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Plan Name | PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | PUBLIX SUPER MARKETS, INC. |
Employer identification number (EIN): | 590324412 |
NAIC Classification: | 445110 |
NAIC Description: | Supermarkets and Other Grocery (except Convenience) Stores |
Additional information about PUBLIX SUPER MARKETS, INC.
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 1921-12-27 |
Company Identification Number: | 112252 |
Legal Registered Office Address: |
801 US Highway 1 North Palm Beach 33408 |
More information about PUBLIX SUPER MARKETS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2022-01-01 | ||||
004 | 2021-01-01 | ||||
004 | 2020-01-01 | ||||
004 | 2019-01-01 | ||||
004 | 2018-01-01 | ||||
004 | 2017-01-01 | LINDA KANE | |||
004 | 2016-01-01 | LINDA KANE VP BENEFITS ADMIN | |||
004 | 2015-01-01 | LINDA KANE | LINDA KANE | 2016-10-13 | |
004 | 2014-01-01 | LINDA KANE | |||
004 | 2013-01-01 | LINDA KANE, VP BEN ADM AND ASST SEC | |||
004 | 2012-01-01 | LINDA KANE, VP BEN ADM AND ASST SEC | |||
004 | 2011-01-01 | LINDA KANE, VP BEN ADM AND ASST SEC | |||
004 | 2009-01-01 | LINDA KANE, VP BEN ADM AND ASST SEC |
Measure | Date | Value |
---|---|---|
2022: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 201,897 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 184,674 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 27,393 |
Total of all active and inactive participants | 2022-01-01 | 212,067 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 513 |
Total participants | 2022-01-01 | 212,580 |
Number of participants with account balances | 2022-01-01 | 124,441 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1,881 |
2021: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 205,525 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 176,752 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 24,805 |
Total of all active and inactive participants | 2021-01-01 | 201,557 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 340 |
Total participants | 2021-01-01 | 201,897 |
Number of participants with account balances | 2021-01-01 | 121,251 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1,882 |
2020: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 190,737 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 184,521 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 20,732 |
Total of all active and inactive participants | 2020-01-01 | 205,253 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 272 |
Total participants | 2020-01-01 | 205,525 |
Number of participants with account balances | 2020-01-01 | 116,942 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1,286 |
2019: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 182,839 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 171,804 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 18,646 |
Total of all active and inactive participants | 2019-01-01 | 190,450 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 287 |
Total participants | 2019-01-01 | 190,737 |
Number of participants with account balances | 2019-01-01 | 109,515 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1,152 |
2018: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 174,080 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 165,443 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 17,136 |
Total of all active and inactive participants | 2018-01-01 | 182,579 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 260 |
Total participants | 2018-01-01 | 182,839 |
Number of participants with account balances | 2018-01-01 | 101,509 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1,234 |
2017: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 169,583 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 158,582 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 15,219 |
Total of all active and inactive participants | 2017-01-01 | 173,801 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 279 |
Total participants | 2017-01-01 | 174,080 |
Number of participants with account balances | 2017-01-01 | 96,993 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1,133 |
2016: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 164,409 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 155,649 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 13,622 |
Total of all active and inactive participants | 2016-01-01 | 169,271 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 312 |
Total participants | 2016-01-01 | 169,583 |
Number of participants with account balances | 2016-01-01 | 93,420 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1,107 |
2015: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 157,621 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 152,212 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11,923 |
Total of all active and inactive participants | 2015-01-01 | 164,135 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 274 |
Total participants | 2015-01-01 | 164,409 |
Number of participants with account balances | 2015-01-01 | 87,412 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 871 |
2014: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 150,209 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 145,933 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 11,384 |
Total of all active and inactive participants | 2014-01-01 | 157,317 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 304 |
Total participants | 2014-01-01 | 157,621 |
Number of participants with account balances | 2014-01-01 | 82,168 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 729 |
2013: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 144,203 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 140,021 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9,716 |
Total of all active and inactive participants | 2013-01-01 | 149,737 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 472 |
Total participants | 2013-01-01 | 150,209 |
Number of participants with account balances | 2013-01-01 | 76,256 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 541 |
2012: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 139,439 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 134,898 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8,786 |
Total of all active and inactive participants | 2012-01-01 | 143,684 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 519 |
Total participants | 2012-01-01 | 144,203 |
Number of participants with account balances | 2012-01-01 | 71,358 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 404 |
2011: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 134,803 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 131,835 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 7,231 |
Total of all active and inactive participants | 2011-01-01 | 139,066 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 373 |
Total participants | 2011-01-01 | 139,439 |
Number of participants with account balances | 2011-01-01 | 66,553 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 283 |
2009: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 128,446 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 126,163 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6,125 |
Total of all active and inactive participants | 2009-01-01 | 132,288 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 289 |
Total participants | 2009-01-01 | 132,577 |
Number of participants with account balances | 2009-01-01 | 61,031 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 408 |
Measure | Date | Value |
---|---|---|
2022 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $252,317,326 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $485,266,349 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $480,364,628 |
Value of total corrective distributions | 2022-12-31 | $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 year | 2022-12-31 | $6,059,900,070 |
Value of total assets at beginning of year | 2022-12-31 | $6,101,341,136 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,136,769 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $11,905,910 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $309,346,769 |
Participant contributions at end of year | 2022-12-31 | $118,857,912 |
Participant contributions at beginning of year | 2022-12-31 | $110,572,362 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $2,764,952 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $205,396,962 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $227,747,760 |
Interest on participant loans | 2022-12-31 | $4,456,120 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,049,273,626 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,138,120,023 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $42,176,063 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $37,462,113 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $-246,182,680 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $4,598,364,887 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $4,543,850,377 |
Contributions received in cash from employer | 2022-12-31 | $45,830,620 |
Employer contributions (assets) at end of year | 2022-12-31 | $45,830,620 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $43,588,501 |
Income. Dividends from common stock | 2022-12-31 | $110,479,026 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $480,364,628 |
Contract administrator fees | 2022-12-31 | $2,136,769 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $9,112,686 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $8,563,648 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | KPMG, LLP |
Accountancy firm EIN | 2022-12-31 | 135565207 |
2021 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $571,494,386 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $431,122,397 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $426,560,057 |
Value of total corrective distributions | 2021-12-31 | $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 year | 2021-12-31 | $6,101,341,136 |
Value of total assets at beginning of year | 2021-12-31 | $5,346,851,696 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,585,490 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $17,330,125 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $105,330,356 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $287,587,964 |
Participant contributions at end of year | 2021-12-31 | $110,572,362 |
Participant contributions at beginning of year | 2021-12-31 | $113,155,583 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $2,976,850 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $227,747,760 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $179,102,654 |
Interest on participant loans | 2021-12-31 | $4,626,806 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,138,120,023 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $825,717,545 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $37,462,113 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $34,273,434 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $148,429,690 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $4,543,850,377 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $4,153,905,122 |
Contributions received in cash from employer | 2021-12-31 | $43,588,501 |
Employer contributions (assets) at end of year | 2021-12-31 | $43,588,501 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $40,697,358 |
Income. Dividends from common stock | 2021-12-31 | $96,705,708 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $426,560,057 |
Contract administrator fees | 2021-12-31 | $1,585,490 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $8,563,648 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $5,201,761 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | KPMG, LLP |
Accountancy firm EIN | 2021-12-31 | 135565207 |
2020 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $793,405,853 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $421,309,031 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $416,597,503 |
Value of total corrective distributions | 2020-12-31 | $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 year | 2020-12-31 | $5,346,851,696 |
Value of total assets at beginning of year | 2020-12-31 | $4,421,796,182 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,122,956 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $3,300,576 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $65,073,221 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $258,852,300 |
Participant contributions at end of year | 2020-12-31 | $113,155,583 |
Participant contributions at beginning of year | 2020-12-31 | $123,333,025 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $3,588,572 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $179,102,654 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $144,077,043 |
Interest on participant loans | 2020-12-31 | $5,696,913 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $825,717,545 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $525,806,735 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $34,273,434 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $62,447,534 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $133,205,393 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $4,153,905,122 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $3,528,110,325 |
Contributions received in cash from employer | 2020-12-31 | $40,697,358 |
Employer contributions (assets) at end of year | 2020-12-31 | $40,697,358 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $38,021,520 |
Income. Dividends from common stock | 2020-12-31 | $89,654,220 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $416,597,503 |
Contract administrator fees | 2020-12-31 | $1,122,956 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $5,201,761 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $3,463,158 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | KPMG, LLP |
Accountancy firm EIN | 2020-12-31 | 135565207 |
2019 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $436,160,536 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $258,408,289 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $254,526,744 |
Value of total corrective distributions | 2019-12-31 | $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 year | 2019-12-31 | $4,421,796,182 |
Value of total assets at beginning of year | 2019-12-31 | $3,794,451,516 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,401,019 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,745,791 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $63,892,676 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $204,010,807 |
Participant contributions at end of year | 2019-12-31 | $123,333,025 |
Participant contributions at beginning of year | 2019-12-31 | $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 year | 2019-12-31 | $2,480,526 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $144,077,043 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $263,438,217 |
Interest on participant loans | 2019-12-31 | $5,407,672 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $525,806,735 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $263,268,240 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $62,447,534 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $56,918,256 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $64,524,283 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $3,528,110,325 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $3,056,832,653 |
Employer contributions (assets) at end of year | 2019-12-31 | $38,021,520 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $34,954,557 |
Income. Dividends from common stock | 2019-12-31 | $83,275,569 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $254,526,744 |
Contract administrator fees | 2019-12-31 | $1,401,019 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $3,463,158 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $5,499,349 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | KPMG LLP |
Accountancy firm EIN | 2019-12-31 | 135565207 |
2018 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $102,240,213 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $234,180,280 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $229,942,829 |
Value of total corrective distributions | 2018-12-31 | $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 year | 2018-12-31 | $3,794,451,516 |
Value of total assets at beginning of year | 2018-12-31 | $3,654,470,413 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,296,565 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $10,874,261 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $41,308,004 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $184,264,340 |
Participant contributions at end of year | 2018-12-31 | $119,039,593 |
Participant contributions at beginning of year | 2018-12-31 | $119,167,154 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $2,940,886 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $34,954,557 |
Value of net income/loss | 2018-12-31 | $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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $263,438,217 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $271,843,106 |
Interest on participant loans | 2018-12-31 | $4,610,772 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $263,268,240 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $269,898,920 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $56,918,256 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $52,031,874 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $-10,106,879 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $3,056,832,653 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $2,907,937,507 |
Employer contributions (assets) at end of year | 2018-12-31 | $34,954,557 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $33,591,852 |
Income. Dividends from common stock | 2018-12-31 | $71,506,478 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $229,942,829 |
Contract administrator fees | 2018-12-31 | $1,296,565 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $5,499,349 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $9,742,375 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | KPMG LLP |
Accountancy firm EIN | 2018-12-31 | 135565207 |
2017 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $26,058,353 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $270,930,291 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $267,199,785 |
Value of total corrective distributions | 2017-12-31 | $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 year | 2017-12-31 | $3,654,470,413 |
Value of total assets at beginning of year | 2017-12-31 | $3,541,767,916 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,251,720 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $10,103,968 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $60,169,855 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $174,625,323 |
Participant contributions at end of year | 2017-12-31 | $119,167,154 |
Participant contributions at beginning of year | 2017-12-31 | $119,751,825 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $2,478,786 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $33,591,852 |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $271,843,106 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $181,589,447 |
Interest on participant loans | 2017-12-31 | $4,141,083 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $269,898,920 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $214,734,363 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $52,031,874 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $51,339,477 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $28,696,454 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $2,907,937,507 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $2,944,115,158 |
Employer contributions (assets) at end of year | 2017-12-31 | $33,591,852 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $30,237,646 |
Income. Dividends from common stock | 2017-12-31 | $65,588,662 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $267,199,785 |
Contract administrator fees | 2017-12-31 | $1,251,720 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $9,742,375 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $6,676,859 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | KPMG LLP |
Accountancy firm EIN | 2017-12-31 | 135565207 |
2016 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-307,087,828 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $248,130,550 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $243,819,472 |
Value of total corrective distributions | 2016-12-31 | $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 year | 2016-12-31 | $3,541,767,916 |
Value of total assets at beginning of year | 2016-12-31 | $3,808,368,595 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,227,938 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $3,059,864 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $69,002,470 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $168,480,712 |
Participant contributions at end of year | 2016-12-31 | $119,751,825 |
Participant contributions at beginning of year | 2016-12-31 | $113,927,018 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $3,083,140 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Income. Non cash contributions | 2016-12-31 | $30,237,646 |
Value of net income/loss | 2016-12-31 | $-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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $181,589,447 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $178,520,470 |
Interest on participant loans | 2016-12-31 | $3,817,289 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $214,734,363 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $196,581,302 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $51,339,477 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $49,165,674 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $15,551,395 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $2,944,115,158 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $3,238,757,797 |
Employer contributions (assets) at end of year | 2016-12-31 | $30,237,646 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $31,416,334 |
Income. Dividends from common stock | 2016-12-31 | $62,382,345 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $243,819,472 |
Contract administrator fees | 2016-12-31 | $1,227,938 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $6,676,859 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $6,608,174 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | KPMG LLP |
Accountancy firm EIN | 2016-12-31 | 135565207 |
2015 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $436,543,862 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $223,213,953 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $218,515,681 |
Value of total corrective distributions | 2015-12-31 | $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 year | 2015-12-31 | $3,808,368,595 |
Value of total assets at beginning of year | 2015-12-31 | $3,335,960,497 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,205,015 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $7,081,706 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $66,055,550 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $159,701,790 |
Participant contributions at end of year | 2015-12-31 | $113,927,018 |
Participant contributions at beginning of year | 2015-12-31 | $104,360,045 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $3,493,257 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $31,416,334 |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $178,520,470 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $181,406,534 |
Interest on participant loans | 2015-12-31 | $3,546,296 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $196,581,302 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $197,420,607 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $49,165,674 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $54,025,381 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $1,403,136 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $3,238,757,797 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $2,770,135,483 |
Employer contributions (assets) at end of year | 2015-12-31 | $31,416,334 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $28,612,447 |
Income. Dividends from common stock | 2015-12-31 | $56,310,882 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $218,515,681 |
Contract administrator fees | 2015-12-31 | $1,205,015 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $6,608,174 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $6,950,562 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | KPMG LLP |
Accountancy firm EIN | 2015-12-31 | 135565207 |
2014 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $630,127,739 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $166,228,668 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $162,063,297 |
Value of total corrective distributions | 2014-12-31 | $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 year | 2014-12-31 | $3,335,960,497 |
Value of total assets at beginning of year | 2014-12-31 | $2,620,262,986 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,163,538 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $9,573,142 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $36,108,561 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $142,088,146 |
Participant contributions at end of year | 2014-12-31 | $104,360,045 |
Participant contributions at beginning of year | 2014-12-31 | $93,603,501 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $3,001,833 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Income. Non cash contributions | 2014-12-31 | $28,612,447 |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $181,406,534 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $177,515,971 |
Interest on participant loans | 2014-12-31 | $3,141,681 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $197,420,607 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $185,646,618 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $54,025,381 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $49,655,388 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $13,372,232 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $2,770,135,483 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $2,087,358,590 |
Employer contributions (assets) at end of year | 2014-12-31 | $28,612,447 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $26,482,918 |
Income. Dividends from common stock | 2014-12-31 | $52,384,565 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $162,063,297 |
Contract administrator fees | 2014-12-31 | $1,163,538 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $6,950,562 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $4,863,828 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | KPMG LLP |
Accountancy firm EIN | 2014-12-31 | 135565207 |
2013 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $476,610,712 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $118,276,871 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $114,397,189 |
Value of total corrective distributions | 2013-12-31 | $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 year | 2013-12-31 | $2,620,262,986 |
Value of total assets at beginning of year | 2013-12-31 | $1,994,826,985 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,051,396 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $18,167,591 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $17,598,200 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $130,035,110 |
Participant contributions at end of year | 2013-12-31 | $93,603,501 |
Participant contributions at beginning of year | 2013-12-31 | $84,623,237 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $2,828,286 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $26,482,918 |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $177,515,971 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $145,043,512 |
Interest on participant loans | 2013-12-31 | $2,832,544 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $185,646,618 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $157,986,268 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $49,655,388 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $44,310,073 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $25,283,363 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $2,087,358,590 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $1,537,939,605 |
Employer contributions (assets) at end of year | 2013-12-31 | $26,482,918 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $24,924,290 |
Income. Dividends from common stock | 2013-12-31 | $48,043,288 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $114,397,189 |
Contract administrator fees | 2013-12-31 | $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 2520.101-3 | 2013-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $4,863,828 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $5,136,340 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | KPMG LLP |
Accountancy firm EIN | 2013-12-31 | 135565207 |
2012 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $53,235,895 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $101,373,927 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $97,592,119 |
Value of total corrective distributions | 2012-12-31 | $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 year | 2012-12-31 | $1,994,826,985 |
Value of total assets at beginning of year | 2012-12-31 | $1,800,516,635 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $957,669 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $4,569,822 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $12,285,606 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $120,462,016 |
Participant contributions at end of year | 2012-12-31 | $84,623,237 |
Participant contributions at beginning of year | 2012-12-31 | $78,265,386 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $2,824,139 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Income. Non cash contributions | 2012-12-31 | $24,924,290 |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $145,043,512 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $156,057,061 |
Interest on participant loans | 2012-12-31 | $2,761,176 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $157,986,268 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $103,618,472 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $44,310,073 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $23,261,723 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 trusts | 2012-12-31 | $9,032,911 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $1,537,939,605 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $1,415,695,140 |
Employer contributions (assets) at end of year | 2012-12-31 | $24,924,290 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $23,618,853 |
Income. Dividends from common stock | 2012-12-31 | $57,824,999 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $97,592,119 |
Contract administrator fees | 2012-12-31 | $957,669 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $5,136,340 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $2,826,506 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | KPMG LLP |
Accountancy firm EIN | 2012-12-31 | 135565207 |
2011 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $92,938,908 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $85,285,173 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $81,893,061 |
Value of total corrective distributions | 2011-12-31 | $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 year | 2011-12-31 | $1,800,516,635 |
Value of total assets at beginning of year | 2011-12-31 | $1,625,649,463 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $853,563 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $2,574,838 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $9,405,259 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $113,774,126 |
Participant contributions at end of year | 2011-12-31 | $78,265,386 |
Participant contributions at beginning of year | 2011-12-31 | $72,069,972 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $2,538,549 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Income. Non cash contributions | 2011-12-31 | $23,618,853 |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $156,057,061 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $164,811,487 |
Interest on participant loans | 2011-12-31 | $2,804,821 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $103,618,472 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $97,380,774 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $23,261,723 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $21,803,188 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 trusts | 2011-12-31 | $1,397,930 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $1,415,695,140 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $1,247,081,579 |
Employer contributions (assets) at end of year | 2011-12-31 | $23,618,853 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $22,502,463 |
Income. Dividends from common stock | 2011-12-31 | $32,377,777 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $81,893,061 |
Contract administrator fees | 2011-12-31 | $853,563 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $2,826,506 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $3,259,435 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | KPMG LLP |
Accountancy firm EIN | 2011-12-31 | 135565207 |
2010 : PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $209,303,342 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $72,256,095 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $68,906,805 |
Value of total corrective distributions | 2010-12-31 | $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 year | 2010-12-31 | $1,625,649,463 |
Value of total assets at beginning of year | 2010-12-31 | $1,306,915,524 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $765,395 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $2,990,310 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $6,088,787 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $107,461,096 |
Participant contributions at end of year | 2010-12-31 | $72,069,972 |
Participant contributions at beginning of year | 2010-12-31 | $64,559,552 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $2,583,895 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Income. Non cash contributions | 2010-12-31 | $22,502,463 |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $164,811,487 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $147,235,023 |
Interest on participant loans | 2010-12-31 | $3,057,174 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $97,380,774 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $85,886,993 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $21,803,188 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $19,568,014 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 trusts | 2010-12-31 | $6,498,676 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $1,247,081,579 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $967,474,052 |
Employer contributions (assets) at end of year | 2010-12-31 | $22,502,463 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $22,191,890 |
Income. Dividends from common stock | 2010-12-31 | $26,493,022 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $68,906,805 |
Contract administrator fees | 2010-12-31 | $765,395 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $3,259,435 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $2,708,040 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | KPMG LLP |
Accountancy firm EIN | 2010-12-31 | 135565207 |
2009 : PUBLIX SUPER MARKETS, INC. 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 securities | 2009-12-31 | $4,651,701 |
2022: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |