Logo

AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN 401k Plan overview

Plan NameAGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN
Plan identification number 202

AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN 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

SOUTHERN COMPANY SERVICES, INC has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN COMPANY SERVICES, INC
Employer identification number (EIN):630274273
NAIC Classification:221100

Additional information about SOUTHERN COMPANY SERVICES, INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date: 1949-08-02
Company Identification Number: 573992
Legal Registered Office Address: 30 Ivan Allen Jr. Blvd

Atlanta
United States of America (USA)
30308

More information about SOUTHERN COMPANY SERVICES, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
2022017-01-01ROBERT B. MORRIS ROBERT B. MORRIS2018-07-13
2022016-01-01ROBERT B. MORRIS ROBERT B. MORRIS2017-07-10

Plan Statistics for AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN

401k plan membership statisitcs for AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN

Measure Date Value
2017: AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,650
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,598
Total number of active participants reported on line 7a of the Form 55002016-01-013,908
Number of retired or separated participants receiving benefits2016-01-01106
Number of other retired or separated participants entitled to future benefits2016-01-01625
Total of all active and inactive participants2016-01-014,639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0111
Total participants2016-01-014,650
Number of participants with account balances2016-01-014,462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0198

Financial Data on AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN

Measure Date Value
2017 : AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-729,981
Total unrealized appreciation/depreciation of assets2017-12-31$-729,981
Total transfer of assets to this plan2017-12-31$1,784,704
Total transfer of assets from this plan2017-12-31$798,690,249
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$798,690,249
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$151,748,544
Total loss/gain on sale of assets2017-12-31$-538,426
Total of all expenses incurred2017-12-31$71,643,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$71,138,196
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$42,166,244
Value of total assets at end of year2017-12-31$798,690,249
Value of total assets at beginning of year2017-12-31$716,800,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$504,851
Total interest from all sources2017-12-31$615,758
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$27,650,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$25,507,738
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
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$26,043,659
Participant contributions at end of year2017-12-31$14,506,238
Participant contributions at beginning of year2017-12-31$13,319,952
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$755,066
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$666,498
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$93,632
Assets. Loans (other than to participants) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$798,690,249
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$504,851
Total non interest bearing cash at end 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$0
Value of net income/loss2017-12-31$80,105,497
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$716,800,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$560,202,918
Interest on participant loans2017-12-31$612,742
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$76,888,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$725,540,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,579,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,579,508
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,016
Asset value of US Government securities at end of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$81,180,970
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$1,402,990
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$56,774,959
Assets. Invements in employer securities at beginning of year2017-12-31$61,828,848
Contributions received in cash from employer2017-12-31$15,456,087
Employer contributions (assets) at end of year2017-12-31$1,858,847
Employer contributions (assets) at beginning of year2017-12-31$2,131,921
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$2,143,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$71,138,196
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
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$84,932,605
Aggregate carrying amount (costs) on sale of assets2017-12-31$85,471,031
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-4,022,845
Total unrealized appreciation/depreciation of assets2016-12-31$-4,022,845
Total transfer of assets to this plan2016-12-31$501,148
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$89,940,545
Total loss/gain on sale of assets2016-12-31$6,515,937
Total of all expenses incurred2016-12-31$55,378,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$55,194,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$43,908,459
Value of total assets at end of year2016-12-31$716,800,048
Value of total assets at beginning of year2016-12-31$681,736,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$183,644
Total interest from all sources2016-12-31$550,278
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$20,447,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$17,070,741
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
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$26,515,096
Participant contributions at end of year2016-12-31$13,319,952
Participant contributions at beginning of year2016-12-31$13,213,254
Participant contributions at end of year2016-12-31$755,066
Participant contributions at beginning of year2016-12-31$721,813
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,504,157
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$93,632
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$72,546
Administrative expenses (other) incurred2016-12-31$183,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$34,562,365
Value of net assets at end of year (total assets less liabilities)2016-12-31$716,800,048
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$681,736,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$560,202,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$419,878,685
Interest on participant loans2016-12-31$550,278
Value of interest in common/collective trusts at end of year2016-12-31$76,888,203
Value of interest in common/collective trusts at beginning of year2016-12-31$62,148,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,579,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$21,195,822
Net investment gain or loss from common/collective trusts2016-12-31$1,345,401
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$61,828,848
Assets. Invements in employer securities at beginning of year2016-12-31$183,772,254
Contributions received in cash from employer2016-12-31$15,889,206
Employer contributions (assets) at end of year2016-12-31$2,131,921
Employer contributions (assets) at beginning of year2016-12-31$1,929,628
Income. Dividends from common stock2016-12-31$3,376,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$55,194,536
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$408,548,351
Aggregate carrying amount (costs) on sale of assets2016-12-31$402,032,414
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590

Form 5500 Responses for AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN

2017: AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN 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 filingYes
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: AGL RESOURCES INC. RETIREMENT SAVINGS PLUS PLAN 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1