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ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST
Plan identification number 002

ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ATMOS ENERGY CORPORATION has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01MICHELLE FAULK
0022017-01-01MICHELLE FAULK
0022016-01-01MICHELLE FAULK
0022015-01-01RYAN GINTY
0022014-01-01RYAN GINTY
0022013-01-01RYAN GINTY
0022012-01-01RYAN GINTY
0022011-01-01RYAN GINTY
0022010-01-01RYAN GINTY
0022009-01-01RYAN D. GINTY RYAN D. GINTY2010-07-28

Plan Statistics for ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST

401k plan membership statisitcs for ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST

Measure Date Value
2022: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-015,639
Total number of active participants reported on line 7a of the Form 55002022-01-014,812
Number of retired or separated participants receiving benefits2022-01-01287
Number of other retired or separated participants entitled to future benefits2022-01-01693
Total of all active and inactive participants2022-01-015,792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0168
Total participants2022-01-015,860
Number of participants with account balances2022-01-015,675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01206
2021: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-015,635
Total number of active participants reported on line 7a of the Form 55002021-01-014,670
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01914
Total of all active and inactive participants2021-01-015,584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0167
Total participants2021-01-015,651
Number of participants with account balances2021-01-015,497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01121
2020: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-015,715
Total number of active participants reported on line 7a of the Form 55002020-01-014,651
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01939
Total of all active and inactive participants2020-01-015,590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0161
Total participants2020-01-015,651
Number of participants with account balances2020-01-015,532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0180
2019: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-015,549
Total number of active participants reported on line 7a of the Form 55002019-01-014,770
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01901
Total of all active and inactive participants2019-01-015,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0155
Total participants2019-01-015,726
Number of participants with account balances2019-01-015,585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0149
2018: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-015,469
Total number of active participants reported on line 7a of the Form 55002018-01-014,637
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01874
Total of all active and inactive participants2018-01-015,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0150
Total participants2018-01-015,561
Number of participants with account balances2018-01-015,417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0160
2017: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-015,603
Total number of active participants reported on line 7a of the Form 55002017-01-014,538
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01883
Total of all active and inactive participants2017-01-015,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0148
Total participants2017-01-015,469
Number of participants with account balances2017-01-015,370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0161
2016: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-015,580
Total number of active participants reported on line 7a of the Form 55002016-01-014,626
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01934
Total of all active and inactive participants2016-01-015,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0143
Total participants2016-01-015,603
Number of participants with account balances2016-01-015,518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0165
2015: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-015,353
Total number of active participants reported on line 7a of the Form 55002015-01-014,755
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01790
Total of all active and inactive participants2015-01-015,545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0135
Total participants2015-01-015,580
Number of participants with account balances2015-01-015,383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0150
2014: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-015,100
Total number of active participants reported on line 7a of the Form 55002014-01-014,659
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01659
Total of all active and inactive participants2014-01-015,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0135
Total participants2014-01-015,353
Number of participants with account balances2014-01-015,251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0165
2013: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-015,095
Total number of active participants reported on line 7a of the Form 55002013-01-014,487
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01578
Total of all active and inactive participants2013-01-015,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0135
Total participants2013-01-015,100
Number of participants with account balances2013-01-015,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0163
2012: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-015,318
Total number of active participants reported on line 7a of the Form 55002012-01-014,526
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01539
Total of all active and inactive participants2012-01-015,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0130
Total participants2012-01-015,095
Number of participants with account balances2012-01-014,968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0141
2011: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-015,268
Total number of active participants reported on line 7a of the Form 55002011-01-014,649
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01722
Total of all active and inactive participants2011-01-015,371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0132
Total participants2011-01-015,403
Number of participants with account balances2011-01-015,318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01102
2010: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-015,340
Total number of active participants reported on line 7a of the Form 55002010-01-014,652
Number of other retired or separated participants entitled to future benefits2010-01-01589
Total of all active and inactive participants2010-01-015,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0127
Total participants2010-01-015,268
Number of participants with account balances2010-01-015,163
2009: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-015,009
Total number of active participants reported on line 7a of the Form 55002009-01-014,619
Number of other retired or separated participants entitled to future benefits2009-01-01697
Total of all active and inactive participants2009-01-015,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0124
Total participants2009-01-015,340
Number of participants with account balances2009-01-015,222

Financial Data on ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST

Measure Date Value
2022 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$103,700,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$931,207,557
Value of total assets at beginning of year2022-12-31$1,104,098,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$286,940
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$30,066,359
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$32,544,661
Participant contributions at end of year2022-12-31$15,914,427
Participant contributions at beginning of year2022-12-31$15,934,830
Participant contributions at end of year2022-12-31$1,210,742
Participant contributions at beginning of year2022-12-31$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 year2022-12-31$9,129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$2,708
Administrative expenses (other) incurred2022-12-31$122,491
Liabilities. Value of operating payables at end of year2022-12-31$45,812
Liabilities. Value of operating payables at beginning of year2022-12-31$44,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$164,449
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$590,925,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$774,161,476
Interest on participant loans2022-12-31$950,309
Value of interest in common/collective trusts at end of year2022-12-31$65,567,979
Value of interest in common/collective trusts at beginning of year2022-12-31$49,525,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-164,628,058
Net investment gain or loss from common/collective trusts2022-12-31$1,053,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$250,331,115
Assets. Invements in employer securities at beginning of year2022-12-31$256,722,495
Contributions received in cash from employer2022-12-31$22,456,182
Employer contributions (assets) at end of year2022-12-31$7,248,173
Employer contributions (assets) at beginning of year2022-12-31$6,698,041
Income. Dividends from common stock2022-12-31$6,442,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$103,413,857
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WHITLEY PENN LLP
Accountancy firm EIN2022-12-31752393478
2021 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$115,816,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$1,104,098,620
Value of total assets at beginning of year2021-12-31$1,030,576,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$487,465
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$55,304,767
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$30,874,335
Participant contributions at end of year2021-12-31$15,934,830
Participant contributions at beginning of year2021-12-31$17,293,754
Participant contributions at end of year2021-12-31$1,056,697
Participant contributions at beginning of year2021-12-31$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 year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$22
Administrative expenses (other) incurred2021-12-31$273,178
Liabilities. Value of operating payables at end of year2021-12-31$44,883
Liabilities. Value of operating payables at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$214,287
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$774,161,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$698,861,241
Interest on participant loans2021-12-31$1,078,152
Value of interest in common/collective trusts at end of year2021-12-31$49,525,081
Value of interest in common/collective trusts at beginning of year2021-12-31$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 trusts2021-12-31$892,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$256,722,495
Assets. Invements in employer securities at beginning of year2021-12-31$258,933,500
Contributions received in cash from employer2021-12-31$21,050,551
Employer contributions (assets) at end of year2021-12-31$6,698,041
Employer contributions (assets) at beginning of year2021-12-31$6,020,119
Income. Dividends from common stock2021-12-31$6,513,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$115,328,956
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WHITLEY PENN LLP
Accountancy firm EIN2021-12-31752393478
2020 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$100,002,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$1,030,576,214
Value of total assets at beginning of year2020-12-31$990,884,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$435,248
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$32,516,730
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$30,211,694
Participant contributions at end of year2020-12-31$17,293,754
Participant contributions at beginning of year2020-12-31$17,571,378
Participant contributions at end of year2020-12-31$966,444
Participant contributions at beginning of year2020-12-31$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 year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$49,587
Other income not declared elsewhere2020-12-31$1,480
Administrative expenses (other) incurred2020-12-31$264,044
Liabilities. Value of operating payables at end of year2020-12-31$47,374
Liabilities. Value of operating payables at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$171,204
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$698,861,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$594,494,517
Interest on participant loans2020-12-31$1,119,982
Value of interest in common/collective trusts at end of year2020-12-31$48,501,156
Value of interest in common/collective trusts at beginning of year2020-12-31$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 trusts2020-12-31$970,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$258,933,500
Assets. Invements in employer securities at beginning of year2020-12-31$340,051,677
Contributions received in cash from employer2020-12-31$19,712,630
Employer contributions (assets) at end of year2020-12-31$6,020,119
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from common stock2020-12-31$6,685,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$99,567,737
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WHITLEY PENN LLP
Accountancy firm EIN2020-12-31752393478
2019 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$96,996,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$990,884,625
Value of total assets at beginning of year2019-12-31$849,998,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$503,391
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$27,334,571
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$28,290,984
Participant contributions at end of year2019-12-31$17,571,378
Participant contributions at beginning of year2019-12-31$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 year2019-12-31$49,587
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$9,818
Administrative expenses (other) incurred2019-12-31$372,857
Liabilities. Value of operating payables at end of year2019-12-31$50,892
Liabilities. Value of operating payables at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$130,534
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$594,494,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$473,782,926
Interest on participant loans2019-12-31$1,103,729
Value of interest in common/collective trusts at end of year2019-12-31$38,717,466
Value of interest in common/collective trusts at beginning of year2019-12-31$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 trusts2019-12-31$903,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$340,051,677
Assets. Invements in employer securities at beginning of year2019-12-31$319,790,867
Contributions received in cash from employer2019-12-31$17,713,642
Income. Dividends from common stock2019-12-31$6,902,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$96,492,977
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WHITLEY PENN LLP
Accountancy firm EIN2019-12-31752393478
2018 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$65,448,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$849,998,473
Value of total assets at beginning of year2018-12-31$861,786,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$456,769
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$32,024,361
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$26,528,379
Participant contributions at end of year2018-12-31$15,659,188
Participant contributions at beginning of year2018-12-31$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 year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$12,903
Administrative expenses (other) incurred2018-12-31$277,837
Liabilities. Value of operating payables at end of year2018-12-31$47,051
Liabilities. Value of operating payables at beginning of year2018-12-31$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 appraiser2018-12-31No
Income. Non cash contributions2018-12-31$733,212
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$178,932
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$473,782,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$487,477,762
Interest on participant loans2018-12-31$906,817
Value of interest in common/collective trusts at end of year2018-12-31$40,765,492
Value of interest in common/collective trusts at beginning of year2018-12-31$32,833,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-31,227,335
Net investment gain or loss from common/collective trusts2018-12-31$729,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$319,790,867
Assets. Invements in employer securities at beginning of year2018-12-31$325,884,802
Contributions received in cash from employer2018-12-31$15,760,796
Income. Dividends from common stock2018-12-31$7,095,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$64,991,374
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WHITLEY PENN LLP
Accountancy firm EIN2018-12-31752393478
2017 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$43,258,376
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$4,867,695
Total of all expenses incurred2017-12-31$74,983,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$861,786,075
Value of total assets at beginning of year2017-12-31$757,276,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$224,929
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$26,669,803
Administrative expenses professional fees incurred2017-12-31$51,003
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$24,784,177
Participant contributions at end of year2017-12-31$15,590,198
Participant contributions at beginning of year2017-12-31$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 year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$101,424
Other income not declared elsewhere2017-12-31$677,404
Administrative expenses (other) incurred2017-12-31$173,926
Liabilities. Value of operating payables at end of year2017-12-31$51,241
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$3,869,687
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$487,477,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$386,438,616
Interest on participant loans2017-12-31$873,306
Value of interest in common/collective trusts at end of year2017-12-31$32,833,313
Value of interest in common/collective trusts at beginning of year2017-12-31$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 trusts2017-12-31$649,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$325,884,802
Assets. Invements in employer securities at beginning of year2017-12-31$317,864,825
Contributions received in cash from employer2017-12-31$11,465,750
Income. Dividends from common stock2017-12-31$7,289,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$74,758,762
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$4,867,695
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WHITLEY PENN LLP
Accountancy firm EIN2017-12-31752393478
2016 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$43,195,114
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$5,513,667
Total of all expenses incurred2016-12-31$53,455,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$757,276,560
Value of total assets at beginning of year2016-12-31$682,369,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$219,767
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$15,689,700
Administrative expenses professional fees incurred2016-12-31$21,834
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$24,596,989
Participant contributions at end of year2016-12-31$17,177,640
Participant contributions at beginning of year2016-12-31$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 year2016-12-31$101,424
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$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 appraiser2016-12-31No
Income. Non cash contributions2016-12-31$12,333,758
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$197,933
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$386,438,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$327,947,297
Interest on participant loans2016-12-31$1,035,183
Value of interest in common/collective trusts at end of year2016-12-31$35,694,055
Value of interest in common/collective trusts at beginning of year2016-12-31$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 trusts2016-12-31$652,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$317,864,825
Assets. Invements in employer securities at beginning of year2016-12-31$276,478,595
Contributions received in cash from employer2016-12-31$3,040,629
Income. Dividends from common stock2016-12-31$7,438,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$53,235,970
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$5,513,667
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WHITLEY PENN LLP
Accountancy firm EIN2016-12-31752393478
2015 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$31,827,780
Total unrealized appreciation/depreciation of assets2015-12-31$31,827,780
Total transfer of assets to this plan2015-12-31$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 assets2015-12-31$522,502
Total of all expenses incurred2015-12-31$47,571,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$682,369,765
Value of total assets at beginning of year2015-12-31$625,570,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$174,139
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$19,678,548
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$22,346,808
Participant contributions at end of year2015-12-31$21,195,978
Participant contributions at beginning of year2015-12-31$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 year2015-12-31$25,306,664
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$326,279
Administrative expenses (other) incurred2015-12-31$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 appraiser2015-12-31No
Income. Non cash contributions2015-12-31$11,647,460
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$327,947,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$334,538,206
Interest on participant loans2015-12-31$1,098,170
Value of interest in common/collective trusts at end of year2015-12-31$31,441,231
Value of interest in common/collective trusts at beginning of year2015-12-31$22,308,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-18,127,257
Net investment gain or loss from common/collective trusts2015-12-31$206,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$276,478,595
Assets. Invements in employer securities at beginning of year2015-12-31$247,968,285
Contributions received in cash from employer2015-12-31$2,104,841
Income. Dividends from common stock2015-12-31$7,009,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$47,397,562
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$219,737
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$522,502
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WHITLEY PENN LLP
Accountancy firm EIN2015-12-31752393478
2014 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$43,793,221
Total unrealized appreciation/depreciation of assets2014-12-31$43,793,221
Total transfer of assets to this plan2014-12-31$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 assets2014-12-31$2,358,340
Total of all expenses incurred2014-12-31$37,162,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$625,570,008
Value of total assets at beginning of year2014-12-31$542,384,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$216,976
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$20,732,820
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$20,845,844
Participant contributions at end of year2014-12-31$20,208,647
Participant contributions at beginning of year2014-12-31$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 year2014-12-31$326,279
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$41,467
Administrative expenses (other) incurred2014-12-31$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 appraiser2014-12-31No
Income. Non cash contributions2014-12-31$10,993,607
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$334,538,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$301,907,503
Interest on participant loans2014-12-31$1,001,280
Value of interest in common/collective trusts at end of year2014-12-31$22,308,854
Value of interest in common/collective trusts at beginning of year2014-12-31$19,119,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,354,095
Net investment gain or loss from common/collective trusts2014-12-31$467,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$247,968,285
Assets. Invements in employer securities at beginning of year2014-12-31$202,827,448
Contributions received in cash from employer2014-12-31$1,750,653
Income. Dividends from common stock2014-12-31$6,686,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$36,945,215
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$219,737
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$156,118
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,358,340
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WHITLEY PENN LLP
Accountancy firm EIN2014-12-31752393478
2013 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$42,382,235
Total unrealized appreciation/depreciation of assets2013-12-31$42,382,235
Total transfer of assets to this plan2013-12-31$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 assets2013-12-31$3,526,041
Total of all expenses incurred2013-12-31$30,705,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$542,384,206
Value of total assets at beginning of year2013-12-31$430,815,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$217,610
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$11,694,041
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$19,525,427
Participant contributions at end of year2013-12-31$18,331,798
Participant contributions at beginning of year2013-12-31$17,816,117
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$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 year2013-12-31$41,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$166,044
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$301,907,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$236,828,146
Interest on participant loans2013-12-31$1,010,887
Value of interest in common/collective trusts at end of year2013-12-31$19,119,872
Value of interest in common/collective trusts at beginning of year2013-12-31$19,032,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$45,388,965
Net investment gain or loss from common/collective trusts2013-12-31$-113,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$202,827,448
Assets. Invements in employer securities at beginning of year2013-12-31$155,061,013
Contributions received in cash from employer2013-12-31$11,469,678
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$1,097,071
Income. Dividends from common stock2013-12-31$6,264,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$30,487,747
Contract administrator fees2013-12-31$51,566
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$156,118
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$169,865
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$3,526,041
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WHITLEY PENN LLP
Accountancy firm EIN2013-12-31752393478
2012 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$7,198,941
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$696,782
Total of all expenses incurred2012-12-31$31,649,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$430,815,289
Value of total assets at beginning of year2012-12-31$385,074,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$219,755
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$7,664,294
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$19,225,675
Participant contributions at end of year2012-12-31$17,816,117
Participant contributions at beginning of year2012-12-31$16,450,864
Participant contributions at end of year2012-12-31$683,662
Participant contributions at beginning of year2012-12-31$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 year2012-12-31$126,746
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$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 appraiser2012-12-31No
Income. Non cash contributions2012-12-31$10,327,501
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$169,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$236,828,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$205,167,760
Interest on participant loans2012-12-31$901,081
Value of interest in common/collective trusts at end of year2012-12-31$19,032,669
Value of interest in common/collective trusts at beginning of year2012-12-31$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 trusts2012-12-31$522,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$155,061,013
Assets. Invements in employer securities at beginning of year2012-12-31$143,239,468
Contributions received in cash from employer2012-12-31$735,588
Employer contributions (assets) at end of year2012-12-31$1,097,071
Employer contributions (assets) at beginning of year2012-12-31$785,394
Income. Dividends from common stock2012-12-31$6,065,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$31,429,814
Contract administrator fees2012-12-31$50,395
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$169,865
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$233,842
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$696,782
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WHITLEY PENN LLP
Accountancy firm EIN2012-12-31752393478
2011 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$8,016,156
Total unrealized appreciation/depreciation of assets2011-12-31$8,016,156
Total transfer of assets to this plan2011-12-31$75,592
Total income from all sources (including contributions)2011-12-31$43,484,869
Total loss/gain on sale of assets2011-12-31$621,310
Total of all expenses incurred2011-12-31$17,347,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$385,074,247
Value of total assets at beginning of year2011-12-31$358,860,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$222,525
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,889,089
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$18,738,554
Participant contributions at end of year2011-12-31$16,450,864
Participant contributions at beginning of year2011-12-31$15,161,034
Participant contributions at end of year2011-12-31$659,783
Participant contributions at beginning of year2011-12-31$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 year2011-12-31$24,236
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$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 appraiser2011-12-31No
Income. Non cash contributions2011-12-31$10,117,952
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$167,124
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$205,167,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$201,397,241
Interest on participant loans2011-12-31$891,214
Value of interest in common/collective trusts at end of year2011-12-31$18,512,900
Value of interest in common/collective trusts at beginning of year2011-12-31$16,287,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-8,807,389
Net investment gain or loss from common/collective trusts2011-12-31$566,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$143,239,468
Assets. Invements in employer securities at beginning of year2011-12-31$124,555,479
Contributions received in cash from employer2011-12-31$395,789
Employer contributions (assets) at end of year2011-12-31$785,394
Employer contributions (assets) at beginning of year2011-12-31$382,617
Income. Dividends from common stock2011-12-31$5,624,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$17,124,635
Contract administrator fees2011-12-31$55,401
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$233,842
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$398,292
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$621,310
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WHITLEY PENN LLP
Accountancy firm EIN2011-12-31752393478
2010 : ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$7,556,394
Total unrealized appreciation/depreciation of assets2010-12-31$7,556,394
Total transfer of assets to this plan2010-12-31$21,644
Total income from all sources (including contributions)2010-12-31$68,585,375
Total loss/gain on sale of assets2010-12-31$-82,313
Total of all expenses incurred2010-12-31$17,744,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$358,860,946
Value of total assets at beginning of year2010-12-31$307,997,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$215,479
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,817,732
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$17,921,320
Participant contributions at end of year2010-12-31$15,161,034
Participant contributions at beginning of year2010-12-31$13,525,874
Participant contributions at end of year2010-12-31$643,005
Participant contributions at beginning of year2010-12-31$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 year2010-12-31$35,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$154,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$201,397,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$170,379,982
Interest on participant loans2010-12-31$903,380
Value of interest in common/collective trusts at end of year2010-12-31$16,287,783
Value of interest in common/collective trusts at beginning of year2010-12-31$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 trusts2010-12-31$725,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$124,555,479
Assets. Invements in employer securities at beginning of year2010-12-31$109,842,000
Contributions received in cash from employer2010-12-31$9,753,582
Employer contributions (assets) at end of year2010-12-31$382,617
Employer contributions (assets) at beginning of year2010-12-31$361,425
Income. Dividends from common stock2010-12-31$5,217,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$17,528,557
Contract administrator fees2010-12-31$60,501
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$398,292
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$360,905
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$11,260,699
Aggregate carrying amount (costs) on sale of assets2010-12-31$11,343,012
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WHITLEY PENN LLP
Accountancy firm EIN2010-12-31752393478

Form 5500 Responses for ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST

2022: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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