2023 Form 5500 filing — Publix Super Markets, Inc. 401(K) Smart Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003113000NAL0004833763001) for Publix Super Markets, Inc. 401(K) Smart Plan, reported by Publix Super Markets, Inc. under EIN 59-0324412 and plan number 004. It reports 212,580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003113000NAL0004833763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Publix Super Markets, Inc.
- EIN
- 59-0324412
- Plan number
- 004
- Location
- Lakeland, FL
- Participants
- 212,580
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,572,590,596
- Total liabilities (EOY)
- $11,734,839
- Net assets (EOY)
- $6,560,855,757
- Employer contributions
- $47,676,953
- Participant contributions
- $324,444,505
- Total income / additions
- $986,342,139
- Benefits paid
- $466,131,216
- Administrative expenses
- $2,283,079
- Total expenses
- $473,508,814
- Net increase / (decrease)
- $512,833,325
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Institutional Plan Services | RECORDKEEPER | $2,283,079 | $0 |
| State Street Global Advisors Trust | INVESTMENT MANAGER | $319,808 | $0 |