Savings Plan Of Entergy Corporation And Subsidiaries Viii — Form 5500 plan (Entergy Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Savings Plan Of Entergy Corporation And Subsidiaries Viii is a benefit plan reported by Entergy Corporation under EIN 72-1229752 and plan number 019. The latest loaded filing year is 2023. The filing reports 1,535 participants and $63,239,130 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Entergy Corporation
- EIN
- 72-1229752
- Plan number
- 019
- Plan type
- 2
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 1,535
- End-of-year plan assets
- $63,239,130
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,535 | H, C | 20241007152328NAL0007724211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,239,130
- Total liabilities (EOY)
- $4,735
- Net assets (EOY)
- $63,234,395
- Net assets (BOY)
- $23,457,450
Income & contributions
- Employer contributions
- $13,789,597
- Participant contributions
- $12,482,573
- Total contributions
- $34,816,312
- Total income / additions
- $41,940,770
Expenses & distributions
- Benefits paid
- $2,066,778
- Administrative expenses
- $97,047
- Total expenses
- $2,163,825
- Net increase / (decrease)
- $39,776,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $47,317 | $0 | 2023 |
| Deloitte And Touche Llp | NONE | $16,834 | not reported in the loaded dataset | 2023 |
| Callan LLC | NONE | $12,919 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | NONE | $12,302 | not reported in the loaded dataset | 2023 |
| Friday, Eldridge & Clark, Llp | NONE | $7,675 | not reported in the loaded dataset | 2023 |
| Charles Schwab Co., Inc. | NONE | $0 | $50 | 2023 |
| The Vanguard Group, Inc. | NONE | $0 | $0 | 2023 |
| Blackrock Inst Trust Company, N.A. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Entergy Corporation
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Deloitte And Touche Llp — Schedule C compensation
- Callan LLC — Schedule C compensation
- Newport Trust Company — Schedule C compensation
- Friday, Eldridge & Clark, Llp — Schedule C compensation
- Charles Schwab Co., Inc. — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Blackrock Inst Trust Company, N.A. — Schedule C compensation