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Plan Name | ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ATMOS ENERGY CORPORATION |
Employer identification number (EIN): | 751743247 |
NAIC Classification: | 221210 |
NAIC Description: | Natural Gas Distribution |
Additional information about ATMOS ENERGY CORPORATION
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1997-07-21 |
Company Identification Number: | 0488598 |
Legal Registered Office Address: |
HUNTON & WILLIAMS 951 E BYRD ST RIVERFRONT PLZ E TWR RICHMOND United States of America (USA) 23219-4074 |
More information about ATMOS ENERGY CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | MICHELLE FAULK | |||
002 | 2017-01-01 | MICHELLE FAULK | |||
002 | 2016-01-01 | MICHELLE FAULK | |||
002 | 2015-01-01 | RYAN GINTY | |||
002 | 2014-01-01 | RYAN GINTY | |||
002 | 2013-01-01 | RYAN GINTY | |||
002 | 2012-01-01 | RYAN GINTY | |||
002 | 2011-01-01 | RYAN GINTY | |||
002 | 2010-01-01 | RYAN GINTY | |||
002 | 2009-01-01 | RYAN D. GINTY | RYAN D. GINTY | 2010-07-28 |
Measure | Date | Value |
---|---|---|
2022: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 5,639 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4,812 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 287 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 693 |
Total of all active and inactive participants | 2022-01-01 | 5,792 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 68 |
Total participants | 2022-01-01 | 5,860 |
Number of participants with account balances | 2022-01-01 | 5,675 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 206 |
2021: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 5,635 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4,670 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 914 |
Total of all active and inactive participants | 2021-01-01 | 5,584 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 67 |
Total participants | 2021-01-01 | 5,651 |
Number of participants with account balances | 2021-01-01 | 5,497 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 121 |
2020: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 5,715 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4,651 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 939 |
Total of all active and inactive participants | 2020-01-01 | 5,590 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 61 |
Total participants | 2020-01-01 | 5,651 |
Number of participants with account balances | 2020-01-01 | 5,532 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 80 |
2019: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 5,549 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4,770 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 901 |
Total of all active and inactive participants | 2019-01-01 | 5,671 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 55 |
Total participants | 2019-01-01 | 5,726 |
Number of participants with account balances | 2019-01-01 | 5,585 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 49 |
2018: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 5,469 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4,637 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 874 |
Total of all active and inactive participants | 2018-01-01 | 5,511 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 50 |
Total participants | 2018-01-01 | 5,561 |
Number of participants with account balances | 2018-01-01 | 5,417 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 60 |
2017: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 5,603 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4,538 |
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 | 883 |
Total of all active and inactive participants | 2017-01-01 | 5,421 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 48 |
Total participants | 2017-01-01 | 5,469 |
Number of participants with account balances | 2017-01-01 | 5,370 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 61 |
2016: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 5,580 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4,626 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 934 |
Total of all active and inactive participants | 2016-01-01 | 5,560 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 43 |
Total participants | 2016-01-01 | 5,603 |
Number of participants with account balances | 2016-01-01 | 5,518 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 65 |
2015: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 5,353 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4,755 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 790 |
Total of all active and inactive participants | 2015-01-01 | 5,545 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 35 |
Total participants | 2015-01-01 | 5,580 |
Number of participants with account balances | 2015-01-01 | 5,383 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 50 |
2014: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 5,100 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4,659 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 659 |
Total of all active and inactive participants | 2014-01-01 | 5,318 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 35 |
Total participants | 2014-01-01 | 5,353 |
Number of participants with account balances | 2014-01-01 | 5,251 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 65 |
2013: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 5,095 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4,487 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 578 |
Total of all active and inactive participants | 2013-01-01 | 5,065 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 35 |
Total participants | 2013-01-01 | 5,100 |
Number of participants with account balances | 2013-01-01 | 5,001 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 63 |
2012: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 5,318 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4,526 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 539 |
Total of all active and inactive participants | 2012-01-01 | 5,065 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 30 |
Total participants | 2012-01-01 | 5,095 |
Number of participants with account balances | 2012-01-01 | 4,968 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 41 |
2011: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 5,268 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4,649 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 722 |
Total of all active and inactive participants | 2011-01-01 | 5,371 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 32 |
Total participants | 2011-01-01 | 5,403 |
Number of participants with account balances | 2011-01-01 | 5,318 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 102 |
2010: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 5,340 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4,652 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 589 |
Total of all active and inactive participants | 2010-01-01 | 5,241 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 27 |
Total participants | 2010-01-01 | 5,268 |
Number of participants with account balances | 2010-01-01 | 5,163 |
2009: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 5,009 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4,619 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 697 |
Total of all active and inactive participants | 2009-01-01 | 5,316 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 24 |
Total participants | 2009-01-01 | 5,340 |
Number of participants with account balances | 2009-01-01 | 5,222 |
Measure | Date | Value |
---|---|---|
2022 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $45,812 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $44,883 |
Total income from all sources (including contributions) | 2022-12-31 | $-69,191,195 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $103,700,797 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $103,413,857 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $56,921,509 |
Value of total assets at end of year | 2022-12-31 | $931,207,557 |
Value of total assets at beginning of year | 2022-12-31 | $1,104,098,620 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $286,940 |
Total interest from all sources | 2022-12-31 | $950,309 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $36,509,063 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $30,066,359 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $32,544,661 |
Participant contributions at end of year | 2022-12-31 | $15,914,427 |
Participant contributions at beginning of year | 2022-12-31 | $15,934,830 |
Participant contributions at end of year | 2022-12-31 | $1,210,742 |
Participant contributions at beginning of year | 2022-12-31 | $1,056,697 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,920,666 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $9,129 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $2,708 |
Administrative expenses (other) incurred | 2022-12-31 | $122,491 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $45,812 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $44,883 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-172,891,992 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $931,161,745 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,104,053,737 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $164,449 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $590,925,992 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $774,161,476 |
Interest on participant loans | 2022-12-31 | $950,309 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $65,567,979 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $49,525,081 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-164,628,058 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $1,053,274 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $250,331,115 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $256,722,495 |
Contributions received in cash from employer | 2022-12-31 | $22,456,182 |
Employer contributions (assets) at end of year | 2022-12-31 | $7,248,173 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $6,698,041 |
Income. Dividends from common stock | 2022-12-31 | $6,442,704 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $103,413,857 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WHITLEY PENN LLP |
Accountancy firm EIN | 2022-12-31 | 752393478 |
2021 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $44,883 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $47,374 |
Total income from all sources (including contributions) | 2021-12-31 | $189,341,318 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $115,816,421 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $115,328,956 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $53,897,605 |
Value of total assets at end of year | 2021-12-31 | $1,104,098,620 |
Value of total assets at beginning of year | 2021-12-31 | $1,030,576,214 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $487,465 |
Total interest from all sources | 2021-12-31 | $1,078,152 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $61,818,431 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $55,304,767 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $30,874,335 |
Participant contributions at end of year | 2021-12-31 | $15,934,830 |
Participant contributions at beginning of year | 2021-12-31 | $17,293,754 |
Participant contributions at end of year | 2021-12-31 | $1,056,697 |
Participant contributions at beginning of year | 2021-12-31 | $966,444 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,972,719 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $22 |
Administrative expenses (other) incurred | 2021-12-31 | $273,178 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $44,883 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $47,374 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $73,524,897 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,104,053,737 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,030,528,840 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $214,287 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $774,161,476 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $698,861,241 |
Interest on participant loans | 2021-12-31 | $1,078,152 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $49,525,081 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $48,501,156 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $71,654,295 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $892,813 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $256,722,495 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $258,933,500 |
Contributions received in cash from employer | 2021-12-31 | $21,050,551 |
Employer contributions (assets) at end of year | 2021-12-31 | $6,698,041 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $6,020,119 |
Income. Dividends from common stock | 2021-12-31 | $6,513,664 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $115,328,956 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WHITLEY PENN LLP |
Accountancy firm EIN | 2021-12-31 | 752393478 |
2020 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $47,374 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $50,892 |
Total income from all sources (including contributions) | 2020-12-31 | $139,698,092 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $100,002,985 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $99,567,737 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $51,539,834 |
Value of total assets at end of year | 2020-12-31 | $1,030,576,214 |
Value of total assets at beginning of year | 2020-12-31 | $990,884,625 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $435,248 |
Total interest from all sources | 2020-12-31 | $1,119,982 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $39,201,742 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $32,516,730 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $30,211,694 |
Participant contributions at end of year | 2020-12-31 | $17,293,754 |
Participant contributions at beginning of year | 2020-12-31 | $17,571,378 |
Participant contributions at end of year | 2020-12-31 | $966,444 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,615,510 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $49,587 |
Other income not declared elsewhere | 2020-12-31 | $1,480 |
Administrative expenses (other) incurred | 2020-12-31 | $264,044 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $47,374 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $50,892 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $39,695,107 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,030,528,840 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $990,833,733 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $171,204 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $698,861,241 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $594,494,517 |
Interest on participant loans | 2020-12-31 | $1,119,982 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $48,501,156 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $38,717,466 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $46,864,501 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $970,553 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $258,933,500 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $340,051,677 |
Contributions received in cash from employer | 2020-12-31 | $19,712,630 |
Employer contributions (assets) at end of year | 2020-12-31 | $6,020,119 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $6,685,012 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $99,567,737 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | WHITLEY PENN LLP |
Accountancy firm EIN | 2020-12-31 | 752393478 |
2019 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $50,892 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $47,051 |
Total income from all sources (including contributions) | 2019-12-31 | $237,878,679 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $96,996,368 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $96,492,977 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $47,481,147 |
Value of total assets at end of year | 2019-12-31 | $990,884,625 |
Value of total assets at beginning of year | 2019-12-31 | $849,998,473 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $503,391 |
Total interest from all sources | 2019-12-31 | $1,103,729 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $34,237,057 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $27,334,571 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $28,290,984 |
Participant contributions at end of year | 2019-12-31 | $17,571,378 |
Participant contributions at beginning of year | 2019-12-31 | $15,659,188 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,476,521 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $49,587 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $9,818 |
Administrative expenses (other) incurred | 2019-12-31 | $372,857 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $50,892 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $47,051 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $140,882,311 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $990,833,733 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $849,951,422 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $130,534 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $594,494,517 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $473,782,926 |
Interest on participant loans | 2019-12-31 | $1,103,729 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $38,717,466 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $40,765,492 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $154,143,761 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $903,167 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $340,051,677 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $319,790,867 |
Contributions received in cash from employer | 2019-12-31 | $17,713,642 |
Income. Dividends from common stock | 2019-12-31 | $6,902,486 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $96,492,977 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | WHITLEY PENN LLP |
Accountancy firm EIN | 2019-12-31 | 752393478 |
2018 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $47,051 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $51,241 |
Total income from all sources (including contributions) | 2018-12-31 | $53,664,731 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $65,448,143 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $64,991,374 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $44,123,471 |
Value of total assets at end of year | 2018-12-31 | $849,998,473 |
Value of total assets at beginning of year | 2018-12-31 | $861,786,075 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $456,769 |
Total interest from all sources | 2018-12-31 | $906,817 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $39,119,810 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $32,024,361 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $26,528,379 |
Participant contributions at end of year | 2018-12-31 | $15,659,188 |
Participant contributions at beginning of year | 2018-12-31 | $15,590,198 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,101,084 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $12,903 |
Administrative expenses (other) incurred | 2018-12-31 | $277,837 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $47,051 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $51,241 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $733,212 |
Value of net income/loss | 2018-12-31 | $-11,783,412 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $849,951,422 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $861,734,834 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $178,932 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $473,782,926 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $487,477,762 |
Interest on participant loans | 2018-12-31 | $906,817 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $40,765,492 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $32,833,313 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-31,227,335 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $729,065 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $319,790,867 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $325,884,802 |
Contributions received in cash from employer | 2018-12-31 | $15,760,796 |
Income. Dividends from common stock | 2018-12-31 | $7,095,449 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $64,991,374 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | WHITLEY PENN LLP |
Accountancy firm EIN | 2018-12-31 | 752393478 |
2017 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $43,258,376 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $43,258,376 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $51,241 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $179,441,965 |
Total loss/gain on sale of assets | 2017-12-31 | $4,867,695 |
Total of all expenses incurred | 2017-12-31 | $74,983,691 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $74,758,762 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $41,417,181 |
Value of total assets at end of year | 2017-12-31 | $861,786,075 |
Value of total assets at beginning of year | 2017-12-31 | $757,276,560 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $224,929 |
Total interest from all sources | 2017-12-31 | $873,306 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $33,959,644 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $26,669,803 |
Administrative expenses professional fees incurred | 2017-12-31 | $51,003 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
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 | $24,784,177 |
Participant contributions at end of year | 2017-12-31 | $15,590,198 |
Participant contributions at beginning of year | 2017-12-31 | $17,177,640 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,297,567 |
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 | $101,424 |
Other income not declared elsewhere | 2017-12-31 | $677,404 |
Administrative expenses (other) incurred | 2017-12-31 | $173,926 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $51,241 |
Liabilities. Value of operating payables at beginning 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 | $3,869,687 |
Value of net income/loss | 2017-12-31 | $104,458,274 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $861,734,834 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $757,276,560 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $487,477,762 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $386,438,616 |
Interest on participant loans | 2017-12-31 | $873,306 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $32,833,313 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $35,694,055 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $53,739,002 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $649,357 |
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 | $325,884,802 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $317,864,825 |
Contributions received in cash from employer | 2017-12-31 | $11,465,750 |
Income. Dividends from common stock | 2017-12-31 | $7,289,841 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $74,758,762 |
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 | $4,867,695 |
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 | WHITLEY PENN LLP |
Accountancy firm EIN | 2017-12-31 | 752393478 |
2016 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $43,195,114 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $43,195,114 |
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 | $128,362,532 |
Total loss/gain on sale of assets | 2016-12-31 | $5,513,667 |
Total of all expenses incurred | 2016-12-31 | $53,455,737 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $53,235,970 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $41,192,880 |
Value of total assets at end of year | 2016-12-31 | $757,276,560 |
Value of total assets at beginning of year | 2016-12-31 | $682,369,765 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $219,767 |
Total interest from all sources | 2016-12-31 | $1,035,183 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $23,128,590 |
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 | $15,689,700 |
Administrative expenses professional fees incurred | 2016-12-31 | $21,834 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
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 | $24,596,989 |
Participant contributions at end of year | 2016-12-31 | $17,177,640 |
Participant contributions at beginning of year | 2016-12-31 | $21,195,978 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,221,504 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $101,424 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $25,306,664 |
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 |
Income. Non cash contributions | 2016-12-31 | $12,333,758 |
Value of net income/loss | 2016-12-31 | $74,906,795 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $757,276,560 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $682,369,765 |
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 |
Investment advisory and management fees | 2016-12-31 | $197,933 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $386,438,616 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $327,947,297 |
Interest on participant loans | 2016-12-31 | $1,035,183 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $35,694,055 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $31,441,231 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $13,644,355 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $652,743 |
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 | $317,864,825 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $276,478,595 |
Contributions received in cash from employer | 2016-12-31 | $3,040,629 |
Income. Dividends from common stock | 2016-12-31 | $7,438,890 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $53,235,970 |
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 | $5,513,667 |
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 | WHITLEY PENN LLP |
Accountancy firm EIN | 2016-12-31 | 752393478 |
2015 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $31,827,780 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $31,827,780 |
Total transfer of assets to this plan | 2015-12-31 | $25,146,700 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $79,224,758 |
Total loss/gain on sale of assets | 2015-12-31 | $522,502 |
Total of all expenses incurred | 2015-12-31 | $47,571,701 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $47,397,562 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $37,008,405 |
Value of total assets at end of year | 2015-12-31 | $682,369,765 |
Value of total assets at beginning of year | 2015-12-31 | $625,570,008 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $174,139 |
Total interest from all sources | 2015-12-31 | $1,098,170 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $26,688,313 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $19,678,548 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $22,346,808 |
Participant contributions at end of year | 2015-12-31 | $21,195,978 |
Participant contributions at beginning of year | 2015-12-31 | $20,208,647 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $909,296 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $25,306,664 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $326,279 |
Administrative expenses (other) incurred | 2015-12-31 | $174,139 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $11,647,460 |
Value of net income/loss | 2015-12-31 | $31,653,057 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $682,369,765 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $625,570,008 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $327,947,297 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $334,538,206 |
Interest on participant loans | 2015-12-31 | $1,098,170 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $31,441,231 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $22,308,854 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-18,127,257 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $206,845 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $276,478,595 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $247,968,285 |
Contributions received in cash from employer | 2015-12-31 | $2,104,841 |
Income. Dividends from common stock | 2015-12-31 | $7,009,765 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $47,397,562 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $219,737 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $522,502 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | WHITLEY PENN LLP |
Accountancy firm EIN | 2015-12-31 | 752393478 |
2014 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $43,793,221 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $43,793,221 |
Total transfer of assets to this plan | 2014-12-31 | $13,526,781 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $106,821,212 |
Total loss/gain on sale of assets | 2014-12-31 | $2,358,340 |
Total of all expenses incurred | 2014-12-31 | $37,162,191 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $36,945,215 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $34,135,004 |
Value of total assets at end of year | 2014-12-31 | $625,570,008 |
Value of total assets at beginning of year | 2014-12-31 | $542,384,206 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $216,976 |
Total interest from all sources | 2014-12-31 | $1,001,280 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $27,419,522 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $20,732,820 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $20,845,844 |
Participant contributions at end of year | 2014-12-31 | $20,208,647 |
Participant contributions at beginning of year | 2014-12-31 | $18,331,798 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $544,900 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $326,279 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $41,467 |
Administrative expenses (other) incurred | 2014-12-31 | $216,976 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Income. Non cash contributions | 2014-12-31 | $10,993,607 |
Value of net income/loss | 2014-12-31 | $69,659,021 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $625,570,008 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $542,384,206 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $334,538,206 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $301,907,503 |
Interest on participant loans | 2014-12-31 | $1,001,280 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $22,308,854 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $19,119,872 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-2,354,095 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $467,940 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $247,968,285 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $202,827,448 |
Contributions received in cash from employer | 2014-12-31 | $1,750,653 |
Income. Dividends from common stock | 2014-12-31 | $6,686,702 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $36,945,215 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $219,737 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $156,118 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $2,358,340 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | WHITLEY PENN LLP |
Accountancy firm EIN | 2014-12-31 | 752393478 |
2013 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $42,382,235 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $42,382,235 |
Total transfer of assets to this plan | 2013-12-31 | $27,282 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $142,246,992 |
Total loss/gain on sale of assets | 2013-12-31 | $3,526,041 |
Total of all expenses incurred | 2013-12-31 | $30,705,357 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $30,487,747 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $32,094,249 |
Value of total assets at end of year | 2013-12-31 | $542,384,206 |
Value of total assets at beginning of year | 2013-12-31 | $430,815,289 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $217,610 |
Total interest from all sources | 2013-12-31 | $1,010,887 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $17,958,246 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $11,694,041 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $19,525,427 |
Participant contributions at end of year | 2013-12-31 | $18,331,798 |
Participant contributions at beginning of year | 2013-12-31 | $17,816,117 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $683,662 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,099,144 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $41,467 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $126,746 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $111,541,635 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $542,384,206 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $430,815,289 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $166,044 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $301,907,503 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $236,828,146 |
Interest on participant loans | 2013-12-31 | $1,010,887 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $19,119,872 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $19,032,669 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $45,388,965 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-113,631 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $202,827,448 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $155,061,013 |
Contributions received in cash from employer | 2013-12-31 | $11,469,678 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,097,071 |
Income. Dividends from common stock | 2013-12-31 | $6,264,205 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $30,487,747 |
Contract administrator fees | 2013-12-31 | $51,566 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $156,118 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $169,865 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $3,526,041 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | WHITLEY PENN LLP |
Accountancy firm EIN | 2013-12-31 | 752393478 |
2012 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $7,198,941 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $7,198,941 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $77,390,611 |
Total loss/gain on sale of assets | 2012-12-31 | $696,782 |
Total of all expenses incurred | 2012-12-31 | $31,649,569 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $31,429,814 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $30,636,726 |
Value of total assets at end of year | 2012-12-31 | $430,815,289 |
Value of total assets at beginning of year | 2012-12-31 | $385,074,247 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $219,755 |
Total interest from all sources | 2012-12-31 | $901,081 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $13,730,277 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $7,664,294 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $19,225,675 |
Participant contributions at end of year | 2012-12-31 | $17,816,117 |
Participant contributions at beginning of year | 2012-12-31 | $16,450,864 |
Participant contributions at end of year | 2012-12-31 | $683,662 |
Participant contributions at beginning of year | 2012-12-31 | $659,783 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $347,962 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $126,746 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $24,236 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Income. Non cash contributions | 2012-12-31 | $10,327,501 |
Value of net income/loss | 2012-12-31 | $45,741,042 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $430,815,289 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $385,074,247 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $169,360 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $236,828,146 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $205,167,760 |
Interest on participant loans | 2012-12-31 | $901,081 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $19,032,669 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $18,512,900 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $23,704,007 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $522,797 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $155,061,013 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $143,239,468 |
Contributions received in cash from employer | 2012-12-31 | $735,588 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,097,071 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $785,394 |
Income. Dividends from common stock | 2012-12-31 | $6,065,983 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $31,429,814 |
Contract administrator fees | 2012-12-31 | $50,395 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $169,865 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $233,842 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $696,782 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | WHITLEY PENN LLP |
Accountancy firm EIN | 2012-12-31 | 752393478 |
2011 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $8,016,156 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $8,016,156 |
Total transfer of assets to this plan | 2011-12-31 | $75,592 |
Total income from all sources (including contributions) | 2011-12-31 | $43,484,869 |
Total loss/gain on sale of assets | 2011-12-31 | $621,310 |
Total of all expenses incurred | 2011-12-31 | $17,347,160 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $17,124,635 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $29,683,310 |
Value of total assets at end of year | 2011-12-31 | $385,074,247 |
Value of total assets at beginning of year | 2011-12-31 | $358,860,946 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $222,525 |
Total interest from all sources | 2011-12-31 | $891,214 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $12,513,677 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $6,889,089 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $18,738,554 |
Participant contributions at end of year | 2011-12-31 | $16,450,864 |
Participant contributions at beginning of year | 2011-12-31 | $15,161,034 |
Participant contributions at end of year | 2011-12-31 | $659,783 |
Participant contributions at beginning of year | 2011-12-31 | $643,005 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $431,015 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $24,236 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $35,495 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Income. Non cash contributions | 2011-12-31 | $10,117,952 |
Value of net income/loss | 2011-12-31 | $26,137,709 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $385,074,247 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $358,860,946 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $167,124 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $205,167,760 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $201,397,241 |
Interest on participant loans | 2011-12-31 | $891,214 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $18,512,900 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $16,287,783 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-8,807,389 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $566,591 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $143,239,468 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $124,555,479 |
Contributions received in cash from employer | 2011-12-31 | $395,789 |
Employer contributions (assets) at end of year | 2011-12-31 | $785,394 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $382,617 |
Income. Dividends from common stock | 2011-12-31 | $5,624,588 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $17,124,635 |
Contract administrator fees | 2011-12-31 | $55,401 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $233,842 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $398,292 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $621,310 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | WHITLEY PENN LLP |
Accountancy firm EIN | 2011-12-31 | 752393478 |
2010 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $7,556,394 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $7,556,394 |
Total transfer of assets to this plan | 2010-12-31 | $21,644 |
Total income from all sources (including contributions) | 2010-12-31 | $68,585,375 |
Total loss/gain on sale of assets | 2010-12-31 | $-82,313 |
Total of all expenses incurred | 2010-12-31 | $17,744,036 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $17,528,557 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $28,240,144 |
Value of total assets at end of year | 2010-12-31 | $358,860,946 |
Value of total assets at beginning of year | 2010-12-31 | $307,997,963 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $215,479 |
Total interest from all sources | 2010-12-31 | $903,380 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $9,035,412 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $3,817,732 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $17,921,320 |
Participant contributions at end of year | 2010-12-31 | $15,161,034 |
Participant contributions at beginning of year | 2010-12-31 | $13,525,874 |
Participant contributions at end of year | 2010-12-31 | $643,005 |
Participant contributions at beginning of year | 2010-12-31 | $603,098 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $565,242 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $35,495 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $45,612 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $50,841,339 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $358,860,946 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $307,997,963 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $154,978 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $201,397,241 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $170,379,982 |
Interest on participant loans | 2010-12-31 | $903,380 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $16,287,783 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $12,879,067 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $22,206,462 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $725,896 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $124,555,479 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $109,842,000 |
Contributions received in cash from employer | 2010-12-31 | $9,753,582 |
Employer contributions (assets) at end of year | 2010-12-31 | $382,617 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $361,425 |
Income. Dividends from common stock | 2010-12-31 | $5,217,680 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $17,528,557 |
Contract administrator fees | 2010-12-31 | $60,501 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $398,292 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $360,905 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $11,260,699 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $11,343,012 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | WHITLEY PENN LLP |
Accountancy firm EIN | 2010-12-31 | 752393478 |
2022: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 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 | No |
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: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 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 |
2015: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |