2023 Form 5500 filing — Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust
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 20241003091210NAL0010316801001) for Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust, reported by Publix Super Markets, Inc. under EIN 59-0324412 and plan number 002. It reports 186,957 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241003091210NAL0010316801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Publix Super Markets, Inc.
- EIN
- 59-0324412
- Plan number
- 002
- Location
- Lakeland, FL
- Participants
- 186,957
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,810,430,673
- Total liabilities (EOY)
- $10,079
- Net assets (EOY)
- $11,810,420,594
- Total income / additions
- $1,265,814,940
- Benefits paid
- $1,182,157,728
- Administrative expenses
- $0
- Total expenses
- $1,182,157,728
- Net increase / (decrease)
- $83,657,212
- Schedule source
- Schedule H