,510 at 6%; with 100% employer match about $120,948 at 4% or $80,632 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-488$44,796,253$4,721,825$9,676iApproximate average salary by contribution assumption: employee only about $241,897 at 4% or $161,265 at 6%; with 50% employer match about $161,265 at 4% or $107,510 at 6%; with 100% employer match about $120,948 at 4% or $80,632 at 6%.
Amt Health and Welfare Plan-380---
20162442$35,840,178$3,493,216$7,903iApproximate average salary by contribution assumption: employee only about $197,580 at 4% or $131,720 at 6%; with 50% employer match about $131,720 at 4% or $87,813 at 6%; with 100% employer match about $98,790 at 4% or $65,860 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-442$35,840,178$3,493,216$7,903iApproximate average salary by contribution assumption: employee only about $197,580 at 4% or $131,720 at 6%; with 50% employer match about $131,720 at 4% or $87,813 at 6%; with 100% employer match about $98,790 at 4% or $65,860 at 6%.
Amt Health and Welfare Plan-432---
20152428$31,341,420$3,433,442$8,022iApproximate average salary by contribution assumption: employee only about $200,552 at 4% or $133,701 at 6%; with 50% employer match about $133,701 at 4% or $89,134 at 6%; with 100% employer match about $100,276 at 4% or $66,851 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-428$31,341,420$3,433,442$8,022iApproximate average salary by contribution assumption: employee only about $200,552 at 4% or $133,701 at 6%; with 50% employer match about $133,701 at 4% or $89,134 at 6%; with 100% employer match about $100,276 at 4% or $66,851 at 6%.
Amt Health and Welfare Plan-356---
20142419$29,283,568$3,477,049$8,298iApproximate average salary by contribution assumption: employee only about $207,461 at 4% or $138,307 at 6%; with 50% employer match about $138,307 at 4% or $92,205 at 6%; with 100% employer match about $103,731 at 4% or $69,154 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-419$29,283,568$3,477,049$8,298iApproximate average salary by contribution assumption: employee only about $207,461 at 4% or $138,307 at 6%; with 50% employer match about $138,307 at 4% or $92,205 at 6%; with 100% employer match about $103,731 at 4% or $69,154 at 6%.
Amt Health and Welfare Plan-332---
20132379$24,961,736$2,685,008$7,084iApproximate average salary by contribution assumption: employee only about $177,111 at 4% or $118,074 at 6%; with 50% employer match about $118,074 at 4% or $78,716 at 6%; with 100% employer match about $88,556 at 4% or $59,037 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-379$24,961,736$2,685,008$7,084iApproximate average salary by contribution assumption: employee only about $177,111 at 4% or $118,074 at 6%; with 50% employer match about $118,074 at 4% or $78,716 at 6%; with 100% employer match about $88,556 at 4% or $59,037 at 6%.
Amt Health and Welfare Plan-352---
20122329$20,302,184$2,249,947$6,839iApproximate average salary by contribution assumption: employee only about $170,969 at 4% or $113,979 at 6%; with 50% employer match about $113,979 at 4% or $75,986 at 6%; with 100% employer match about $85,484 at 4% or $56,990 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-329$20,302,184$2,249,947$6,839iApproximate average salary by contribution assumption: employee only about $170,969 at 4% or $113,979 at 6%; with 50% employer match about $113,979 at 4% or $75,986 at 6%; with 100% employer match about $85,484 at 4% or $56,990 at 6%.
Amt Health and Welfare Plan-231---
20113211$24,536,486$3,790,748$17,966iApproximate average salary by contribution assumption: employee only about $449,141 at 4% or $299,427 at 6%; with 50% employer match about $299,427 at 4% or $199,618 at 6%; with 100% employer match about $224,570 at 4% or $149,714 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-195$16,246,746$2,325,841$11,927iApproximate average salary by contribution assumption: employee only about $298,185 at 4% or $198,790 at 6%; with 50% employer match about $198,790 at 4% or $132,527 at 6%; with 100% employer match about $149,092 at 4% or $99,395 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-162$8,289,740$1,464,907$9,043iApproximate average salary by contribution assumption: employee only about $226,066 at 4% or $150,711 at 6%; with 50% employer match about $150,711 at 4% or $100,474 at 6%; with 100% employer match about $113,033 at 4% or $75,355 at 6%.
Amt Health and Welfare Plan-211---
20102238$14,692,508$1,716,799$7,213iApproximate average salary by contribution assumption: employee only about $180,336 at 4% or $120,224 at 6%; with 50% employer match about $120,224 at 4% or $80,149 at 6%; with 100% employer match about $90,168 at 4% or $60,112 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-238$14,692,508$1,716,799$7,213iApproximate average salary by contribution assumption: employee only about $180,336 at 4% or $120,224 at 6%; with 50% employer match about $120,224 at 4% or $80,149 at 6%; with 100% employer match about $90,168 at 4% or $60,112 at 6%.
Amt Health and Welfare Plan-232---
200910200$11,998,906$1,740,090$8,700iApproximate average salary by contribution assumption: employee only about $217,511 at 4% or $145,008 at 6%; with 50% employer match about $145,008 at 4% or $96,672 at 6%; with 100% employer match about $108,756 at 4% or $72,504 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-200$11,998,906$1,740,090$8,700iApproximate average salary by contribution assumption: employee only about $217,511 at 4% or $145,008 at 6%; with 50% employer match about $145,008 at 4% or $96,672 at 6%; with 100% employer match about $108,756 at 4% or $72,504 at 6%.
Amt Medical Plan-161---
Amt Dental Plan-125---
Amt Life and Accidental Death and Dismemberment Plan-194---
Amt Short Term Disability Plan-143---
Amt Health and Welfare Plan-194---
Amt Medical Plan-0---
Amt Dental Plan-0---
Amt Life and Accidental Death and Dismemberment Plan-0---
Amt Short Term Disability Plan-0---
20081162$8,289,740$1,464,907$9,043iApproximate average salary by contribution assumption: employee only about $226,066 at 4% or $150,711 at 6%; with 50% employer match about $150,711 at 4% or $100,474 at 6%; with 100% employer match about $113,033 at 4% or $75,355 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-162$8,289,740$1,464,907$9,043iApproximate average salary by contribution assumption: employee only about $226,066 at 4% or $150,711 at 6%; with 50% employer match about $150,711 at 4% or $100,474 at 6%; with 100% employer match about $113,033 at 4% or $75,355 at 6%.
20071151$10,032,287$1,520,636$10,070iApproximate average salary by contribution assumption: employee only about $251,761 at 4% or $167,841 at 6%; with 50% employer match about $167,841 at 4% or $111,894 at 6%; with 100% employer match about $125,880 at 4% or $83,920 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-151$10,032,287$1,520,636$10,070iApproximate average salary by contribution assumption: employee only about $251,761 at 4% or $167,841 at 6%; with 50% employer match about $167,841 at 4% or $111,894 at 6%; with 100% employer match about $125,880 at 4% or $83,920 at 6%.
20061145$9,006,386$1,234,011$8,510iApproximate average salary by contribution assumption: employee only about $212,761 at 4% or $141,840 at 6%; with 50% employer match about $141,840 at 4% or $94,560 at 6%; with 100% employer match about $106,380 at 4% or $70,920 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-145$9,006,386$1,234,011$8,510iApproximate average salary by contribution assumption: employee only about $212,761 at 4% or $141,840 at 6%; with 50% employer match about $141,840 at 4% or $94,560 at 6%; with 100% employer match about $106,380 at 4% or $70,920 at 6%.
20051108$7,200,341$809,293$7,493iApproximate average salary by contribution assumption: employee only about $187,336 at 4% or $124,891 at 6%; with 50% employer match about $124,891 at 4% or $83,261 at 6%; with 100% employer match about $93,668 at 4% or $62,445 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-108$7,200,341$809,293$7,493iApproximate average salary by contribution assumption: employee only about $187,336 at 4% or $124,891 at 6%; with 50% employer match about $124,891 at 4% or $83,261 at 6%; with 100% employer match about $93,668 at 4% or $62,445 at 6%.
20041110$6,086,894$898,751$8,170iApproximate average salary by contribution assumption: employee only about $204,262 at 4% or $136,174 at 6%; with 50% employer match about $136,174 at 4% or $90,783 at 6%; with 100% employer match about $102,131 at 4% or $68,087 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-110$6,086,894$898,751$8,170iApproximate average salary by contribution assumption: employee only about $204,262 at 4% or $136,174 at 6%; with 50% employer match about $136,174 at 4% or $90,783 at 6%; with 100% employer match about $102,131 at 4% or $68,087 at 6%.
20031104$4,767,179$794,250$7,637iApproximate average salary by contribution assumption: employee only about $190,925 at 4% or $127,284 at 6%; with 50% employer match about $127,284 at 4% or $84,856 at 6%; with 100% employer match about $95,463 at 4% or $63,642 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-104$4,767,179$794,250$7,637iApproximate average salary by contribution assumption: employee only about $190,925 at 4% or $127,284 at 6%; with 50% employer match about $127,284 at 4% or $84,856 at 6%; with 100% employer match about $95,463 at 4% or $63,642 at 6%.
2002195$3,252,370$742,713$7,818iApproximate average salary by contribution assumption: employee only about $195,451 at 4% or $130,301 at 6%; with 50% employer match about $130,301 at 4% or $86,867 at 6%; with 100% employer match about $97,725 at 4% or $65,150 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-95$3,252,370$742,713$7,818iApproximate average salary by contribution assumption: employee only about $195,451 at 4% or $130,301 at 6%; with 50% employer match about $130,301 at 4% or $86,867 at 6%; with 100% employer match about $97,725 at 4% or $65,150 at 6%.
2001178$2,968,554$159$2iApproximate average salary by contribution assumption: employee only about $51 at 4% or $34 at 6%; with 50% employer match about $34 at 4% or $23 at 6%; with 100% employer match about $25 at 4% or $17 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-78$2,968,554$159$2iApproximate average salary by contribution assumption: employee only about $51 at 4% or $34 at 6%; with 50% employer match about $34 at 4% or $23 at 6%; with 100% employer match about $25 at 4% or $17 at 6%.
2000178$0$0-
A. Morton Thomas & Associates Inc. 401K Plan-78---
1999166$2,719,551$692,088$10,486iApproximate average salary by contribution assumption: employee only about $262,155 at 4% or $174,770 at 6%; with 50% employer match about $174,770 at 4% or $116,513 at 6%; with 100% employer match about $131,077 at 4% or $87,385 at 6%.
A. Morton Thomas & Associates Inc. 401K Plan-66$2,719,551$692,088$10,486iApproximate average salary by contribution assumption: employee only about $262,155 at 4% or $174,770 at 6%; with 50% employer match about $174,770 at 4% or $116,513 at 6%; with 100% employer match about $131,077 at 4% or $87,385 at 6%.