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Plan Name | PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | PUBLIX SUPER MARKETS, INC. |
Employer identification number (EIN): | 590324412 |
NAIC Classification: | 445110 |
NAIC Description: | Supermarkets and Other Grocery (except Convenience) Stores |
Additional information about PUBLIX SUPER MARKETS, INC.
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 1921-12-27 |
Company Identification Number: | 112252 |
Legal Registered Office Address: |
801 US Highway 1 North Palm Beach 33408 |
More information about PUBLIX SUPER MARKETS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | LINDA S. KANE, V.P. BENEFITS ADMIN. | |||
002 | 2016-01-01 | LINDA S. KANE, V.P. BENEFITS ADMIN. | |||
002 | 2016-01-01 | ||||
002 | 2015-01-01 | LINDA KANE | |||
002 | 2014-01-01 | LINDA S. KANE, V.P. BENEFITS ADMIN. | |||
002 | 2014-01-01 | LINDA S. KANE, V.P. BENEFITS ADMIN. | |||
002 | 2013-01-01 | LINDA S. KANE, V.P. BENEFITS ADMIN. | |||
002 | 2012-01-01 | LINDA S. KANE, V.P. BENEFITS ADMIN. | |||
002 | 2011-01-01 | LINDA S. KANE, V.P. BENEFITS ADMIN. | |||
002 | 2009-01-01 | LINDA S. KANE, V.P. BENEFITS ADMIN. |
Measure | Date | Value |
---|---|---|
2022: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 192,503 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 141,229 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 45,258 |
Total of all active and inactive participants | 2022-01-01 | 186,487 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 470 |
Total participants | 2022-01-01 | 186,957 |
Number of participants with account balances | 2022-01-01 | 186,957 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 7,696 |
2021: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 183,334 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 142,486 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 49,664 |
Total of all active and inactive participants | 2021-01-01 | 192,151 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 352 |
Total participants | 2021-01-01 | 192,503 |
Number of participants with account balances | 2021-01-01 | 192,503 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 8,596 |
2020: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 177,554 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 140,645 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 42,385 |
Total of all active and inactive participants | 2020-01-01 | 183,031 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 303 |
Total participants | 2020-01-01 | 183,334 |
Number of participants with account balances | 2020-01-01 | 183,334 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 5,784 |
2019: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 162,180 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 135,310 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 41,662 |
Total of all active and inactive participants | 2019-01-01 | 176,973 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 581 |
Total participants | 2019-01-01 | 177,554 |
Number of participants with account balances | 2019-01-01 | 177,554 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5,760 |
2018: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 158,512 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 129,229 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 32,521 |
Total of all active and inactive participants | 2018-01-01 | 161,751 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 429 |
Total participants | 2018-01-01 | 162,180 |
Number of participants with account balances | 2018-01-01 | 162,180 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 6,256 |
2017: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 153,940 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 126,374 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 31,734 |
Total of all active and inactive participants | 2017-01-01 | 158,110 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 402 |
Total participants | 2017-01-01 | 158,512 |
Number of participants with account balances | 2017-01-01 | 158,512 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5,990 |
2016: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 147,951 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 123,778 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 29,770 |
Total of all active and inactive participants | 2016-01-01 | 153,550 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 390 |
Total participants | 2016-01-01 | 153,940 |
Number of participants with account balances | 2016-01-01 | 153,940 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 5,945 |
2015: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 141,530 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 121,317 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 25,852 |
Total of all active and inactive participants | 2015-01-01 | 147,172 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 779 |
Total participants | 2015-01-01 | 147,951 |
Number of participants with account balances | 2015-01-01 | 147,951 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 5,289 |
2014: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 122,173 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 117,545 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 23,256 |
Total of all active and inactive participants | 2014-01-01 | 140,805 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 725 |
Total participants | 2014-01-01 | 141,530 |
Number of participants with account balances | 2014-01-01 | 141,530 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4,546 |
2013: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 119,615 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 107,952 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13,623 |
Total of all active and inactive participants | 2013-01-01 | 121,582 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 591 |
Total participants | 2013-01-01 | 122,173 |
Number of participants with account balances | 2013-01-01 | 122,173 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3,890 |
2012: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 115,230 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 106,061 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 12,975 |
Total of all active and inactive participants | 2012-01-01 | 119,045 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 570 |
Total participants | 2012-01-01 | 119,615 |
Number of participants with account balances | 2012-01-01 | 119,615 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3,644 |
2011: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 113,320 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 102,387 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 12,294 |
Total of all active and inactive participants | 2011-01-01 | 114,690 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 540 |
Total participants | 2011-01-01 | 115,230 |
Number of participants with account balances | 2011-01-01 | 115,230 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3,237 |
2009: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 107,877 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 101,851 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 9,227 |
Total of all active and inactive participants | 2009-01-01 | 111,092 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 521 |
Total participants | 2009-01-01 | 111,613 |
Number of participants with account balances | 2009-01-01 | 111,613 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3,183 |
Measure | Date | Value |
---|---|---|
2022 : PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $618,824,072 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $618,824,072 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $162,092 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $48,547 |
Total income from all sources (including contributions) | 2022-12-31 | $1,345,182,968 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,294,054,074 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,294,054,074 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $449,652,440 |
Value of total assets at end of year | 2022-12-31 | $11,726,925,474 |
Value of total assets at beginning of year | 2022-12-31 | $11,675,683,035 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $275,435,232 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $162,092 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $48,547 |
Other income not declared elsewhere | 2022-12-31 | $1,271,224 |
Total non interest bearing cash at end of year | 2022-12-31 | $259,839 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $341,378 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $449,652,440 |
Value of net income/loss | 2022-12-31 | $51,128,894 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $11,726,763,382 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,675,634,488 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $11,277,013,195 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $11,248,214,443 |
Employer contributions (assets) at end of year | 2022-12-31 | $449,652,440 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $427,127,214 |
Income. Dividends from common stock | 2022-12-31 | $275,435,232 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,294,054,074 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | KPMG LLC |
Accountancy firm EIN | 2022-12-31 | 135565207 |
2021 : PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $1,426,740,198 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $1,426,740,198 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $48,547 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $57,041 |
Total income from all sources (including contributions) | 2021-12-31 | $2,097,046,442 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,193,863,831 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,193,863,831 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $427,127,214 |
Value of total assets at end of year | 2021-12-31 | $11,675,683,035 |
Value of total assets at beginning of year | 2021-12-31 | $10,772,508,918 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $242,614,177 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $952,010,814 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $48,547 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $57,041 |
Other income not declared elsewhere | 2021-12-31 | $564,853 |
Total non interest bearing cash at end of year | 2021-12-31 | $341,378 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $435,258 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $427,127,214 |
Value of net income/loss | 2021-12-31 | $903,182,611 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $11,675,634,488 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,772,451,877 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $11,248,214,443 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $10,363,505,072 |
Employer contributions (assets) at end of year | 2021-12-31 | $427,127,214 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $408,568,588 |
Income. Dividends from common stock | 2021-12-31 | $242,614,177 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,193,863,831 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | KPMG LLP |
Accountancy firm EIN | 2021-12-31 | 135565207 |
2020 : PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,995,591,323 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,995,591,323 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $57,041 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $50,086 |
Total income from all sources (including contributions) | 2020-12-31 | $2,631,556,011 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,134,737,329 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,134,737,329 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $408,568,588 |
Value of total assets at end of year | 2020-12-31 | $10,772,508,918 |
Value of total assets at beginning of year | 2020-12-31 | $9,275,683,281 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $226,665,577 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $908,789,717 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $57,041 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $50,086 |
Other income not declared elsewhere | 2020-12-31 | $730,523 |
Total non interest bearing cash at end of year | 2020-12-31 | $435,258 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $542,348 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $408,568,588 |
Value of net income/loss | 2020-12-31 | $1,496,818,682 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $10,772,451,877 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,275,633,195 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $10,363,505,072 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $8,913,385,976 |
Employer contributions (assets) at end of year | 2020-12-31 | $408,568,588 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $361,754,957 |
Income. Dividends from common stock | 2020-12-31 | $226,665,577 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,134,737,329 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | KPMG LLP |
Accountancy firm EIN | 2020-12-31 | 135565207 |
2019 : PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $1,119,975,791 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $1,119,975,791 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $50,086 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,602 |
Total income from all sources (including contributions) | 2019-12-31 | $1,699,588,861 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $847,519,597 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $847,519,597 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $361,754,957 |
Value of total assets at end of year | 2019-12-31 | $9,275,683,281 |
Value of total assets at beginning of year | 2019-12-31 | $8,423,568,533 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $217,255,622 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $630,886,289 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $50,086 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $4,602 |
Other income not declared elsewhere | 2019-12-31 | $602,491 |
Total non interest bearing cash at end of year | 2019-12-31 | $542,348 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $712,548 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Income. Non cash contributions | 2019-12-31 | $361,754,957 |
Value of net income/loss | 2019-12-31 | $852,069,264 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,275,633,195 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,423,563,931 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $8,913,385,976 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $8,089,860,394 |
Employer contributions (assets) at end of year | 2019-12-31 | $361,754,957 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $332,995,591 |
Income. Dividends from common stock | 2019-12-31 | $217,255,622 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $847,519,597 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | KPMG LLP |
Accountancy firm EIN | 2019-12-31 | 135565207 |
2018 : PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $266,358,985 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $266,358,985 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $4,602 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $169,733 |
Total income from all sources (including contributions) | 2018-12-31 | $796,764,039 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $837,903,508 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $837,903,508 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $332,995,591 |
Value of total assets at end of year | 2018-12-31 | $8,423,568,533 |
Value of total assets at beginning of year | 2018-12-31 | $8,464,873,133 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $196,623,642 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $641,832,997 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $4,602 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $169,733 |
Other income not declared elsewhere | 2018-12-31 | $785,821 |
Total non interest bearing cash at end of year | 2018-12-31 | $712,548 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $871,739 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $332,995,591 |
Value of net income/loss | 2018-12-31 | $-41,139,469 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,423,563,931 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,464,703,400 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $8,089,860,394 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $8,148,168,771 |
Employer contributions (assets) at end of year | 2018-12-31 | $332,995,591 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $315,832,623 |
Income. Dividends from common stock | 2018-12-31 | $196,623,642 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $837,903,508 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | KPMG LLP |
Accountancy firm EIN | 2018-12-31 | 135565207 |
2017 : PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $58,173,236 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $58,173,236 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $169,733 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $15,727 |
Total income from all sources (including contributions) | 2017-12-31 | $561,447,418 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $942,044,191 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $942,044,191 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $315,832,623 |
Value of total assets at end of year | 2017-12-31 | $8,464,873,133 |
Value of total assets at beginning of year | 2017-12-31 | $8,845,315,900 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $186,534,512 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $756,012,857 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $169,733 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $15,727 |
Other income not declared elsewhere | 2017-12-31 | $907,047 |
Total non interest bearing cash at end of year | 2017-12-31 | $871,739 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $1,031,769 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $315,832,623 |
Value of net income/loss | 2017-12-31 | $-380,596,773 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $8,464,703,400 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,845,300,173 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $8,148,168,771 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $8,513,239,843 |
Employer contributions (assets) at end of year | 2017-12-31 | $315,832,623 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $331,044,288 |
Income. Dividends from common stock | 2017-12-31 | $186,534,512 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $942,044,191 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | KPMG LLP |
Accountancy firm EIN | 2017-12-31 | 135565207 |
2016 : PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-937,803,440 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-937,803,440 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $15,727 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $111,464 |
Total income from all sources (including contributions) | 2016-12-31 | $-419,122,980 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,009,044,894 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,009,044,894 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $331,044,288 |
Value of total assets at end of year | 2016-12-31 | $8,845,315,900 |
Value of total assets at beginning of year | 2016-12-31 | $10,273,579,511 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $187,122,623 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $822,420,134 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $15,727 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $111,464 |
Other income not declared elsewhere | 2016-12-31 | $513,549 |
Total non interest bearing cash at end of year | 2016-12-31 | $1,031,769 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $1,089,913 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Income. Non cash contributions | 2016-12-31 | $331,044,288 |
Value of net income/loss | 2016-12-31 | $-1,428,167,874 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,845,300,173 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,273,468,047 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $8,513,239,843 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $9,949,692,068 |
Employer contributions (assets) at end of year | 2016-12-31 | $331,044,288 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $322,797,530 |
Income. Dividends from common stock | 2016-12-31 | $187,122,623 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,009,044,894 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | KPMG LLP |
Accountancy firm EIN | 2016-12-31 | 135565207 |
2015 : PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $1,360,245,237 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $1,360,245,237 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $111,464 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $150,659 |
Total income from all sources (including contributions) | 2015-12-31 | $1,862,794,388 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $919,556,459 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $919,556,459 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $322,797,530 |
Value of total assets at end of year | 2015-12-31 | $10,273,579,511 |
Value of total assets at beginning of year | 2015-12-31 | $9,330,380,777 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $178,664,698 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $741,360,214 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $111,464 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $150,659 |
Other income not declared elsewhere | 2015-12-31 | $1,086,923 |
Total non interest bearing cash at end of year | 2015-12-31 | $1,089,913 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1,141,142 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $322,797,530 |
Value of net income/loss | 2015-12-31 | $943,237,929 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $10,273,468,047 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,330,230,118 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $9,949,692,068 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $9,025,293,507 |
Employer contributions (assets) at end of year | 2015-12-31 | $322,797,530 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $303,946,128 |
Income. Dividends from common stock | 2015-12-31 | $178,664,698 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $919,556,459 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | KPMG LLP |
Accountancy firm EIN | 2015-12-31 | 135565207 |
2014 : PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $2,087,329,058 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $2,087,329,058 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $150,659 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $3,201 |
Total income from all sources (including contributions) | 2014-12-31 | $2,566,530,246 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $695,899,333 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $695,899,333 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $303,946,128 |
Value of total assets at end of year | 2014-12-31 | $9,330,380,777 |
Value of total assets at beginning of year | 2014-12-31 | $7,459,602,406 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $174,919,667 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $521,453,476 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $150,659 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $3,201 |
Other income not declared elsewhere | 2014-12-31 | $335,393 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,141,142 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $1,423,619 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Income. Non cash contributions | 2014-12-31 | $303,946,128 |
Value of net income/loss | 2014-12-31 | $1,870,630,913 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,330,230,118 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,459,599,205 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $9,025,293,507 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $7,174,948,245 |
Employer contributions (assets) at end of year | 2014-12-31 | $303,946,128 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $283,230,542 |
Income. Dividends from common stock | 2014-12-31 | $174,919,667 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $695,899,333 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | KPMG LLP |
Accountancy firm EIN | 2014-12-31 | 135565207 |
2013 : PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $1,695,631,093 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $1,695,631,093 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $3,201 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $24,920 |
Total income from all sources (including contributions) | 2013-12-31 | $2,149,052,871 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $554,058,437 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $554,058,437 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $283,230,542 |
Value of total assets at end of year | 2013-12-31 | $7,459,602,406 |
Value of total assets at beginning of year | 2013-12-31 | $5,864,629,691 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $169,807,164 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $384,730,223 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $3,201 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $24,920 |
Other income not declared elsewhere | 2013-12-31 | $384,072 |
Total non interest bearing cash at end of year | 2013-12-31 | $1,423,619 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $1,228,803 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $283,230,542 |
Value of net income/loss | 2013-12-31 | $1,594,994,434 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,459,599,205 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,864,604,771 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $7,174,948,245 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $5,587,480,463 |
Employer contributions (assets) at end of year | 2013-12-31 | $283,230,542 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $275,920,425 |
Income. Dividends from common stock | 2013-12-31 | $169,807,164 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $554,058,437 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | KPMG LLP |
Accountancy firm EIN | 2013-12-31 | 135565207 |
2012 : PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $185,302,140 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $185,302,140 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $24,920 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $127,540 |
Total income from all sources (including contributions) | 2012-12-31 | $682,715,410 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $527,449,855 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $527,449,855 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $275,920,425 |
Value of total assets at end of year | 2012-12-31 | $5,864,629,691 |
Value of total assets at beginning of year | 2012-12-31 | $5,709,466,756 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $221,192,563 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $306,995,978 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $24,920 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $127,540 |
Other income not declared elsewhere | 2012-12-31 | $300,282 |
Total non interest bearing cash at end of year | 2012-12-31 | $1,228,803 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $1,287,721 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Income. Non cash contributions | 2012-12-31 | $275,920,425 |
Value of net income/loss | 2012-12-31 | $155,265,555 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,864,604,771 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,709,339,216 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $5,587,480,463 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $5,452,892,943 |
Employer contributions (assets) at end of year | 2012-12-31 | $275,920,425 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $255,286,092 |
Income. Dividends from common stock | 2012-12-31 | $221,192,563 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $527,449,855 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | KPMG LLP |
Accountancy firm EIN | 2012-12-31 | 135565207 |
2011 : PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $367,258,119 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $367,258,119 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $127,540 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $61,089 |
Total income from all sources (including contributions) | 2011-12-31 | $757,011,856 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $434,014,193 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $434,013,263 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $255,286,092 |
Value of total assets at end of year | 2011-12-31 | $5,709,466,756 |
Value of total assets at beginning of year | 2011-12-31 | $5,386,402,642 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $930 |
Total interest from all sources | 2011-12-31 | $65 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $134,139,179 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $300,657,479 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $127,540 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $61,089 |
Other income not declared elsewhere | 2011-12-31 | $328,401 |
Administrative expenses (other) incurred | 2011-12-31 | $930 |
Total non interest bearing cash at end of year | 2011-12-31 | $1,287,721 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $937,733 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Income. Non cash contributions | 2011-12-31 | $255,286,092 |
Value of net income/loss | 2011-12-31 | $322,997,663 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,709,339,216 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,386,341,553 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $248,770 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $248,770 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $65 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $5,452,892,943 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $5,146,294,926 |
Employer contributions (assets) at end of year | 2011-12-31 | $255,286,092 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $238,921,213 |
Income. Dividends from common stock | 2011-12-31 | $134,139,179 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $434,013,263 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | KPMG LLP |
Accountancy firm EIN | 2011-12-31 | 135565207 |
2010 : PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $884,179,549 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $884,179,549 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $61,089 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $115,592 |
Total income from all sources (including contributions) | 2010-12-31 | $1,240,724,738 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $363,605,888 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $363,604,736 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $238,921,213 |
Value of total assets at end of year | 2010-12-31 | $5,386,402,642 |
Value of total assets at beginning of year | 2010-12-31 | $4,509,338,295 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,152 |
Total interest from all sources | 2010-12-31 | $424 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $117,429,730 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $247,267,325 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $61,089 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $115,592 |
Other income not declared elsewhere | 2010-12-31 | $193,822 |
Administrative expenses (other) incurred | 2010-12-31 | $1,152 |
Total non interest bearing cash at end of year | 2010-12-31 | $250,742 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $196,986 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Income. Non cash contributions | 2010-12-31 | $238,921,213 |
Value of net income/loss | 2010-12-31 | $877,118,850 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,386,341,553 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,509,222,703 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $935,761 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,000,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,000,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $424 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $5,146,294,926 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $4,281,138,645 |
Employer contributions (assets) at end of year | 2010-12-31 | $238,921,213 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $227,002,664 |
Income. Dividends from common stock | 2010-12-31 | $117,429,730 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $363,604,736 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | KPMG LLP |
Accountancy firm EIN | 2010-12-31 | 135565207 |
2009 : PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $229,807,952 |
2022: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | Yes |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |