2023 Form 5500 filing — Atmos Energy Corporation Retirement Savings Plan And Trust

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010152216NAL0034590656001) for Atmos Energy Corporation Retirement Savings Plan And Trust, reported by Atmos Energy Corporation under EIN 75-1743247 and plan number 002. It reports 5,857 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1BReported net assets$1,022,204,531
Participants5.9K5,857
Provider compensation$304K2 Schedule C row(s)$303,971
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010152216NAL0034590656001
Plan sponsor
Atmos Energy Corporation
EIN
75-1743247
Plan number
002
Location
Dallas, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1B total assets
Net assets$1BLiabilities$0
Money in vs. money out
Total income / additions$197.8M
Total expenses$106.7M
Benefits paid / distributions$106.5M
Contributions
Employer$24.4M
Participant$36M
Full reported line items
Total assets (EOY)
$1,022,204,531
Total liabilities (EOY)
$0
Net assets (EOY)
$1,022,204,531
Employer contributions
$24,394,434
Participant contributions
$35,960,622
Total income / additions
$197,784,331
Benefits paid
$106,483,839
Administrative expenses
$257,706
Total expenses
$106,741,545
Net increase / (decrease)
$91,042,786
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISORY · Direct $162K
  2. 2
    RECORDKEEPER/CUSTODIAN · Direct $141.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010152216NAL0034590656001 cover?
It is the 2023 Form 5500 filing for Atmos Energy Corporation Retirement Savings Plan And Trust, reported by Atmos Energy Corporation (EIN 75-1743247).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages