2023 Form 5500 filing — Publix Employees Federal Credit Union 401(K) Profit Sharing Plan And 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 20241009101030NAL0009096755001) for Publix Employees Federal Credit Union 401(K) Profit Sharing Plan And Trust, reported by Publix Employees Federal Credit Union under EIN 59-0815534 and plan number 001. It reports 387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.6MReported net assets$16,626,295

Participants387

Provider compensation$75.3K2 Schedule C row(s)$75,251

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241009101030NAL0009096755001
Plan sponsor: Publix Employees Federal Credit Union
EIN: 59-0815534
Plan number: 001
Location: Lakeland, FL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.6M total assets

Net assets$16.6MLiabilities$0

Money in vs. money out

Total income / additions$4.3M

Total expenses$1.7M

Benefits paid / distributions$1.6M

Contributions

Employer$1.2M

Participant$850.7K

Full reported line items

Total assets (EOY): $16,626,295
Total liabilities (EOY): $0
Net assets (EOY): $16,626,295
Employer contributions: $1,207,298
Participant contributions: $850,725
Total income / additions: $4,255,530
Benefits paid: $1,620,674
Administrative expenses: $75,251
Total expenses: $1,695,925
Net increase / (decrease): $2,559,605

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Cmfg Life Insurance Company$62.8K
NONE · Direct $62.8K · Indirect $0
2
Members Capital Advisors, Inc.$12.5K
NONE · Direct $12.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009101030NAL0009096755001 cover?: It is the 2023 Form 5500 filing for Publix Employees Federal Credit Union 401(K) Profit Sharing Plan And Trust, reported by Publix Employees Federal Credit Union (EIN 59-0815534).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).