Plan5500

Publix Employee Federal Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Publix Employee Federal Credit Union (EIN 59-0815534) is a plan sponsor located in Lakeland, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
59-0815534
Location
Lakeland, FL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Publix Employee Federal Credit Union

  • 2 loaded plans hold $16.6M in reported assets.
  • The largest, Publix Employees Federal Credit Union 401(K) Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 633 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.6MSummed across loaded plans$16,626,295
Total reported assets$16.6M$16,626,295
Total reported participants633
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.6M total assets
Net assets$16.6MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$850.7K
Total income / additions$4.3M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.7M
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Publix Employees Federal Credit Union 401(K) Profit Sharing Plan And Trust
Participants per plan317Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Publix Employees Federal Credit Union 401(K) Profit Sharing Plan And Trust$16.6M
    Plan #001 · 387 participants · 2023
  2. 2
    Publix Employee Federal Credit Union Employee Welfare Benefit Plannot reported in the loaded dataset
    Plan #510 · 246 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Publix Employee Federal Credit Union. Open one for its full reported snapshot.

  1. 2023
    Publix Employee Federal Credit Union Employee Welfare Benefit Plan246 participants · 2No schedules
    View filing →
  2. 2023
    Publix Employees Federal Credit Union 401(K) Profit Sharing Plan And Trust387 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Publix Employee Federal Credit Union report on Form 5500?
Publix Employee Federal Credit Union (EIN 59-0815534) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Publix Employee Federal Credit Union?
The Employer Identification Number (EIN) reported for Publix Employee Federal Credit Union is 59-0815534.
What is the latest Form 5500 filing year for Publix Employee Federal Credit Union?
The latest loaded Form 5500 filing year for Publix Employee Federal Credit Union is 2023.

Related Form 5500 pages