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

Plan NameENTERGY CORPORATION RETIREMENT PLAN IV FOR NON-BARGAINING EMPLOYEES
Plan identification number 013

ENTERGY CORPORATION RETIREMENT PLAN IV FOR NON-BARGAINING EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • 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 NON-BARGAINING EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0132016-01-01ALYSON MOUNT JOSEPH HENDERSON2017-10-05
0132015-01-01ALYSON MOUNT JOSEPH HENDERSON2016-10-12
0132014-01-01ALYSON MOUNT JOSEPH HENDERSON2015-10-08
0132013-01-01ALYSON MOUNT JOSEPH HENDERSON2014-10-09
0132012-01-01ALYSON MOUNT JOSEPH HENDERSON2013-10-03
0132011-01-01ALYSON MOUNT JOSEPH HENDERSON2012-12-06
0132010-01-01THEODORE BUNTING JOSEPH HENDERSON2011-10-12
0132009-01-01THEODORE BUNTING JOSEPH HENDERSON2010-10-07

Plan Statistics for ENTERGY CORPORATION RETIREMENT PLAN IV FOR NON-BARGAINING EMPLOYEES

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

Measure Date Value
2016: ENTERGY CORPORATION RETIREMENT PLAN IV FOR NON-BARGAINING EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-3196,533,655
Acturial value of plan assets2016-12-31102,482,407
Funding target for retired participants and beneficiaries receiving payment2016-12-3162,894,693
Number of terminated vested participants2016-12-31136
Fundng target for terminated vested participants2016-12-3112,359,813
Active participant vested funding target2016-12-3131,539,942
Number of active participants2016-12-31137
Total funding liabilities for active participants2016-12-3131,767,934
Total participant count2016-12-31554
Total funding target for all participants2016-12-31107,022,440
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,494,012
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 balance2016-12-311,494,012
Present value of excess contributions2016-12-311,389,243
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,476,071
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-311,476,071
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 year2016-12-312,940,203
Total employer contributions2016-12-313,621,000
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 date2016-12-313,509,312
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 cost2016-12-31691,399
Net shortfall amortization installment of oustanding balance2016-12-317,480,236
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-312,850,626
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-312,850,626
Contributions allocatedtoward minimum required contributions for current year2016-12-313,509,312
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01554
Total number of active participants reported on line 7a of the Form 55002016-01-010
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 participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ENTERGY CORPORATION RETIREMENT PLAN IV FOR NON-BARGAINING EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01589
Total number of active participants reported on line 7a of the Form 55002015-01-01137
Number of retired or separated participants receiving benefits2015-01-01259
Number of other retired or separated participants entitled to future benefits2015-01-01136
Total of all active and inactive participants2015-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0122
Total participants2015-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: ENTERGY CORPORATION RETIREMENT PLAN IV FOR NON-BARGAINING EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01595
Total number of active participants reported on line 7a of the Form 55002014-01-01219
Number of retired or separated participants receiving benefits2014-01-01202
Number of other retired or separated participants entitled to future benefits2014-01-01150
Total of all active and inactive participants2014-01-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0118
Total participants2014-01-01589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ENTERGY CORPORATION RETIREMENT PLAN IV FOR NON-BARGAINING EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01589
Total number of active participants reported on line 7a of the Form 55002013-01-01231
Number of retired or separated participants receiving benefits2013-01-01190
Number of other retired or separated participants entitled to future benefits2013-01-01155
Total of all active and inactive participants2013-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0119
Total participants2013-01-01595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ENTERGY CORPORATION RETIREMENT PLAN IV FOR NON-BARGAINING EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01590
Total number of active participants reported on line 7a of the Form 55002012-01-01250
Number of retired or separated participants receiving benefits2012-01-01172
Number of other retired or separated participants entitled to future benefits2012-01-01153
Total of all active and inactive participants2012-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0114
Total participants2012-01-01589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ENTERGY CORPORATION RETIREMENT PLAN IV FOR NON-BARGAINING EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01582
Total number of active participants reported on line 7a of the Form 55002011-01-01263
Number of retired or separated participants receiving benefits2011-01-01152
Number of other retired or separated participants entitled to future benefits2011-01-01160
Total of all active and inactive participants2011-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0115
Total participants2011-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ENTERGY CORPORATION RETIREMENT PLAN IV FOR NON-BARGAINING EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-01557
Total number of active participants reported on line 7a of the Form 55002010-01-01265
Number of retired or separated participants receiving benefits2010-01-01141
Number of other retired or separated participants entitled to future benefits2010-01-01164
Total of all active and inactive participants2010-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0112
Total participants2010-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: ENTERGY CORPORATION RETIREMENT PLAN IV FOR NON-BARGAINING EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01555
Total number of active participants reported on line 7a of the Form 55002009-01-01264
Number of retired or separated participants receiving benefits2009-01-01127
Number of other retired or separated participants entitled to future benefits2009-01-01156
Total of all active and inactive participants2009-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0110
Total participants2009-01-01557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ENTERGY CORPORATION RETIREMENT PLAN IV FOR NON-BARGAINING EMPLOYEES

Measure Date Value
2016 : ENTERGY CORPORATION RETIREMENT PLAN IV FOR NON-BARGAINING EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$102,491,535
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$10,928,961
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,621,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,621,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,621,000
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$98,184,403
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$4,307,132
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$98,184,403
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$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$95,754,403
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$3,621,000
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$2,430,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,621,829
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
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 NON-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$3,943,532
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,386,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,386,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,897,000
Value of total assets at end of year2015-12-31$98,184,403
Value of total assets at beginning of year2015-12-31$103,627,718
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$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,443,315
Value of net assets at end of year (total assets less liabilities)2015-12-31$98,184,403
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$103,627,718
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$95,754,403
Value of interest in master investment trust accounts at beginning of year2015-12-31$99,778,398
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$6,897,000
Employer contributions (assets) at end of year2015-12-31$2,430,000
Employer contributions (assets) at beginning of year2015-12-31$3,849,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,386,847
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 NON-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$13,138,432
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,877,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,877,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,163,724
Value of total assets at end of year2014-12-31$103,627,718
Value of total assets at beginning of year2014-12-31$94,367,012
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$9,260,706
Value of net assets at end of year (total assets less liabilities)2014-12-31$103,627,718
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$94,367,012
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$99,778,398
Value of interest in master investment trust accounts at beginning of year2014-12-31$91,306,381
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$8,163,724
Employer contributions (assets) at end of year2014-12-31$3,849,320
Employer contributions (assets) at beginning of year2014-12-31$3,060,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,877,726
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 NON-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$19,349,991
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,376,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,376,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,445,513
Value of total assets at end of year2013-12-31$94,367,012
Value of total assets at beginning of year2013-12-31$78,393,138
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$41
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$15,973,874
Value of net assets at end of year (total assets less liabilities)2013-12-31$94,367,012
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$78,393,138
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$91,306,381
Value of interest in master investment trust accounts at beginning of year2013-12-31$77,327,643
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$6,445,513
Employer contributions (assets) at end of year2013-12-31$3,060,631
Employer contributions (assets) at beginning of year2013-12-31$1,065,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,376,117
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 NON-BARGAINING EMPLOYEES 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$10,053,910
Total of all expenses incurred2012-12-31$2,788,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,788,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,071,100
Value of total assets at end of year2012-12-31$78,393,138
Value of total assets at beginning of year2012-12-31$71,127,790
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$41
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$7,265,348
Value of net assets at end of year (total assets less liabilities)2012-12-31$78,393,138
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$71,127,790
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$77,327,643
Value of interest in master investment trust accounts at beginning of year2012-12-31$70,638,790
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$1,071,100
Employer contributions (assets) at end of year2012-12-31$1,065,495
Employer contributions (assets) at beginning of year2012-12-31$489,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,788,562
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 NON-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$632,215
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,449,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,449,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,888,139
Value of total assets at end of year2011-12-31$71,127,790
Value of total assets at beginning of year2011-12-31$72,945,483
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$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,817,693
Value of net assets at end of year (total assets less liabilities)2011-12-31$71,127,790
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$72,945,483
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$70,638,790
Value of interest in master investment trust accounts at beginning of year2011-12-31$63,763,035
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$1,888,139
Employer contributions (assets) at end of year2011-12-31$489,000
Employer contributions (assets) at beginning of year2011-12-31$9,182,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,449,908
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 NON-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$20,550,732
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,186,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,186,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,479,383
Value of total assets at end of year2010-12-31$72,945,483
Value of total assets at beginning of year2010-12-31$54,580,813
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$18,364,670
Value of net assets at end of year (total assets less liabilities)2010-12-31$72,945,483
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$54,580,813
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$63,763,035
Value of interest in master investment trust accounts at beginning of year2010-12-31$54,580,813
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$14,479,383
Employer contributions (assets) at end of year2010-12-31$9,182,448
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,186,062
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 NON-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 NON-BARGAINING EMPLOYEES

2016: ENTERGY CORPORATION RETIREMENT PLAN IV FOR NON-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 filingYes
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 RETIREMENT PLAN IV FOR NON-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 RETIREMENT PLAN IV FOR NON-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 planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ENTERGY CORPORATION RETIREMENT PLAN IV FOR NON-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 planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ENTERGY CORPORATION RETIREMENT PLAN IV FOR NON-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 planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ENTERGY CORPORATION RETIREMENT PLAN IV FOR NON-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 planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ENTERGY CORPORATION RETIREMENT PLAN IV FOR NON-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 planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ENTERGY CORPORATION RETIREMENT PLAN IV FOR NON-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 planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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