401k Plan data: H-E-B PARTNER STOCK PLAN plan

H-E-B PARTNER STOCK PLAN 401k Plan overview

Plan Name	H-E-B PARTNER STOCK PLAN
Plan identification number	002

H-E-B PARTNER STOCK PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

H.E. BUTT GROCERY COMPANY has sponsored the creation of one or more 401k plans.

Company Name: H.E. BUTT GROCERY COMPANY

Employer identification number (EIN): 740537175

NAIC Classification: 445110
NAIC Description: Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H-E-B PARTNER STOCK PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MEGAN ROONEY 2023-10-14
002 2021-01-01 MEGAN ROONEY 2022-10-16
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 MEGAN ROONEY
002 2016-01-01 MEGAN ROONEY
002 2015-01-01 MEGAN ROONEY

Plan Statistics for H-E-B PARTNER STOCK PLAN

401k plan membership statisitcs for H-E-B PARTNER STOCK PLAN

Measure Date Value
2022: H-E-B PARTNER STOCK PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 81,319
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 96,911
Number of retired or separated participants receiving benefits 2022-01-01 19
Number of other retired or separated participants entitled to future benefits 2022-01-01 12,995
Total of all active and inactive participants 2022-01-01 109,925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 133
Total participants 2022-01-01 110,058
Number of participants with account balances 2022-01-01 85,613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5,746
2021: H-E-B PARTNER STOCK PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 75,422
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 71,666
Number of retired or separated participants receiving benefits 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 9,513
Total of all active and inactive participants 2021-01-01 81,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 134
Total participants 2021-01-01 81,319
Number of participants with account balances 2021-01-01 68,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1,896
2020: H-E-B PARTNER STOCK PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 69,926
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 67,967
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 7,369
Total of all active and inactive participants 2020-01-01 75,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 84
Total participants 2020-01-01 75,422
Number of participants with account balances 2020-01-01 63,251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1,280
2019: H-E-B PARTNER STOCK PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 64,862
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 62,786
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 7,079
Total of all active and inactive participants 2019-01-01 69,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 58
Total participants 2019-01-01 69,926
Number of participants with account balances 2019-01-01 59,641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1,625
2018: H-E-B PARTNER STOCK PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 59,383
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 60,057
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 4,756
Total of all active and inactive participants 2018-01-01 64,813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 49
Total participants 2018-01-01 64,862
Number of participants with account balances 2018-01-01 55,382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1,917
2017: H-E-B PARTNER STOCK PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 55,126
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 57,662
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 1,678
Total of all active and inactive participants 2017-01-01 59,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 43
Total participants 2017-01-01 59,383
Number of participants with account balances 2017-01-01 50,505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3,161
2016: H-E-B PARTNER STOCK PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 51,634
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 54,339
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 720
Total of all active and inactive participants 2016-01-01 55,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 66
Total participants 2016-01-01 55,126
Number of participants with account balances 2016-01-01 47,745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4,567
2015: H-E-B PARTNER STOCK PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 55,104
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 51,634
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 0
Total of all active and inactive participants 2015-01-01 51,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 51,634
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: H-E-B PARTNER STOCK PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	81,319
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	96,911
Number of retired or separated participants receiving benefits	2022-01-01	19
Number of other retired or separated participants entitled to future benefits	2022-01-01	12,995
Total of all active and inactive participants	2022-01-01	109,925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	133
Total participants	2022-01-01	110,058
Number of participants with account balances	2022-01-01	85,613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5,746
2021: H-E-B PARTNER STOCK PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	75,422
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	71,666
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	9,513
Total of all active and inactive participants	2021-01-01	81,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	134
Total participants	2021-01-01	81,319
Number of participants with account balances	2021-01-01	68,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1,896
2020: H-E-B PARTNER STOCK PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	69,926
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	67,967
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	7,369
Total of all active and inactive participants	2020-01-01	75,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	84
Total participants	2020-01-01	75,422
Number of participants with account balances	2020-01-01	63,251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1,280
2019: H-E-B PARTNER STOCK PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	64,862
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	62,786
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	7,079
Total of all active and inactive participants	2019-01-01	69,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	58
Total participants	2019-01-01	69,926
Number of participants with account balances	2019-01-01	59,641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1,625
2018: H-E-B PARTNER STOCK PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	59,383
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	60,057
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	4,756
Total of all active and inactive participants	2018-01-01	64,813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	49
Total participants	2018-01-01	64,862
Number of participants with account balances	2018-01-01	55,382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1,917
2017: H-E-B PARTNER STOCK PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	55,126
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	57,662
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	1,678
Total of all active and inactive participants	2017-01-01	59,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	43
Total participants	2017-01-01	59,383
Number of participants with account balances	2017-01-01	50,505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3,161
2016: H-E-B PARTNER STOCK PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	51,634
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	54,339
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	720
Total of all active and inactive participants	2016-01-01	55,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	66
Total participants	2016-01-01	55,126
Number of participants with account balances	2016-01-01	47,745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4,567
2015: H-E-B PARTNER STOCK PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	55,104
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	51,634
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	0
Total of all active and inactive participants	2015-01-01	51,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	51,634
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on H-E-B PARTNER STOCK PLAN

Measure	Date	Value
2022 : H-E-B PARTNER STOCK PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$63,798,640
Total unrealized appreciation/depreciation of assets	2022-12-31	$63,798,640
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$101,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$2,017,332
Total income from all sources (including contributions)	2022-12-31	$179,514,319
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$24,682,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$24,682,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$110,513,134
Value of total assets at end of year	2022-12-31	$1,045,417,780
Value of total assets at beginning of year	2022-12-31	$892,501,678
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$20,542
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$13,098,241
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,756,261
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$20,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$1,254
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$1,161,532
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$62,687
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	$154,832,302
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,045,316,648
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$890,484,346
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	$46,630,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$30,456,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$12,307,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$11,153,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$11,153,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$20,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,916,238
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	$875,965,449
Assets. Invements in employer securities at beginning of year	2022-12-31	$716,060,437
Contributions received in cash from employer	2022-12-31	$110,513,134
Employer contributions (assets) at end of year	2022-12-31	$110,513,134
Employer contributions (assets) at beginning of year	2022-12-31	$133,606,373
Income. Dividends from common stock	2022-12-31	$11,341,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$24,682,017
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$101,132
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$2,017,332
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	ERNST & YOUNG LLP
Accountancy firm EIN	2022-12-31	346565596
2021 : H-E-B PARTNER STOCK PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$91,962,874
Total unrealized appreciation/depreciation of assets	2021-12-31	$91,962,874
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$2,017,332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$2,396,978
Total income from all sources (including contributions)	2021-12-31	$237,723,095
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$20,452,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$20,452,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$133,606,373
Value of total assets at end of year	2021-12-31	$892,501,678
Value of total assets at beginning of year	2021-12-31	$675,611,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$2
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$10,956,602
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,313,893
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$20,000,000
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	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$1,161,532
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$25
Total non interest bearing cash at end of year	2021-12-31	$62,687
Total non interest bearing cash at beginning of year	2021-12-31	$142,052
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	$217,270,183
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$890,484,346
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$673,214,163
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	$30,456,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$22,962,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$11,153,979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$7,708,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$7,708,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,197,244
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	$716,060,437
Assets. Invements in employer securities at beginning of year	2021-12-31	$496,723,768
Contributions received in cash from employer	2021-12-31	$133,606,373
Employer contributions (assets) at end of year	2021-12-31	$133,606,373
Employer contributions (assets) at beginning of year	2021-12-31	$148,073,795
Income. Dividends from common stock	2021-12-31	$9,642,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$20,452,912
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$2,017,332
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$2,396,978
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	ERNST & YOUNG LLP
Accountancy firm EIN	2021-12-31	346565596
2020 : H-E-B PARTNER STOCK PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$97,355,016
Total unrealized appreciation/depreciation of assets	2020-12-31	$97,355,016
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$2,396,978
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,287,422
Total income from all sources (including contributions)	2020-12-31	$255,623,893
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$15,627,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$15,627,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$148,373,795
Value of total assets at end of year	2020-12-31	$675,611,141
Value of total assets at beginning of year	2020-12-31	$434,505,273
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$3,899
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$8,405,001
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$730,299
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$20,000,000
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	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$25
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$2,650
Total non interest bearing cash at end of year	2020-12-31	$142,052
Total non interest bearing cash at beginning of year	2020-12-31	$79,035
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	$239,996,312
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$673,214,163
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$433,217,851
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	$22,962,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$14,100,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$7,708,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$7,204,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$7,204,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$3,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,486,182
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	$496,723,768
Assets. Invements in employer securities at beginning of year	2020-12-31	$337,735,718
Contributions received in cash from employer	2020-12-31	$148,373,795
Employer contributions (assets) at end of year	2020-12-31	$148,073,795
Employer contributions (assets) at beginning of year	2020-12-31	$75,383,034
Income. Dividends from common stock	2020-12-31	$7,674,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$15,627,581
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$2,396,978
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$1,287,422
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	ERNST & YOUNG
Accountancy firm EIN	2020-12-31	346565596
2019 : H-E-B PARTNER STOCK PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$38,461,007
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$38,461,007
Total unrealized appreciation/depreciation of assets	2019-12-31	$38,461,007
Total unrealized appreciation/depreciation of assets	2019-12-31	$38,461,007
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,287,422
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,287,422
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$122,394,466
Total income from all sources (including contributions)	2019-12-31	$122,394,466
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$7,690,011
Total of all expenses incurred	2019-12-31	$7,690,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$7,690,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$7,690,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$75,383,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$75,383,034
Value of total assets at end of year	2019-12-31	$434,505,273
Value of total assets at end of year	2019-12-31	$434,505,273
Value of total assets at beginning of year	2019-12-31	$318,513,396
Value of total assets at beginning of year	2019-12-31	$318,513,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$45,087
Total interest from all sources	2019-12-31	$45,087
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$6,997,224
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$6,997,224
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$506,929
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$506,929
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$20,000,000
Value of fidelity bond cover	2019-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$2,650
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$2,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$68,759
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$68,759
Total non interest bearing cash at end of year	2019-12-31	$79,035
Total non interest bearing cash at end of year	2019-12-31	$79,035
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
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	$114,704,455
Value of net income/loss	2019-12-31	$114,704,455
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$433,217,851
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$433,217,851
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$318,513,396
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$318,513,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any 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	$14,100,461
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,100,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,700,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,700,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$7,204,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$7,204,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$11,269,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$11,269,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$11,269,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$11,269,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$45,087
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$45,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,508,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,508,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	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
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	$337,735,718
Assets. Invements in employer securities at end of year	2019-12-31	$337,735,718
Assets. Invements in employer securities at beginning of year	2019-12-31	$231,212,348
Assets. Invements in employer securities at beginning of year	2019-12-31	$231,212,348
Contributions received in cash from employer	2019-12-31	$75,383,034
Contributions received in cash from employer	2019-12-31	$75,383,034
Employer contributions (assets) at end of year	2019-12-31	$75,383,034
Employer contributions (assets) at end of year	2019-12-31	$75,383,034
Employer contributions (assets) at beginning of year	2019-12-31	$72,262,786
Employer contributions (assets) at beginning of year	2019-12-31	$72,262,786
Income. Dividends from common stock	2019-12-31	$6,490,295
Income. Dividends from common stock	2019-12-31	$6,490,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$7,690,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$7,690,011
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$1,287,422
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$1,287,422
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	ERNST & YOUNG
Accountancy firm name	2019-12-31	ERNST & YOUNG
Accountancy firm EIN	2019-12-31	346565596
Accountancy firm EIN	2019-12-31	346565596
2018 : H-E-B PARTNER STOCK PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$3,249,973
Total unrealized appreciation/depreciation of assets	2018-12-31	$3,249,973
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$80,330,442
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,648,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,648,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$72,262,786
Value of total assets at end of year	2018-12-31	$318,513,396
Value of total assets at beginning of year	2018-12-31	$240,831,331
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$140,579
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$5,097,391
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$176,004
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$20,000,000
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	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$68,759
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$3,598,564
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
Value of net income/loss	2018-12-31	$77,682,065
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$318,513,396
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$240,831,331
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	$3,700,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$542,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$11,269,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$8,727,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$8,727,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$140,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-420,287
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	$231,212,348
Assets. Invements in employer securities at beginning of year	2018-12-31	$168,584,144
Contributions received in cash from employer	2018-12-31	$72,262,786
Employer contributions (assets) at end of year	2018-12-31	$72,262,786
Employer contributions (assets) at beginning of year	2018-12-31	$59,378,231
Income. Dividends from common stock	2018-12-31	$4,921,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,648,377
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	ERNST & YOUNG
Accountancy firm EIN	2018-12-31	346565596
2017 : H-E-B PARTNER STOCK PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$3,090,137
Total unrealized appreciation/depreciation of assets	2017-12-31	$3,090,137
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$66,199,237
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,003,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,003,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$59,378,231
Value of total assets at end of year	2017-12-31	$240,831,331
Value of total assets at beginning of year	2017-12-31	$176,636,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$88,216
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$3,613,588
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$42,763
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$20,000,000
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	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$3,598,564
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$1,725
Total non interest bearing cash at beginning of year	2017-12-31	$0
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
Value of net income/loss	2017-12-31	$64,195,303
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$240,831,331
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$176,636,028
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	$542,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$69,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$8,727,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$11,070,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$11,070,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$88,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$29,065
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	$168,584,144
Assets. Invements in employer securities at beginning of year	2017-12-31	$110,498,124
Contributions received in cash from employer	2017-12-31	$59,378,231
Employer contributions (assets) at end of year	2017-12-31	$59,378,231
Employer contributions (assets) at beginning of year	2017-12-31	$54,995,883
Income. Dividends from common stock	2017-12-31	$3,570,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,003,934
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	ERNST & YOUNG
Accountancy firm EIN	2017-12-31	346565596
2016 : H-E-B PARTNER STOCK PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$-458,498
Total unrealized appreciation/depreciation of assets	2016-12-31	$-458,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$66,841,514
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,161,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,161,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$56,269,528
Value of total assets at end of year	2016-12-31	$176,636,028
Value of total assets at beginning of year	2016-12-31	$110,955,603
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$1,777
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$11,028,714
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,827
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$20,000,000
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	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$1,725
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$100
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
Value of net income/loss	2016-12-31	$65,680,425
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$176,636,028
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$110,955,603
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	$69,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$11,070,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$1,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$-7
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	$110,498,124
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$56,269,528
Employer contributions (assets) at end of year	2016-12-31	$54,995,883
Employer contributions (assets) at beginning of year	2016-12-31	$110,955,503
Income. Dividends from common stock	2016-12-31	$11,026,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,161,089
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	ERNST & YOUNG
Accountancy firm EIN	2016-12-31	346565596
2015 : H-E-B PARTNER STOCK PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$110,955,603
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$110,955,603
Value of total assets at end of year	2015-12-31	$110,955,603
Value of total assets at beginning of year	2015-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$20,000,000
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	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Total non interest bearing cash at end of year	2015-12-31	$100
Total non interest bearing cash at beginning of year	2015-12-31	$0
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	$110,955,503
Value of net income/loss	2015-12-31	$110,955,603
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$110,955,603
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	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
Contributions received in cash from employer	2015-12-31	$100
Employer contributions (assets) at end of year	2015-12-31	$110,955,503
Employer contributions (assets) at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	No
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	ERNST & YOUNG
Accountancy firm EIN	2015-12-31	346565596

Form 5500 Responses for H-E-B PARTNER STOCK PLAN

2022: H-E-B PARTNER STOCK 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: H-E-B PARTNER STOCK 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: H-E-B PARTNER STOCK 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: H-E-B PARTNER STOCK 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: H-E-B PARTNER STOCK 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: H-E-B PARTNER STOCK 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: H-E-B PARTNER STOCK 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: H-E-B PARTNER STOCK PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	H.E. BUTT GROCERY COMPANY
Employer identification number (EIN):	740537175
NAIC Classification:	445110
NAIC Description:	Supermarkets and Other Grocery (except Convenience) Stores

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	MEGAN ROONEY	2023-10-14
002	2021-01-01	MEGAN ROONEY	2022-10-16
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	MEGAN ROONEY
002	2016-01-01	MEGAN ROONEY
002	2015-01-01	MEGAN ROONEY