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Plan Name | AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN |
Plan identification number | 202 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SOUTHERN COMPANY SERVICES, INC |
Employer identification number (EIN): | 630274273 |
NAIC Classification: | 221100 |
Additional information about SOUTHERN COMPANY SERVICES, INC
Jurisdiction of Incorporation: | Georgia Department of States Corporations Division |
Incorporation Date: | 1949-08-02 |
Company Identification Number: | 573992 |
Legal Registered Office Address: |
30 Ivan Allen Jr. Blvd Atlanta United States of America (USA) 30308 |
More information about SOUTHERN COMPANY SERVICES, INC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
202 | 2017-01-01 | ROBERT B. MORRIS | ROBERT B. MORRIS | 2018-07-13 | |
202 | 2016-01-01 | ROBERT B. MORRIS | ROBERT B. MORRIS | 2017-07-10 |
Measure | Date | Value |
---|---|---|
2017: AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 4,650 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 4,598 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3,908 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 106 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 625 |
Total of all active and inactive participants | 2016-01-01 | 4,639 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 11 |
Total participants | 2016-01-01 | 4,650 |
Number of participants with account balances | 2016-01-01 | 4,462 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 98 |
Measure | Date | Value |
---|---|---|
2017 : AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-729,981 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-729,981 |
Total transfer of assets to this plan | 2017-12-31 | $1,784,704 |
Total transfer of assets from this plan | 2017-12-31 | $798,690,249 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $798,690,249 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Expenses. Interest paid | 2017-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $151,748,544 |
Total loss/gain on sale of assets | 2017-12-31 | $-538,426 |
Total of all expenses incurred | 2017-12-31 | $71,643,047 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $71,138,196 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of total corrective distributions | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $42,166,244 |
Value of total assets at end of year | 2017-12-31 | $798,690,249 |
Value of total assets at beginning of year | 2017-12-31 | $716,800,048 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $504,851 |
Total interest from all sources | 2017-12-31 | $615,758 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $27,650,989 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $25,507,738 |
Assets. Real estate other than employer real property at end of year | 2017-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $26,043,659 |
Participant contributions at end of year | 2017-12-31 | $14,506,238 |
Participant contributions at beginning of year | 2017-12-31 | $13,319,952 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $755,066 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $666,498 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $93,632 |
Assets. Loans (other than to participants) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $798,690,249 |
Other income not declared elsewhere | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $504,851 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $80,105,497 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $716,800,048 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,093 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $560,202,918 |
Interest on participant loans | 2017-12-31 | $612,742 |
Interest earned on other investments | 2017-12-31 | $0 |
Income. Interest from US Government securities | 2017-12-31 | $0 |
Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $76,888,203 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $725,540,112 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,579,508 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,579,508 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $3,016 |
Asset value of US Government securities at end of year | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $81,180,970 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,402,990 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $56,774,959 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $61,828,848 |
Contributions received in cash from employer | 2017-12-31 | $15,456,087 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,858,847 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $2,131,921 |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $2,143,251 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $71,138,196 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $84,932,605 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $85,471,031 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2017-12-31 | 135381590 |
2016 : AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-4,022,845 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-4,022,845 |
Total transfer of assets to this plan | 2016-12-31 | $501,148 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $89,940,545 |
Total loss/gain on sale of assets | 2016-12-31 | $6,515,937 |
Total of all expenses incurred | 2016-12-31 | $55,378,180 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $55,194,536 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $43,908,459 |
Value of total assets at end of year | 2016-12-31 | $716,800,048 |
Value of total assets at beginning of year | 2016-12-31 | $681,736,535 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $183,644 |
Total interest from all sources | 2016-12-31 | $550,278 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $20,447,493 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $17,070,741 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $26,515,096 |
Participant contributions at end of year | 2016-12-31 | $13,319,952 |
Participant contributions at beginning of year | 2016-12-31 | $13,213,254 |
Participant contributions at end of year | 2016-12-31 | $755,066 |
Participant contributions at beginning of year | 2016-12-31 | $721,813 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,504,157 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $93,632 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $72,546 |
Administrative expenses (other) incurred | 2016-12-31 | $183,644 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $34,562,365 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $716,800,048 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $681,736,535 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $560,202,918 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $419,878,685 |
Interest on participant loans | 2016-12-31 | $550,278 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $76,888,203 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $62,148,355 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,579,508 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $21,195,822 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,345,401 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $61,828,848 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $183,772,254 |
Contributions received in cash from employer | 2016-12-31 | $15,889,206 |
Employer contributions (assets) at end of year | 2016-12-31 | $2,131,921 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,929,628 |
Income. Dividends from common stock | 2016-12-31 | $3,376,752 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $55,194,536 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $408,548,351 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $402,032,414 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2016-12-31 | 135381590 |
2017: AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | Yes |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |