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PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 401k Plan overview

Plan NamePUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN
Plan identification number 004

PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

PUBLIX SUPER MARKETS, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01LINDA KANE
0042016-01-01LINDA KANE VP BENEFITS ADMIN
0042015-01-01LINDA KANE LINDA KANE2016-10-13
0042014-01-01LINDA KANE
0042013-01-01LINDA KANE, VP BEN ADM AND ASST SEC
0042012-01-01LINDA KANE, VP BEN ADM AND ASST SEC
0042011-01-01LINDA KANE, VP BEN ADM AND ASST SEC
0042009-01-01LINDA KANE, VP BEN ADM AND ASST SEC

Plan Statistics for PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN

401k plan membership statisitcs for PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN

Measure Date Value
2022: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01201,897
Total number of active participants reported on line 7a of the Form 55002022-01-01184,674
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0127,393
Total of all active and inactive participants2022-01-01212,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01513
Total participants2022-01-01212,580
Number of participants with account balances2022-01-01124,441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,881
2021: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01205,525
Total number of active participants reported on line 7a of the Form 55002021-01-01176,752
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0124,805
Total of all active and inactive participants2021-01-01201,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01340
Total participants2021-01-01201,897
Number of participants with account balances2021-01-01121,251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,882
2020: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01190,737
Total number of active participants reported on line 7a of the Form 55002020-01-01184,521
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0120,732
Total of all active and inactive participants2020-01-01205,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01272
Total participants2020-01-01205,525
Number of participants with account balances2020-01-01116,942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011,286
2019: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01182,839
Total number of active participants reported on line 7a of the Form 55002019-01-01171,804
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0118,646
Total of all active and inactive participants2019-01-01190,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01287
Total participants2019-01-01190,737
Number of participants with account balances2019-01-01109,515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011,152
2018: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01174,080
Total number of active participants reported on line 7a of the Form 55002018-01-01165,443
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0117,136
Total of all active and inactive participants2018-01-01182,579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01260
Total participants2018-01-01182,839
Number of participants with account balances2018-01-01101,509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011,234
2017: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01169,583
Total number of active participants reported on line 7a of the Form 55002017-01-01158,582
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115,219
Total of all active and inactive participants2017-01-01173,801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01279
Total participants2017-01-01174,080
Number of participants with account balances2017-01-0196,993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011,133
2016: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01164,409
Total number of active participants reported on line 7a of the Form 55002016-01-01155,649
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0113,622
Total of all active and inactive participants2016-01-01169,271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01312
Total participants2016-01-01169,583
Number of participants with account balances2016-01-0193,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011,107
2015: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01157,621
Total number of active participants reported on line 7a of the Form 55002015-01-01152,212
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111,923
Total of all active and inactive participants2015-01-01164,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01274
Total participants2015-01-01164,409
Number of participants with account balances2015-01-0187,412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01871
2014: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01150,209
Total number of active participants reported on line 7a of the Form 55002014-01-01145,933
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111,384
Total of all active and inactive participants2014-01-01157,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01304
Total participants2014-01-01157,621
Number of participants with account balances2014-01-0182,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01729
2013: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01144,203
Total number of active participants reported on line 7a of the Form 55002013-01-01140,021
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019,716
Total of all active and inactive participants2013-01-01149,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01472
Total participants2013-01-01150,209
Number of participants with account balances2013-01-0176,256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01541
2012: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01139,439
Total number of active participants reported on line 7a of the Form 55002012-01-01134,898
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018,786
Total of all active and inactive participants2012-01-01143,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01519
Total participants2012-01-01144,203
Number of participants with account balances2012-01-0171,358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01404
2011: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01134,803
Total number of active participants reported on line 7a of the Form 55002011-01-01131,835
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017,231
Total of all active and inactive participants2011-01-01139,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01373
Total participants2011-01-01139,439
Number of participants with account balances2011-01-0166,553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01283
2009: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01128,446
Total number of active participants reported on line 7a of the Form 55002009-01-01126,163
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016,125
Total of all active and inactive participants2009-01-01132,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01289
Total participants2009-01-01132,577
Number of participants with account balances2009-01-0161,031
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01408

Financial Data on PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN

Measure Date Value
2022 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$252,317,326
Total unrealized appreciation/depreciation of assets2022-12-31$252,317,326
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,877,638
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,540,498
Total income from all sources (including contributions)2022-12-31$443,488,143
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$485,266,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$480,364,628
Value of total corrective distributions2022-12-31$2,764,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$355,177,389
Value of total assets at end of year2022-12-31$6,059,900,070
Value of total assets at beginning of year2022-12-31$6,101,341,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,136,769
Total interest from all sources2022-12-31$5,027,381
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$122,384,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$11,905,910
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$309,346,769
Participant contributions at end of year2022-12-31$118,857,912
Participant contributions at beginning of year2022-12-31$110,572,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,764,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,976,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-41,778,206
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,048,022,432
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,089,800,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$205,396,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$227,747,760
Interest on participant loans2022-12-31$4,456,120
Value of interest in common/collective trusts at end of year2022-12-31$1,049,273,626
Value of interest in common/collective trusts at beginning of year2022-12-31$1,138,120,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$42,176,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$37,462,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$37,462,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$571,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-45,236,209
Net investment gain or loss from common/collective trusts2022-12-31$-246,182,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$4,598,364,887
Assets. Invements in employer securities at beginning of year2022-12-31$4,543,850,377
Contributions received in cash from employer2022-12-31$45,830,620
Employer contributions (assets) at end of year2022-12-31$45,830,620
Employer contributions (assets) at beginning of year2022-12-31$43,588,501
Income. Dividends from common stock2022-12-31$110,479,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$480,364,628
Contract administrator fees2022-12-31$2,136,769
Liabilities. Value of benefit claims payable at end of year2022-12-31$9,112,686
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$8,563,648
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KPMG, LLP
Accountancy firm EIN2022-12-31135565207
2021 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$571,494,386
Total unrealized appreciation/depreciation of assets2021-12-31$571,494,386
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,540,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,790,333
Total income from all sources (including contributions)2021-12-31$1,182,861,672
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$431,122,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$426,560,057
Value of total corrective distributions2021-12-31$2,976,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$331,176,465
Value of total assets at end of year2021-12-31$6,101,341,136
Value of total assets at beginning of year2021-12-31$5,346,851,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,585,490
Total interest from all sources2021-12-31$4,655,180
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$114,035,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$17,330,125
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$105,330,356
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$287,587,964
Participant contributions at end of year2021-12-31$110,572,362
Participant contributions at beginning of year2021-12-31$113,155,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,976,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,588,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$751,739,275
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,089,800,638
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,338,061,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$227,747,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$179,102,654
Interest on participant loans2021-12-31$4,626,806
Value of interest in common/collective trusts at end of year2021-12-31$1,138,120,023
Value of interest in common/collective trusts at beginning of year2021-12-31$825,717,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$37,462,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$34,273,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$34,273,434
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$28,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,070,118
Net investment gain or loss from common/collective trusts2021-12-31$148,429,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$4,543,850,377
Assets. Invements in employer securities at beginning of year2021-12-31$4,153,905,122
Contributions received in cash from employer2021-12-31$43,588,501
Employer contributions (assets) at end of year2021-12-31$43,588,501
Employer contributions (assets) at beginning of year2021-12-31$40,697,358
Income. Dividends from common stock2021-12-31$96,705,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$426,560,057
Contract administrator fees2021-12-31$1,585,490
Liabilities. Value of benefit claims payable at end of year2021-12-31$8,563,648
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$5,201,761
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KPMG, LLP
Accountancy firm EIN2021-12-31135565207
2020 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$793,405,853
Total unrealized appreciation/depreciation of assets2020-12-31$793,405,853
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,790,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,943,684
Total income from all sources (including contributions)2020-12-31$1,343,517,896
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$421,309,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$416,597,503
Value of total corrective distributions2020-12-31$3,588,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$299,549,658
Value of total assets at end of year2020-12-31$5,346,851,696
Value of total assets at beginning of year2020-12-31$4,421,796,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,122,956
Total interest from all sources2020-12-31$5,903,495
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$92,954,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,300,576
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$65,073,221
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$258,852,300
Participant contributions at end of year2020-12-31$113,155,583
Participant contributions at beginning of year2020-12-31$123,333,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,588,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,480,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$922,208,865
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,338,061,363
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,415,852,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$179,102,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$144,077,043
Interest on participant loans2020-12-31$5,696,913
Value of interest in common/collective trusts at end of year2020-12-31$825,717,545
Value of interest in common/collective trusts at beginning of year2020-12-31$525,806,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$34,273,434
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$62,447,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$62,447,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$206,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,498,701
Net investment gain or loss from common/collective trusts2020-12-31$133,205,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$4,153,905,122
Assets. Invements in employer securities at beginning of year2020-12-31$3,528,110,325
Contributions received in cash from employer2020-12-31$40,697,358
Employer contributions (assets) at end of year2020-12-31$40,697,358
Employer contributions (assets) at beginning of year2020-12-31$38,021,520
Income. Dividends from common stock2020-12-31$89,654,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$416,597,503
Contract administrator fees2020-12-31$1,122,956
Liabilities. Value of benefit claims payable at end of year2020-12-31$5,201,761
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$3,463,158
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KPMG, LLP
Accountancy firm EIN2020-12-31135565207
2019 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$436,160,536
Total unrealized appreciation/depreciation of assets2019-12-31$436,160,536
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,943,684
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,440,235
Total income from all sources (including contributions)2019-12-31$888,249,506
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$258,408,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$254,526,744
Value of total corrective distributions2019-12-31$2,480,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$242,032,327
Value of total assets at end of year2019-12-31$4,421,796,182
Value of total assets at beginning of year2019-12-31$3,794,451,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,401,019
Total interest from all sources2019-12-31$6,406,916
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$87,021,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,745,791
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$63,892,676
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$204,010,807
Participant contributions at end of year2019-12-31$123,333,025
Participant contributions at beginning of year2019-12-31$119,039,593
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$38,021,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,480,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,940,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$629,841,217
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,415,852,498
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,786,011,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$144,077,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$263,438,217
Interest on participant loans2019-12-31$5,407,672
Value of interest in common/collective trusts at end of year2019-12-31$525,806,735
Value of interest in common/collective trusts at beginning of year2019-12-31$263,268,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$62,447,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$56,918,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$56,918,256
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$999,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$52,104,084
Net investment gain or loss from common/collective trusts2019-12-31$64,524,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$3,528,110,325
Assets. Invements in employer securities at beginning of year2019-12-31$3,056,832,653
Employer contributions (assets) at end of year2019-12-31$38,021,520
Employer contributions (assets) at beginning of year2019-12-31$34,954,557
Income. Dividends from common stock2019-12-31$83,275,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$254,526,744
Contract administrator fees2019-12-31$1,401,019
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,463,158
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$5,499,349
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$102,240,213
Total unrealized appreciation/depreciation of assets2018-12-31$102,240,213
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,440,235
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,221,161
Total income from all sources (including contributions)2018-12-31$377,942,309
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$234,180,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$229,942,829
Value of total corrective distributions2018-12-31$2,940,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$219,218,897
Value of total assets at end of year2018-12-31$3,794,451,516
Value of total assets at beginning of year2018-12-31$3,654,470,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,296,565
Total interest from all sources2018-12-31$5,355,564
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$82,380,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$10,874,261
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$41,308,004
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$184,264,340
Participant contributions at end of year2018-12-31$119,039,593
Participant contributions at beginning of year2018-12-31$119,167,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,940,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,478,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$34,954,557
Value of net income/loss2018-12-31$143,762,029
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,786,011,281
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,642,249,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$263,438,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$271,843,106
Interest on participant loans2018-12-31$4,610,772
Value of interest in common/collective trusts at end of year2018-12-31$263,268,240
Value of interest in common/collective trusts at beginning of year2018-12-31$269,898,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$56,918,256
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$52,031,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$52,031,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$744,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-21,146,225
Net investment gain or loss from common/collective trusts2018-12-31$-10,106,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$3,056,832,653
Assets. Invements in employer securities at beginning of year2018-12-31$2,907,937,507
Employer contributions (assets) at end of year2018-12-31$34,954,557
Employer contributions (assets) at beginning of year2018-12-31$33,591,852
Income. Dividends from common stock2018-12-31$71,506,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$229,942,829
Contract administrator fees2018-12-31$1,296,565
Liabilities. Value of benefit claims payable at end of year2018-12-31$5,499,349
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$9,742,375
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$26,058,353
Total unrealized appreciation/depreciation of assets2017-12-31$26,058,353
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,221,161
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,759,999
Total income from all sources (including contributions)2017-12-31$381,171,626
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$270,930,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$267,199,785
Value of total corrective distributions2017-12-31$2,478,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$208,217,175
Value of total assets at end of year2017-12-31$3,654,470,413
Value of total assets at beginning of year2017-12-31$3,541,767,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,251,720
Total interest from all sources2017-12-31$4,452,439
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$75,692,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$10,103,968
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$60,169,855
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$174,625,323
Participant contributions at end of year2017-12-31$119,167,154
Participant contributions at beginning of year2017-12-31$119,751,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,478,786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$3,083,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$33,591,852
Value of net income/loss2017-12-31$110,241,335
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,642,249,252
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,532,007,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$271,843,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$181,589,447
Interest on participant loans2017-12-31$4,141,083
Value of interest in common/collective trusts at end of year2017-12-31$269,898,920
Value of interest in common/collective trusts at beginning of year2017-12-31$214,734,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$52,031,874
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$51,339,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$51,339,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$311,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$38,054,575
Net investment gain or loss from common/collective trusts2017-12-31$28,696,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$2,907,937,507
Assets. Invements in employer securities at beginning of year2017-12-31$2,944,115,158
Employer contributions (assets) at end of year2017-12-31$33,591,852
Employer contributions (assets) at beginning of year2017-12-31$30,237,646
Income. Dividends from common stock2017-12-31$65,588,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$267,199,785
Contract administrator fees2017-12-31$1,251,720
Liabilities. Value of benefit claims payable at end of year2017-12-31$9,742,375
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$6,676,859
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-307,087,828
Total unrealized appreciation/depreciation of assets2016-12-31$-307,087,828
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,759,999
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,101,431
Total income from all sources (including contributions)2016-12-31$-18,128,697
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$248,130,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$243,819,472
Value of total corrective distributions2016-12-31$3,083,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$198,718,358
Value of total assets at end of year2016-12-31$3,541,767,916
Value of total assets at beginning of year2016-12-31$3,808,368,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,227,938
Total interest from all sources2016-12-31$3,953,795
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$65,442,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,059,864
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$69,002,470
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$168,480,712
Participant contributions at end of year2016-12-31$119,751,825
Participant contributions at beginning of year2016-12-31$113,927,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$3,083,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,493,257
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
Income. Non cash contributions2016-12-31$30,237,646
Value of net income/loss2016-12-31$-266,259,247
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,532,007,917
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,798,267,164
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$181,589,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$178,520,470
Interest on participant loans2016-12-31$3,817,289
Value of interest in common/collective trusts at end of year2016-12-31$214,734,363
Value of interest in common/collective trusts at beginning of year2016-12-31$196,581,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$51,339,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$49,165,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$49,165,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$136,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,293,374
Net investment gain or loss from common/collective trusts2016-12-31$15,551,395
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
Assets. Invements in employer securities at end of year2016-12-31$2,944,115,158
Assets. Invements in employer securities at beginning of year2016-12-31$3,238,757,797
Employer contributions (assets) at end of year2016-12-31$30,237,646
Employer contributions (assets) at beginning of year2016-12-31$31,416,334
Income. Dividends from common stock2016-12-31$62,382,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$243,819,472
Contract administrator fees2016-12-31$1,227,938
Liabilities. Value of benefit claims payable at end of year2016-12-31$6,676,859
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$6,608,174
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$436,543,862
Total unrealized appreciation/depreciation of assets2015-12-31$436,543,862
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,101,431
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,952,395
Total income from all sources (including contributions)2015-12-31$695,473,015
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$223,213,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$218,515,681
Value of total corrective distributions2015-12-31$3,493,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$191,118,124
Value of total assets at end of year2015-12-31$3,808,368,595
Value of total assets at beginning of year2015-12-31$3,335,960,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,205,015
Total interest from all sources2015-12-31$3,555,585
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$63,392,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$7,081,706
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$66,055,550
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$159,701,790
Participant contributions at end of year2015-12-31$113,927,018
Participant contributions at beginning of year2015-12-31$104,360,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,493,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$3,001,833
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
Income. Non cash contributions2015-12-31$31,416,334
Value of net income/loss2015-12-31$472,259,062
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,798,267,164
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,326,008,102
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$178,520,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$181,406,534
Interest on participant loans2015-12-31$3,546,296
Value of interest in common/collective trusts at end of year2015-12-31$196,581,302
Value of interest in common/collective trusts at beginning of year2015-12-31$197,420,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$49,165,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$54,025,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$54,025,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$9,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-540,280
Net investment gain or loss from common/collective trusts2015-12-31$1,403,136
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
Assets. Invements in employer securities at end of year2015-12-31$3,238,757,797
Assets. Invements in employer securities at beginning of year2015-12-31$2,770,135,483
Employer contributions (assets) at end of year2015-12-31$31,416,334
Employer contributions (assets) at beginning of year2015-12-31$28,612,447
Income. Dividends from common stock2015-12-31$56,310,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$218,515,681
Contract administrator fees2015-12-31$1,205,015
Liabilities. Value of benefit claims payable at end of year2015-12-31$6,608,174
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$6,950,562
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$630,127,739
Total unrealized appreciation/depreciation of assets2014-12-31$630,127,739
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,952,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,692,114
Total income from all sources (including contributions)2014-12-31$879,665,898
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$166,228,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$162,063,297
Value of total corrective distributions2014-12-31$3,001,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$170,700,593
Value of total assets at end of year2014-12-31$3,335,960,497
Value of total assets at beginning of year2014-12-31$2,620,262,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,163,538
Total interest from all sources2014-12-31$3,142,431
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$61,957,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$9,573,142
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$36,108,561
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$142,088,146
Participant contributions at end of year2014-12-31$104,360,045
Participant contributions at beginning of year2014-12-31$93,603,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$3,001,833
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,828,286
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
Income. Non cash contributions2014-12-31$28,612,447
Value of net income/loss2014-12-31$713,437,230
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,326,008,102
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,612,570,872
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$181,406,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$177,515,971
Interest on participant loans2014-12-31$3,141,681
Value of interest in common/collective trusts at end of year2014-12-31$197,420,607
Value of interest in common/collective trusts at beginning of year2014-12-31$185,646,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$54,025,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$49,655,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$49,655,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$365,196
Net investment gain or loss from common/collective trusts2014-12-31$13,372,232
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
Assets. Invements in employer securities at end of year2014-12-31$2,770,135,483
Assets. Invements in employer securities at beginning of year2014-12-31$2,087,358,590
Employer contributions (assets) at end of year2014-12-31$28,612,447
Employer contributions (assets) at beginning of year2014-12-31$26,482,918
Income. Dividends from common stock2014-12-31$52,384,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$162,063,297
Contract administrator fees2014-12-31$1,163,538
Liabilities. Value of benefit claims payable at end of year2014-12-31$6,950,562
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$4,863,828
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$476,610,712
Total unrealized appreciation/depreciation of assets2013-12-31$476,610,712
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,692,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,960,479
Total income from all sources (including contributions)2013-12-31$743,981,237
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$118,276,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$114,397,189
Value of total corrective distributions2013-12-31$2,828,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$156,518,028
Value of total assets at end of year2013-12-31$2,620,262,986
Value of total assets at beginning of year2013-12-31$1,994,826,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,051,396
Total interest from all sources2013-12-31$2,843,347
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$66,210,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$18,167,591
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$17,598,200
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$130,035,110
Participant contributions at end of year2013-12-31$93,603,501
Participant contributions at beginning of year2013-12-31$84,623,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,828,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,824,139
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
Income. Non cash contributions2013-12-31$26,482,918
Value of net income/loss2013-12-31$625,704,366
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,612,570,872
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,986,866,506
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$177,515,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$145,043,512
Interest on participant loans2013-12-31$2,832,544
Value of interest in common/collective trusts at end of year2013-12-31$185,646,618
Value of interest in common/collective trusts at beginning of year2013-12-31$157,986,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$49,655,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$44,310,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$44,310,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$10,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$16,514,908
Net investment gain or loss from common/collective trusts2013-12-31$25,283,363
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
Assets. Invements in employer securities at end of year2013-12-31$2,087,358,590
Assets. Invements in employer securities at beginning of year2013-12-31$1,537,939,605
Employer contributions (assets) at end of year2013-12-31$26,482,918
Employer contributions (assets) at beginning of year2013-12-31$24,924,290
Income. Dividends from common stock2013-12-31$48,043,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$114,397,189
Contract administrator fees2013-12-31$1,051,396
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$4,863,828
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$5,136,340
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$53,235,895
Total unrealized appreciation/depreciation of assets2012-12-31$53,235,895
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,960,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,365,055
Total income from all sources (including contributions)2012-12-31$293,088,853
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$101,373,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$97,592,119
Value of total corrective distributions2012-12-31$2,824,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$145,386,306
Value of total assets at end of year2012-12-31$1,994,826,985
Value of total assets at beginning of year2012-12-31$1,800,516,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$957,669
Total interest from all sources2012-12-31$2,792,555
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$62,394,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,569,822
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$12,285,606
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$120,462,016
Participant contributions at end of year2012-12-31$84,623,237
Participant contributions at beginning of year2012-12-31$78,265,386
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,824,139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,538,549
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
Income. Non cash contributions2012-12-31$24,924,290
Value of net income/loss2012-12-31$191,714,926
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,986,866,506
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,795,151,580
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$145,043,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$156,057,061
Interest on participant loans2012-12-31$2,761,176
Value of interest in common/collective trusts at end of year2012-12-31$157,986,268
Value of interest in common/collective trusts at beginning of year2012-12-31$103,618,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$44,310,073
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$23,261,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$23,261,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$31,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$20,246,365
Net investment gain or loss from common/collective trusts2012-12-31$9,032,911
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
Assets. Invements in employer securities at end of year2012-12-31$1,537,939,605
Assets. Invements in employer securities at beginning of year2012-12-31$1,415,695,140
Employer contributions (assets) at end of year2012-12-31$24,924,290
Employer contributions (assets) at beginning of year2012-12-31$23,618,853
Income. Dividends from common stock2012-12-31$57,824,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$97,592,119
Contract administrator fees2012-12-31$957,669
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$5,136,340
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,826,506
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$92,938,908
Total unrealized appreciation/depreciation of assets2011-12-31$92,938,908
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,365,055
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,843,330
Total income from all sources (including contributions)2011-12-31$260,630,620
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$85,285,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$81,893,061
Value of total corrective distributions2011-12-31$2,538,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$137,392,979
Value of total assets at end of year2011-12-31$1,800,516,635
Value of total assets at beginning of year2011-12-31$1,625,649,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$853,563
Total interest from all sources2011-12-31$2,825,591
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$34,952,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,574,838
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$9,405,259
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$113,774,126
Participant contributions at end of year2011-12-31$78,265,386
Participant contributions at beginning of year2011-12-31$72,069,972
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,538,549
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,583,895
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
Income. Non cash contributions2011-12-31$23,618,853
Value of net income/loss2011-12-31$175,345,447
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,795,151,580
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,619,806,133
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$156,057,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$164,811,487
Interest on participant loans2011-12-31$2,804,821
Value of interest in common/collective trusts at end of year2011-12-31$103,618,472
Value of interest in common/collective trusts at beginning of year2011-12-31$97,380,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$23,261,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$21,803,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$21,803,188
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$20,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-8,877,403
Net investment gain or loss from common/collective trusts2011-12-31$1,397,930
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
Assets. Invements in employer securities at end of year2011-12-31$1,415,695,140
Assets. Invements in employer securities at beginning of year2011-12-31$1,247,081,579
Employer contributions (assets) at end of year2011-12-31$23,618,853
Employer contributions (assets) at beginning of year2011-12-31$22,502,463
Income. Dividends from common stock2011-12-31$32,377,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$81,893,061
Contract administrator fees2011-12-31$853,563
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,826,506
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$3,259,435
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$209,303,342
Total unrealized appreciation/depreciation of assets2010-12-31$209,303,342
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,843,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,064,317
Total income from all sources (including contributions)2010-12-31$390,211,021
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$72,256,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$68,906,805
Value of total corrective distributions2010-12-31$2,583,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$129,963,559
Value of total assets at end of year2010-12-31$1,625,649,463
Value of total assets at beginning of year2010-12-31$1,306,915,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$765,395
Total interest from all sources2010-12-31$3,125,377
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$29,483,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,990,310
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$6,088,787
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$107,461,096
Participant contributions at end of year2010-12-31$72,069,972
Participant contributions at beginning of year2010-12-31$64,559,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,583,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,356,277
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
Income. Non cash contributions2010-12-31$22,502,463
Value of net income/loss2010-12-31$317,954,926
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,619,806,133
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,301,851,207
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$164,811,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$147,235,023
Interest on participant loans2010-12-31$3,057,174
Value of interest in common/collective trusts at end of year2010-12-31$97,380,774
Value of interest in common/collective trusts at beginning of year2010-12-31$85,886,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$21,803,188
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$19,568,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$19,568,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$68,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$11,836,735
Net investment gain or loss from common/collective trusts2010-12-31$6,498,676
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
Assets. Invements in employer securities at end of year2010-12-31$1,247,081,579
Assets. Invements in employer securities at beginning of year2010-12-31$967,474,052
Employer contributions (assets) at end of year2010-12-31$22,502,463
Employer contributions (assets) at beginning of year2010-12-31$22,191,890
Income. Dividends from common stock2010-12-31$26,493,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$68,906,805
Contract administrator fees2010-12-31$765,395
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$3,259,435
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2,708,040
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$4,651,701

Form 5500 Responses for PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN

2022: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 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: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 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: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 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: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 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: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 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
2009: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 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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