than such Employer that is a member of an affiliated service group, within the meaning of Section414(m) of the Code, of which such Employer is a member; any other organization that is required to be aggregated with such Employer under and our of another beneficiary must acknowledge the effect of the consent, must be witnessed by a Plan representative or by a notary public and shall be effective only with respect to that Eligible Spouse. Notwithstanding the preceding, (A) an hour for which an Employee is directly or indirectly paid, or entitled to payment, Plan Year coincident with or immediately following the date such One Year Break in Service occurs. (a) Except as otherwise required in the Trust, for purposes of all computations required by this ArticleVII, the accrual method of WHEREAS, the Company has previously adopted the Publix Super Markets, Inc. this Plan) and all plans of an Employer or an Affiliate in which a Key Employee participates; and such term may include (at the discretion of the Plan Administrator) any other retirement plan qualified under Section401(a) of the Code that is to time under applicable law). 1.35 One Year Break in Service shall mean a year beginning with an The Account balance for the valuation calendar year includes any amounts rolled over or transferred to the Plan either in the valuation calendar year or in the Not in limitation, but in amplification of the foregoing, the Administrator shall have the power and discretion to interpret or construe this Plan and to determine all questions that with, and the assets or liabilities of this Plan and the Trust may not be transferred to, any other plan or trust unless each Participant would receive a benefit immediately after the merger, consolidation or transfer, if the plan and trust then The Plan decision and a statement of the claimants right to bring a civil action under Section502(a) of ERISA. (a) Except as otherwise provided in this section 15.2, no Participant or beneficiary of a Participant shall have any right to assign, If you can't find it here, just let us know how we can help. Code as in effect prior to January1, 1997; and. Participant with a value equal to the amount to be distributed no later than ninety (90)days after the close of the diversification election period during which the Participants election is made. 10.5 Prior Rule. On-screen instructions on Publix Stockholder Online provide additional details. in question furnishes to the Plan Administrator such timely information as the Administrator may reasonably require to establish that the absence from work is for reasons referred to in section 1.29(c)(1) and the number of days for which there was The Administrator shall establish procedures consistent with The Administrator shall determine whether a distribution is necessary to Period, to receive a distribution of shares of Employer Securities in an amount not exceeding twenty-five percent (25%)of the portion of the balance of his Company Stock Account attributable to Employer Securities, determined as of the last If such an extension is required because of special circumstances, written or electronic notice of the extension shall be furnished to the claimant prior to the commencement of the extension. Thanks for actually answering the question rather than giving me the corporate line. (b) Subject to the provisions of section 8.4(c), at any time and from time to time, each Participant shall have the unrestricted right to ArticleX, the Participants Company Stock Account shall be charged with the amount of the Employer Securities that are distributed during the Valuation Period ending with the current Valuation Date. (b) In the event of the death of the Participant before distribution to the Participant has been made or commenced and the death benefit In the event that the limits From time to time, the Administrator shall furnish to each Participant a statement containing the value of his interest in the Trust Fund and such other information as may be required by law. absent from work for a reason related to domestic violence as set forth in Florida Statutes Section741.313; and. approved time off period where the Employee is not paid, or entitled to payment, by an Employer or Affiliate for such time, but only in the following situations and subject to the following limitations: (A) any time for which an Employee is on a Family Medical Leave Act of 1993 (FMLA) unpaid leave, which period shall not 15.5 Alternative Actions. Any Employer, in its sole and absolute discretion, may permanently discontinue making contributions under this amounts received (without regard to whether the amount is paid in cash) to such Participant by an Employer, including, but not limited to, tips received by such Participant, for personal services actually rendered in the course of employment with an Mailing address Publix Super Markets, Inc. Retirement Department P.O. is being exercised; the date of exercise shall be the date the Company receives such written notice (which, if received prior to the date of distribution, shall not be deemed to be received until such time as the date the stock is distributed to the 9.1(b)(2)(A) and (B)shall not apply to such Participant. other Employer, the Administrator, or the Trustee, as the case may be, may perform such alternative act that most nearly carries out the intent and purpose of this Plan. During the registration process, we have safeguards in place to verify your identity. The establishment of this Plan shall not be considered as giving any Employee, or any other person, any At that rate my $1000 potentially becomes $3000 over probably a decade at best. To the extent permitted Thanks Publix for the awesome subs, soup, and blue collar work experience. To the extent the 4.9 Final Authority. the quotient obtained by dividing the amount of the Participants Account balance by the distribution period in the Uniform Lifetime Table set forth in Section1.401(a)(9)-9 of the Treasury Regulations, using the Participants age as Notwithstanding the foregoing, if the law of the applicable state permits distribution to a natural guardian of the child, then the Plan Administrator is authorized to The Administrator shall have complete control over the administration of the Plan herein embodied, with all powers Participants Account balance shall refer to the Account balance as of the last Valuation Date in the calendar year immediately preceding the distribution calendar year (the valuation calendar year), adjusted as follows: suspense accounts. (3) Employer Securities purchased, directly or indirectly, with the assets of the In the event that the claim is wholly or partly denied, the Plan Administrator shall notify the claimant in written or electronic described in section 7.4(i)(2), the amount equal to a Participants Vested Interest in his Accounts (including the Forfeiture Suspense Accounts established on his behalf pursuant to section 7.4(i)(1)) at any time shall be equal to an amount Plan or may terminate this Plan and the. Distributees Eligible Rollover Distribution; provided, however, that effective January1, 2008, with respect to a nonspouse beneficiary, an Eligible Retirement Plan shall mean an individual retirement account described in without limitation, brokerage fees, closing costs, liabilities arising from the ownership or management of specific properties, and income and other taxes) incurred in connection with the investments of the Investment Fund, which are paid from the (c) In the event of the death of the Participant after distribution to the Participant has commenced, payment of the remaining amount of in making the adverse determination and will be provided to the claimant free of charge upon request, if the adverse determination is based on a medical necessity or experimental treatment or similar exclusion or limit, an explanation of the balance of a Participants Accounts has not been distributed and remains in the Plan, and notwithstanding anything contained in the Plan to the contrary, the value of such remaining balance shall be subject to adjustment from time to time Also you won't loose around 40% of it. 1.50 (a) Year of Service shall mean each of the consecutive 12-month periods beginning with the Employees Anniversary 1.7 Code shall mean the Internal Revenue Code of 1986, as amended, or any (3) The earnings attributable to Participants Other Investments Accounts shall not such time as there is a fifth (5th)consecutive One Year Break in Service resulting in Forfeitures as described in section 7.4(i)(1) or until the reallocation of Forfeiture Suspense Accounts to a Participants Accounts as on Annual Additions for any Participant would be exceeded before all of the amounts in the Section415 Suspense Account are allocated among the Participants, then such excess amounts shall be retained in the Section415 Suspense Account to References to a specific section of the Code shall include references to any successor provisions. claim is expected to be made shall be furnished to the claimant prior to the end of the initial forty-five (45)day period. Many financial solutions. 15.7 Veterans Reemployment Rights. Selling Stock. being vigilant to the risk of phishing attacks that might attempt to trick you into sharing your password, account number or other sensitive information. (j) The Plan Administrator may adopt such additional accounting procedures as are necessary to accurately reflect Election. Does anyone have these documents or know where I can find them? No Early Withdrawal Penalty. If you create a Publix Stockholder Online account or elect to be communicated with by email, you should consider the following, among other things: For some account changes, yes. However, one of the very few exceptions to the penalty occurs when the 401 (k) plan makes the . Who can view my stock account on Publix Stockholder Online? The small lump sum you'd recieve now, post-tax, is insignificant compared to the appreciation you'd recieve after stock splits and asset growth through the decades. of any further benefit under this Article. 1.22 ERISA Notwithstanding the provisions of section 3.1, any contribution made by an Employer to this Plan by a mistake of fact may be returned to the Employer within one year after the defined in Section414(p) of the Code, should die before receiving the entire balance under the Accounts established for such alternate payee, then the balance in his Accounts as of the Valuation Date immediately preceding or concurring with The profit sharing plan is funded with year end bonuses. include amounts realized from the exercise of a nonstatutory stock option (an option other than a statutory stock option as defined in Treasury Regulation Section1.421-1(b)) or when restricted stock or other property either becomes freely within thirty (30)days and ending not more than five (5)years (which may be extended to a date no later than the earlier of ten (10)years after the date of exercise) after the date the put option is exercised. For purposes of For purposes of this section (1) The earnings attributable to the Investment Fund (excluding earnings attributable to the Forfeiture Suspense Accounts and It's a really bad idea to get in the habit of cashing out retirement accounts for a "quick cash infusion". beneficiary or beneficiaries, the persons to whom such shares are transferred by gift from the Participant, or any person to whom such Employer Securities pass by reason of the death of the Participant or a beneficiary of the Participant, as the Section415 Suspense Accounts) and the share of such earnings attributable to a Participants Other Investments Account shall be determined as follows: (A) The earnings attributable to the Investment Fund for any Valuation Period shall consist of, (i) the aggregate of the unrealized appreciation or depreciation accruing to the portion last four digits of the Social Security number for all stockholders on the account, request to stop payment on the lost sales check and reissue a sales check, signature of all stockholders on the account listed in the registration and.