2023 Form 5500 filing — H.B. Fuller Company 401(K) & Retirement 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 20241007131120NAL0007592627001) for H.B. Fuller Company 401(K) & Retirement Plan, reported by H.B. Fuller Company under EIN 41-0268370 and plan number 003. It reports 3,362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007131120NAL0007592627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- H.B. Fuller Company
- EIN
- 41-0268370
- Plan number
- 003
- Location
- St Paul, MN
- Participants
- 3,362
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $488,177,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $488,177,931
- Employer contributions
- $12,190,463
- Participant contributions
- $21,449,350
- Total income / additions
- $108,802,360
- Benefits paid
- $37,954,589
- Administrative expenses
- $982,730
- Total expenses
- $39,078,582
- Net increase / (decrease)
- $69,723,778
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | NONE | $266,383 | $0 |
| Empower Advisory Group | INVESTMENT MGMT | $189,462 | not reported in the loaded dataset |
| Aon Investments Usa Inc | INVESTMENT MGMT | $100,000 | not reported in the loaded dataset |
| Steven Douglas Associates, LLC | OTHER | $58,562 | not reported in the loaded dataset |
| Baker Tilly Us Llp | AUDITOR | $50,225 | not reported in the loaded dataset |
| Faegre Drinker Biddle & Reath Llp | OTHER | $12,256 | not reported in the loaded dataset |