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ENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEES 401k Plan overview

Plan NameENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEES
Plan identification number 018

ENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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 CASH BALANCE PLAN FOR BARGAINING EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0182023-01-01
0182022-01-01
0182021-01-01
0182020-01-01
0182019-01-01
0182018-01-01
0182017-01-01ALYSON MOUNT JOSEPH HENDERSON2018-10-15
0182016-01-01ALYSON MOUNT JOSEPH HENDERSON2017-10-05
0182015-01-01ALYSON MOUNT JOSEPH HENDERSON2016-10-12
0182014-07-01ALYSON MOUNT JOSEPH HENDERSON2015-10-08

Plan Statistics for ENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEES

401k plan membership statisitcs for ENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEES

Measure Date Value
2023: ENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEES 2023 401k membership
Total participants, beginning-of-year2023-01-012,231
Total number of active participants reported on line 7a of the Form 55002023-01-012,157
Number of retired or separated participants receiving benefits2023-01-013
Number of other retired or separated participants entitled to future benefits2023-01-01177
Total of all active and inactive participants2023-01-012,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012,337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0158
2022: ENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEES 2022 401k membership
Market value of plan assets2022-12-3121,206,236
Acturial value of plan assets2022-12-3119,724,311
Funding target for retired participants and beneficiaries receiving payment2022-12-3120,382
Number of terminated vested participants2022-12-3190
Fundng target for terminated vested participants2022-12-31934,555
Active participant vested funding target2022-12-319,563,676
Number of active participants2022-12-311,893
Total funding liabilities for active participants2022-12-3111,793,623
Total participant count2022-12-311,985
Total funding target for all participants2022-12-3112,748,560
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-314,115,252
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-314,115,252
Present value of excess contributions2022-12-311,971,455
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-312,083,434
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-312,083,434
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 year2022-12-316,867,414
Total employer contributions2022-12-318,210,000
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 date2022-12-317,728,793
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 cost2022-12-314,250,186
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-314,141,849
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-311,774,754
Additional cash requirement2022-12-312,367,095
Contributions allocatedtoward minimum required contributions for current year2022-12-317,728,793
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,985
Total number of active participants reported on line 7a of the Form 55002022-01-012,069
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01160
Total of all active and inactive participants2022-01-012,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0189
2021: ENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEES 2021 401k membership
Market value of plan assets2021-12-3113,879,969
Acturial value of plan assets2021-12-3112,784,455
Funding target for retired participants and beneficiaries receiving payment2021-12-315,173
Number of terminated vested participants2021-12-3139
Fundng target for terminated vested participants2021-12-31367,336
Active participant vested funding target2021-12-315,841,677
Number of active participants2021-12-311,741
Total funding liabilities for active participants2021-12-318,444,072
Total participant count2021-12-311,781
Total funding target for all participants2021-12-318,816,581
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
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 balance2021-12-310
Present value of excess contributions2021-12-313,889,285
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-314,115,252
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-314,115,252
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 year2021-12-314,115,252
Total employer contributions2021-12-315,800,000
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 date2021-12-315,589,014
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 cost2021-12-313,617,559
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-313,617,559
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-313,617,559
Contributions allocatedtoward minimum required contributions for current year2021-12-315,589,014
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,781
Total number of active participants reported on line 7a of the Form 55002021-01-011,893
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0190
Total of all active and inactive participants2021-01-011,985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,985
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01102
2020: ENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEES 2020 401k membership
Market value of plan assets2020-12-317,255,463
Acturial value of plan assets2020-12-316,960,568
Funding target for retired participants and beneficiaries receiving payment2020-12-315,297
Number of terminated vested participants2020-12-3124
Fundng target for terminated vested participants2020-12-31194,350
Active participant vested funding target2020-12-312,036,159
Number of active participants2020-12-311,538
Total funding liabilities for active participants2020-12-314,991,298
Total participant count2020-12-311,563
Total funding target for all participants2020-12-315,190,945
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-311,673,472
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,767,856
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
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 year2020-12-310
Total employer contributions2020-12-315,156,000
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 date2020-12-314,968,208
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 cost2020-12-312,848,546
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,078,923
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-311,078,923
Contributions allocatedtoward minimum required contributions for current year2020-12-314,968,208
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,563
Total number of active participants reported on line 7a of the Form 55002020-01-011,741
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-011,781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,781
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0143
2019: ENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-313,210,573
Acturial value of plan assets2019-12-313,399,148
Funding target for retired participants and beneficiaries receiving payment2019-12-315,561
Number of terminated vested participants2019-12-3110
Fundng target for terminated vested participants2019-12-3167,280
Active participant vested funding target2019-12-31987,391
Number of active participants2019-12-311,210
Total funding liabilities for active participants2019-12-312,900,493
Total participant count2019-12-311,221
Total funding target for all participants2019-12-312,973,334
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31968,657
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,024,936
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 year2019-12-310
Total employer contributions2019-12-313,564,000
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 date2019-12-313,422,657
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 cost2019-12-312,174,999
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,749,185
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-311,749,185
Contributions allocatedtoward minimum required contributions for current year2019-12-313,422,657
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,221
Total number of active participants reported on line 7a of the Form 55002019-01-011,538
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-011,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0184
2018: ENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-311,678,593
Acturial value of plan assets2018-12-311,719,124
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-31102,514
Number of active participants2018-12-31823
Total funding liabilities for active participants2018-12-311,211,292
Total participant count2018-12-31823
Total funding target for all participants2018-12-311,211,292
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-310
Present value of excess contributions2018-12-31780,826
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31828,222
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
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 year2018-12-310
Total employer contributions2018-12-311,851,000
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 date2018-12-311,778,602
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 cost2018-12-311,317,777
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31809,945
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31809,945
Contributions allocatedtoward minimum required contributions for current year2018-12-311,778,602
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01823
Total number of active participants reported on line 7a of the Form 55002018-01-011,210
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-011,221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0141
2017: ENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-31724,997
Acturial value of plan assets2017-12-31734,023
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-3147,175
Number of active participants2017-12-31317
Total funding liabilities for active participants2017-12-31446,061
Total participant count2017-12-31317
Total funding target for all participants2017-12-31446,061
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Present value of excess contributions2017-12-31376,880
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31400,548
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
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 year2017-12-310
Total employer contributions2017-12-311,096,000
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 date2017-12-311,054,701
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 cost2017-12-31561,837
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31273,875
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31273,875
Contributions allocatedtoward minimum required contributions for current year2017-12-311,054,701
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01317
Total number of active participants reported on line 7a of the Form 55002017-01-01823
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0147
2016: ENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-3182,562
Acturial value of plan assets2016-12-3186,159
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-314,272
Number of active participants2016-12-31169
Total funding liabilities for active participants2016-12-31105,355
Total participant count2016-12-31169
Total funding target for all participants2016-12-31105,355
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3131,595
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3133,551
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-310
Total employer contributions2016-12-31693,171
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 date2016-12-31660,933
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 cost2016-12-31280,881
Net shortfall amortization installment of oustanding balance2016-12-3119,196
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31284,053
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31284,053
Contributions allocatedtoward minimum required contributions for current year2016-12-31660,933
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01169
Total number of active participants reported on line 7a of the Form 55002016-01-01318
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: ENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-01169
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-07-010
Total number of active participants reported on line 7a of the Form 55002014-07-014
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010

Financial Data on ENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEES

Measure Date Value
2023 : ENTERGY CORPORATION CASH BALANCE PLAN 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$4,287,071
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$880,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$880,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,015,000
Value of total assets at end of year2023-12-31$28,295,574
Value of total assets at beginning of year2023-12-31$24,888,995
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$3,406,579
Value of net assets at end of year (total assets less liabilities)2023-12-31$28,295,574
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$24,888,995
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$27,280,574
Value of interest in master investment trust accounts at beginning of year2023-12-31$19,998,995
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$1,015,000
Employer contributions (assets) at end of year2023-12-31$1,015,000
Employer contributions (assets) at beginning of year2023-12-31$4,890,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$880,492
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 CASH BALANCE PLAN 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$4,531,592
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$851,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$851,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,210,000
Value of total assets at end of year2022-12-31$24,888,995
Value of total assets at beginning of year2022-12-31$21,208,867
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$3,680,128
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,888,995
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,208,867
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$19,998,995
Value of interest in master investment trust accounts at beginning of year2022-12-31$19,758,867
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$8,210,000
Employer contributions (assets) at end of year2022-12-31$4,890,000
Employer contributions (assets) at beginning of year2022-12-31$1,450,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$851,464
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
Accountancy firm EIN2022-12-31133891517
2021 : ENTERGY CORPORATION CASH BALANCE PLAN 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$7,729,496
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$403,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$403,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,800,000
Value of total assets at end of year2021-12-31$21,208,867
Value of total assets at beginning of year2021-12-31$13,882,560
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$7,326,307
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,208,867
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,882,560
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$19,758,867
Value of interest in master investment trust accounts at beginning of year2021-12-31$12,593,560
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$5,800,000
Employer contributions (assets) at end of year2021-12-31$1,450,000
Employer contributions (assets) at beginning of year2021-12-31$1,289,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$403,189
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 CASH BALANCE PLAN 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$6,726,080
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$101,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$101,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,156,000
Value of total assets at end of year2020-12-31$13,882,560
Value of total assets at beginning of year2020-12-31$7,258,383
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$6,624,177
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,882,560
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,258,383
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$12,593,560
Value of interest in master investment trust accounts at beginning of year2020-12-31$5,758,383
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$5,156,000
Employer contributions (assets) at end of year2020-12-31$1,289,000
Employer contributions (assets) at beginning of year2020-12-31$1,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$101,903
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 CASH BALANCE PLAN 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$4,120,054
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$73,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$73,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,564,000
Value of total assets at end of year2019-12-31$7,258,383
Value of total assets at beginning of year2019-12-31$3,211,899
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$4,046,484
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,258,383
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,211,899
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$5,758,383
Value of interest in master investment trust accounts at beginning of year2019-12-31$2,551,899
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$3,564,000
Employer contributions (assets) at end of year2019-12-31$1,500,000
Employer contributions (assets) at beginning of year2019-12-31$660,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$73,570
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 CASH BALANCE PLAN 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$1,659,151
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$15,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,851,000
Value of total assets at end of year2018-12-31$3,211,899
Value of total assets at beginning of year2018-12-31$1,568,610
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$1,643,289
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,211,899
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,568,610
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$2,551,899
Value of interest in master investment trust accounts at beginning of year2018-12-31$1,294,610
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$1,851,000
Employer contributions (assets) at end of year2018-12-31$660,000
Employer contributions (assets) at beginning of year2018-12-31$274,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,862
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 CASH BALANCE PLAN 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$910,839
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,096,000
Value of total assets at end of year2017-12-31$1,568,610
Value of total assets at beginning of year2017-12-31$657,771
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$910,839
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,568,610
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$657,771
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$1,294,610
Value of interest in master investment trust accounts at beginning of year2017-12-31$426,771
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$1,096,000
Employer contributions (assets) at end of year2017-12-31$274,000
Employer contributions (assets) at beginning of year2017-12-31$231,000
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 CASH BALANCE PLAN 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$573,953
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$693,171
Value of total assets at end of year2016-12-31$657,771
Value of total assets at beginning of year2016-12-31$84,011
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$573,760
Value of net assets at end of year (total assets less liabilities)2016-12-31$657,771
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$84,011
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$426,771
Value of interest in master investment trust accounts at beginning of year2016-12-31$49,011
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$693,171
Employer contributions (assets) at end of year2016-12-31$231,000
Employer contributions (assets) at beginning of year2016-12-31$35,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$193
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 CASH BALANCE PLAN 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$35,082
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$39,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$35,000
Value of total assets at end of year2015-12-31$84,011
Value of total assets at beginning of year2015-12-31$88,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,188
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$82
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$82
Administrative expenses professional fees incurred2015-12-31$23,955
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
Administrative expenses (other) incurred2015-12-31$2,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,106
Value of net assets at end of year (total assets less liabilities)2015-12-31$84,011
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$88,117
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
Investment advisory and management fees2015-12-31$5,953
Value of interest in master investment trust accounts at end of year2015-12-31$49,011
Value of interest in master investment trust accounts at beginning of year2015-12-31$88,117
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$35,000
Employer contributions (assets) at end of year2015-12-31$35,000
Contract administrator fees2015-12-31$6,552
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 CASH BALANCE PLAN FOR BARGAINING EMPLOYEES 2014 401k financial data
Total income from all sources2014-12-31$102,517
Expenses. Total of all expenses incurred2014-12-31$14,400
Total plan assets at end of year2014-12-31$88,117
Value of fidelity bond covering the plan2014-12-31$11,000,000
Other income received2014-12-31$17
Net income (gross income less expenses)2014-12-31$88,117
Net plan assets at end of year (total assets less liabilities)2014-12-31$88,117
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$102,500
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$14,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for ENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEES

2023: ENTERGY CORPORATION CASH BALANCE PLAN 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 CASH BALANCE PLAN 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 CASH BALANCE PLAN 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 CASH BALANCE PLAN 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 CASH BALANCE PLAN 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 CASH BALANCE PLAN 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 CASH BALANCE PLAN 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 planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ENTERGY CORPORATION CASH BALANCE PLAN 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 planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ENTERGY CORPORATION CASH BALANCE PLAN 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 planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEES 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01First time form 5500 has been submittedYes
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes

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