2023 Form 5500 filing — Royal Holdings, Inc. Collective Bargaining Unit 401(K) Savings 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 20241008174917NAL0030684512001) for Royal Holdings, Inc. Collective Bargaining Unit 401(K) Savings Plan And Trust, reported by H. B. Fuller Co under EIN 22-3836399 and plan number 002. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008174917NAL0030684512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- H. B. Fuller Co
- EIN
- 22-3836399
- Plan number
- 002
- Location
- St Paul, MN
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,639,762
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,639,762
- Employer contributions
- $122,052
- Participant contributions
- $278,757
- Total income / additions
- $998,902
- Benefits paid
- $378,857
- Administrative expenses
- $16,671
- Total expenses
- $389,768
- Net increase / (decrease)
- $609,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Baker Tilly Us Llp | AUDITOR | $8,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,198 | $0 |
| Steven Douglas Associates LLC | OTHER | $3,771 | not reported in the loaded dataset |