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ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 401k Plan overview

Plan NameENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES
Plan identification number 014

ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:ENTERGY CORPORATION
Employer identification number (EIN):721229752
NAIC Classification:221100

Additional information about ENTERGY CORPORATION

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1949-05-27
Company Identification Number: 158158
Legal Registered Office Address: 110 NORTH MAGNOLIA STR

TALLAHASSEE

32301

More information about ENTERGY CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0142023-01-01
0142022-01-01
0142021-01-01
0142020-01-01
0142019-01-01
0142018-01-01
0142017-01-01ALYSON MOUNT JOSEPH HENDERSON2018-10-15
0142016-01-01ALYSON MOUNT JOSEPH HENDERSON2017-10-05
0142015-01-01ALYSON MOUNT JOSEPH HENDERSON2016-10-12
0142014-01-01ALYSON MOUNT JOSEPH HENDERSON2015-10-08
0142013-01-01ALYSON MOUNT JOSEPH HENDERSON2014-10-09
0142012-01-01ALYSON MOUNT JOSEPH HENDERSON2013-10-03
0142011-01-01ALYSON MOUNT JOSEPH HENDERSON2012-12-06
0142010-01-01THEODORE BUNTING JOSEPH HENDERSON2011-10-12
0142009-01-01THEODORE BUNTING JOSEPH HENDERSON2010-10-07

Plan Statistics for ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES

401k plan membership statisitcs for ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES

Measure Date Value
2023: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2023 401k membership
Total participants, beginning-of-year2023-01-01283
Total number of active participants reported on line 7a of the Form 55002023-01-0124
Number of retired or separated participants receiving benefits2023-01-01137
Number of other retired or separated participants entitled to future benefits2023-01-01104
Total of all active and inactive participants2023-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0115
Total participants2023-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2022 401k membership
Market value of plan assets2022-12-3129,321,316
Acturial value of plan assets2022-12-3127,778,630
Funding target for retired participants and beneficiaries receiving payment2022-12-3118,970,352
Number of terminated vested participants2022-12-31108
Fundng target for terminated vested participants2022-12-314,668,270
Active participant vested funding target2022-12-311,069,733
Number of active participants2022-12-3131
Total funding liabilities for active participants2022-12-311,145,117
Total participant count2022-12-31293
Total funding target for all participants2022-12-3124,783,739
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-315,274,242
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-31701,548
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-314,572,694
Present value of excess contributions2022-12-31281,637
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31312,814
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31312,814
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-315,391,705
Total employer contributions2022-12-312,663,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-312,536,816
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31287,561
Net shortfall amortization installment of oustanding balance2022-12-312,396,814
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31546,167
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-31330,806
Additional cash requirement2022-12-31215,361
Contributions allocatedtoward minimum required contributions for current year2022-12-312,536,816
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01293
Total number of active participants reported on line 7a of the Form 55002022-01-0125
Number of retired or separated participants receiving benefits2022-01-01137
Number of other retired or separated participants entitled to future benefits2022-01-01107
Total of all active and inactive participants2022-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0114
Total participants2022-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2021 401k membership
Market value of plan assets2021-12-3128,643,475
Acturial value of plan assets2021-12-3126,268,246
Funding target for retired participants and beneficiaries receiving payment2021-12-3118,550,884
Number of terminated vested participants2021-12-31112
Fundng target for terminated vested participants2021-12-314,575,467
Active participant vested funding target2021-12-312,023,056
Number of active participants2021-12-3141
Total funding liabilities for active participants2021-12-312,095,769
Total participant count2021-12-31301
Total funding target for all participants2021-12-3125,222,120
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-311,719,433
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-311,719,433
Present value of excess contributions2021-12-313,119,479
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-313,299,473
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-313,299,473
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-315,274,242
Total employer contributions2021-12-31298,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31281,637
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31262,857
Net shortfall amortization installment of oustanding balance2021-12-314,228,116
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31674,293
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-31701,548
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31281,637
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01301
Total number of active participants reported on line 7a of the Form 55002021-01-0131
Number of retired or separated participants receiving benefits2021-01-01140
Number of other retired or separated participants entitled to future benefits2021-01-01108
Total of all active and inactive participants2021-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0114
Total participants2021-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2020 401k membership
Market value of plan assets2020-12-3123,961,630
Acturial value of plan assets2020-12-3122,885,430
Funding target for retired participants and beneficiaries receiving payment2020-12-3118,445,118
Number of terminated vested participants2020-12-31118
Fundng target for terminated vested participants2020-12-314,591,862
Active participant vested funding target2020-12-312,130,908
Number of active participants2020-12-3144
Total funding liabilities for active participants2020-12-312,210,063
Total participant count2020-12-31303
Total funding target for all participants2020-12-3125,247,043
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31653,642
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3158,202
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31595,440
Present value of excess contributions2020-12-31934,518
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31995,854
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31995,854
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-311,719,433
Total employer contributions2020-12-314,022,005
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-313,792,597
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31289,962
Net shortfall amortization installment of oustanding balance2020-12-314,081,046
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31673,118
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31673,118
Contributions allocatedtoward minimum required contributions for current year2020-12-313,792,597
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01303
Total number of active participants reported on line 7a of the Form 55002020-01-0141
Number of retired or separated participants receiving benefits2020-01-01133
Number of other retired or separated participants entitled to future benefits2020-01-01112
Total of all active and inactive participants2020-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0115
Total participants2020-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-3122,858,131
Acturial value of plan assets2019-12-3124,194,890
Funding target for retired participants and beneficiaries receiving payment2019-12-3118,961,680
Number of terminated vested participants2019-12-31112
Fundng target for terminated vested participants2019-12-315,645,506
Active participant vested funding target2019-12-313,414,130
Number of active participants2019-12-3164
Total funding liabilities for active participants2019-12-313,481,313
Total participant count2019-12-31311
Total funding target for all participants2019-12-3128,088,499
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,689,854
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31996,408
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31693,446
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31653,642
Total employer contributions2019-12-312,553,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-312,440,538
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31304,633
Net shortfall amortization installment of oustanding balance2019-12-314,547,251
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,564,222
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3158,202
Additional cash requirement2019-12-311,506,020
Contributions allocatedtoward minimum required contributions for current year2019-12-312,440,538
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01311
Total number of active participants reported on line 7a of the Form 55002019-01-0144
Number of retired or separated participants receiving benefits2019-01-01128
Number of other retired or separated participants entitled to future benefits2019-01-01118
Total of all active and inactive participants2019-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0113
Total participants2019-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-3127,803,705
Acturial value of plan assets2018-12-3126,230,131
Funding target for retired participants and beneficiaries receiving payment2018-12-3117,506,644
Number of terminated vested participants2018-12-31101
Fundng target for terminated vested participants2018-12-313,363,844
Active participant vested funding target2018-12-317,157,816
Number of active participants2018-12-3188
Total funding liabilities for active participants2018-12-317,462,720
Total participant count2018-12-31312
Total funding target for all participants2018-12-3128,333,208
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31952,955
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31952,955
Present value of excess contributions2018-12-31554,191
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31586,999
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31586,999
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-311,689,854
Total employer contributions2018-12-31220,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31210,729
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31466,888
Net shortfall amortization installment of oustanding balance2018-12-313,792,931
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,207,137
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31996,408
Additional cash requirement2018-12-31210,729
Contributions allocatedtoward minimum required contributions for current year2018-12-31210,729
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01312
Total number of active participants reported on line 7a of the Form 55002018-01-0164
Number of retired or separated participants receiving benefits2018-01-01123
Number of other retired or separated participants entitled to future benefits2018-01-01112
Total of all active and inactive participants2018-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-3123,956,380
Acturial value of plan assets2017-12-3124,377,747
Funding target for retired participants and beneficiaries receiving payment2017-12-3116,898,635
Number of terminated vested participants2017-12-3198
Fundng target for terminated vested participants2017-12-313,108,908
Active participant vested funding target2017-12-317,169,131
Number of active participants2017-12-3196
Total funding liabilities for active participants2017-12-317,596,990
Total participant count2017-12-31314
Total funding target for all participants2017-12-3127,604,533
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31631,405
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31631,405
Present value of excess contributions2017-12-31252,729
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31268,196
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31268,196
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31952,955
Total employer contributions2017-12-312,080,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,970,632
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31461,729
Net shortfall amortization installment of oustanding balance2017-12-314,179,741
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,416,441
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-311,416,441
Contributions allocatedtoward minimum required contributions for current year2017-12-311,970,632
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01314
Total number of active participants reported on line 7a of the Form 55002017-01-0188
Number of retired or separated participants receiving benefits2017-01-01113
Number of other retired or separated participants entitled to future benefits2017-01-01101
Total of all active and inactive participants2017-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-3122,592,214
Acturial value of plan assets2016-12-3124,026,235
Funding target for retired participants and beneficiaries receiving payment2016-12-3115,174,179
Number of terminated vested participants2016-12-3175
Fundng target for terminated vested participants2016-12-312,008,471
Active participant vested funding target2016-12-318,741,871
Number of active participants2016-12-31141
Total funding liabilities for active participants2016-12-318,918,278
Total participant count2016-12-31318
Total funding target for all participants2016-12-3126,100,928
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31322,809
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31322,809
Present value of excess contributions2016-12-31297,415
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31316,182
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31316,182
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31631,405
Total employer contributions2016-12-311,426,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,360,507
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31431,594
Net shortfall amortization installment of oustanding balance2016-12-312,706,098
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,107,778
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-311,107,778
Contributions allocatedtoward minimum required contributions for current year2016-12-311,360,507
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01318
Total number of active participants reported on line 7a of the Form 55002016-01-0196
Number of retired or separated participants receiving benefits2016-01-01111
Number of other retired or separated participants entitled to future benefits2016-01-0198
Total of all active and inactive participants2016-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01334
Total number of active participants reported on line 7a of the Form 55002015-01-01141
Number of retired or separated participants receiving benefits2015-01-0194
Number of other retired or separated participants entitled to future benefits2015-01-0175
Total of all active and inactive participants2015-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01341
Total number of active participants reported on line 7a of the Form 55002014-01-01209
Number of retired or separated participants receiving benefits2014-01-0161
Number of other retired or separated participants entitled to future benefits2014-01-0157
Total of all active and inactive participants2014-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01338
Total number of active participants reported on line 7a of the Form 55002013-01-01231
Number of retired or separated participants receiving benefits2013-01-0162
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01324
Total number of active participants reported on line 7a of the Form 55002012-01-01237
Number of retired or separated participants receiving benefits2012-01-0156
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01322
Total number of active participants reported on line 7a of the Form 55002011-01-01227
Number of retired or separated participants receiving benefits2011-01-0153
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-01305
Total number of active participants reported on line 7a of the Form 55002010-01-01230
Number of retired or separated participants receiving benefits2010-01-0150
Number of other retired or separated participants entitled to future benefits2010-01-0138
Total of all active and inactive participants2010-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01294
Total number of active participants reported on line 7a of the Form 55002009-01-01222
Number of retired or separated participants receiving benefits2009-01-0147
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES

Measure Date Value
2023 : ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,841,026
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,711,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,711,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$23,000
Value of total assets at end of year2023-12-31$25,491,552
Value of total assets at beginning of year2023-12-31$24,362,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$0
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$11,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,129,135
Value of net assets at end of year (total assets less liabilities)2023-12-31$25,491,552
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$24,362,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in master investment trust accounts at end of year2023-12-31$25,468,552
Value of interest in master investment trust accounts at beginning of year2023-12-31$24,086,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$23,000
Employer contributions (assets) at end of year2023-12-31$23,000
Employer contributions (assets) at beginning of year2023-12-31$276,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,711,891
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2023-12-31133891517
2022 : ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,827,986
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,131,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,131,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,663,000
Value of total assets at end of year2022-12-31$24,362,417
Value of total assets at beginning of year2022-12-31$29,321,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$11,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,959,434
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,362,417
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,321,851
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
Value of interest in master investment trust accounts at end of year2022-12-31$24,086,417
Value of interest in master investment trust accounts at beginning of year2022-12-31$29,023,851
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
Contributions received in cash from employer2022-12-31$2,663,000
Employer contributions (assets) at end of year2022-12-31$276,000
Employer contributions (assets) at beginning of year2022-12-31$298,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,131,448
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 name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
2021 : ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,971,243
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,331,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,331,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$298,000
Value of total assets at end of year2021-12-31$29,321,851
Value of total assets at beginning of year2021-12-31$28,682,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$11,000,000
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
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$639,594
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,321,851
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,682,257
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
Value of interest in master investment trust accounts at end of year2021-12-31$29,023,851
Value of interest in master investment trust accounts at beginning of year2021-12-31$26,458,257
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
Contributions received in cash from employer2021-12-31$298,000
Employer contributions (assets) at end of year2021-12-31$298,000
Employer contributions (assets) at beginning of year2021-12-31$2,224,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,331,649
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 name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,188,716
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,468,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,468,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,022,005
Value of total assets at end of year2020-12-31$28,682,257
Value of total assets at beginning of year2020-12-31$23,962,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$11,000,000
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
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$4,720,085
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,682,257
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,962,172
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
Value of interest in master investment trust accounts at end of year2020-12-31$26,458,257
Value of interest in master investment trust accounts at beginning of year2020-12-31$23,680,172
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
Contributions received in cash from employer2020-12-31$4,022,005
Employer contributions (assets) at end of year2020-12-31$2,224,000
Employer contributions (assets) at beginning of year2020-12-31$282,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,468,631
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31133891517
2019 : ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,664,726
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,560,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,560,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,553,000
Value of total assets at end of year2019-12-31$23,962,172
Value of total assets at beginning of year2019-12-31$22,858,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$11,000,000
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
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$1,104,041
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,962,172
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,858,131
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
Value of interest in master investment trust accounts at end of year2019-12-31$23,680,172
Value of interest in master investment trust accounts at beginning of year2019-12-31$22,858,131
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
Contributions received in cash from employer2019-12-31$2,553,000
Employer contributions (assets) at end of year2019-12-31$282,000
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,560,685
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 name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31133891517
2018 : ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,527,398
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,439,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,439,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$220,000
Value of total assets at end of year2018-12-31$22,858,131
Value of total assets at beginning of year2018-12-31$27,824,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$11,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,966,705
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,858,131
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,824,836
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
Value of interest in master investment trust accounts at end of year2018-12-31$22,858,131
Value of interest in master investment trust accounts at beginning of year2018-12-31$26,776,836
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
Contributions received in cash from employer2018-12-31$220,000
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$1,048,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,439,307
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 name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
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$5,439,919
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,579,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,579,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,080,000
Value of total assets at end of year2017-12-31$27,824,836
Value of total assets at beginning of year2017-12-31$23,964,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$11,000,000
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
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
Value of net income/loss2017-12-31$3,860,175
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,824,836
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,964,661
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 master investment trust accounts at end of year2017-12-31$26,776,836
Value of interest in master investment trust accounts at beginning of year2017-12-31$23,465,661
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
Contributions received in cash from employer2017-12-31$2,080,000
Employer contributions (assets) at end of year2017-12-31$1,048,000
Employer contributions (assets) at beginning of year2017-12-31$499,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,579,744
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$3,000,397
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,640,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,640,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,426,000
Value of total assets at end of year2016-12-31$23,964,661
Value of total assets at beginning of year2016-12-31$22,604,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$11,000,000
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
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$1,360,359
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,964,661
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,604,302
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 master investment trust accounts at end of year2016-12-31$23,465,661
Value of interest in master investment trust accounts at beginning of year2016-12-31$21,919,302
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
Contributions received in cash from employer2016-12-31$1,426,000
Employer contributions (assets) at end of year2016-12-31$499,000
Employer contributions (assets) at beginning of year2016-12-31$685,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,640,038
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-12-31133891517
2015 : ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$1,141,913
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,715,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,715,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,945,000
Value of total assets at end of year2015-12-31$22,604,302
Value of total assets at beginning of year2015-12-31$23,177,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$11,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-573,663
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,604,302
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,177,965
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 master investment trust accounts at end of year2015-12-31$21,919,302
Value of interest in master investment trust accounts at beginning of year2015-12-31$22,290,242
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
Contributions received in cash from employer2015-12-31$1,945,000
Employer contributions (assets) at end of year2015-12-31$685,000
Employer contributions (assets) at beginning of year2015-12-31$887,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,715,576
Did the plan have assets held for investment2015-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517
2014 : ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$3,111,085
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$883,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$883,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,067,358
Value of total assets at end of year2014-12-31$23,177,965
Value of total assets at beginning of year2014-12-31$20,950,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$11,000,000
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
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
Value of net income/loss2014-12-31$2,227,401
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,177,965
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,950,564
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 master investment trust accounts at end of year2014-12-31$22,290,242
Value of interest in master investment trust accounts at beginning of year2014-12-31$19,822,154
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
Contributions received in cash from employer2014-12-31$2,067,358
Employer contributions (assets) at end of year2014-12-31$887,723
Employer contributions (assets) at beginning of year2014-12-31$1,128,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$883,684
Did the plan have assets held for investment2014-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-12-31133891517
2013 : ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$4,202,759
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$835,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$835,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,405,298
Value of total assets at end of year2013-12-31$20,950,564
Value of total assets at beginning of year2013-12-31$17,583,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$11,000,000
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-interest2013-12-31Yes
Amount of non-exempt transactions with any party-in-interest2013-12-31$21
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$3,367,378
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,950,564
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,583,186
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
Value of interest in master investment trust accounts at end of year2013-12-31$19,822,154
Value of interest in master investment trust accounts at beginning of year2013-12-31$17,031,578
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
Contributions received in cash from employer2013-12-31$1,405,298
Employer contributions (assets) at end of year2013-12-31$1,128,410
Employer contributions (assets) at beginning of year2013-12-31$551,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$835,381
Did the plan have assets held for investment2013-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-12-31133891517
2012 : ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$2,972,388
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$739,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$739,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,055,308
Value of total assets at end of year2012-12-31$17,583,186
Value of total assets at beginning of year2012-12-31$15,350,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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-interest2012-12-31Yes
Amount of non-exempt transactions with any party-in-interest2012-12-31$20
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
Value of net income/loss2012-12-31$2,232,555
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,583,186
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,350,631
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
Value of interest in master investment trust accounts at end of year2012-12-31$17,031,578
Value of interest in master investment trust accounts at beginning of year2012-12-31$14,962,421
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
Contributions received in cash from employer2012-12-31$1,055,308
Employer contributions (assets) at end of year2012-12-31$551,608
Employer contributions (assets) at beginning of year2012-12-31$388,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$739,833
Did the plan have assets held for investment2012-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517
2011 : ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$408,631
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$663,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$663,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$700,101
Value of total assets at end of year2011-12-31$15,350,631
Value of total assets at beginning of year2011-12-31$15,605,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-255,184
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,350,631
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,605,815
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
Value of interest in master investment trust accounts at end of year2011-12-31$14,962,421
Value of interest in master investment trust accounts at beginning of year2011-12-31$13,948,475
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
Contributions received in cash from employer2011-12-31$700,101
Employer contributions (assets) at end of year2011-12-31$388,210
Employer contributions (assets) at beginning of year2011-12-31$1,657,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$663,815
Did the plan have assets held for investment2011-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,616,502
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$589,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$589,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,376,324
Value of total assets at end of year2010-12-31$15,605,815
Value of total assets at beginning of year2010-12-31$11,579,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
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$4,026,625
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,605,815
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,579,190
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
Value of interest in master investment trust accounts at end of year2010-12-31$13,948,475
Value of interest in master investment trust accounts at beginning of year2010-12-31$10,926,020
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
Contributions received in cash from employer2010-12-31$3,376,324
Employer contributions (assets) at end of year2010-12-31$1,657,340
Employer contributions (assets) at beginning of year2010-12-31$653,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$589,877
Did the plan have assets held for investment2010-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517
2009 : ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES

2023: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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