Royal Holdings, Inc. Collective Bargaining Unit 401(K) Savings Plan And Trust — Form 5500 plan (H. B. Fuller Co)

Plain-English plan 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, Royal Holdings, Inc. Collective Bargaining Unit 401(K) Savings Plan And Trust is a benefit plan reported by H. B. Fuller Co under EIN 22-3836399 and plan number 002. The latest loaded filing year is 2023. The filing reports 156 participants and $4,639,762 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
H. B. Fuller Co
EIN
22-3836399
Plan number
002
Plan type
2
Location
St Paul, MN
Latest filing year
2023
Participants
156
End-of-year plan assets
$4,639,762

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20241008174917NAL0030684512001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,639,762
Total liabilities (EOY)
$0
Net assets (EOY)
$4,639,762
Net assets (BOY)
$4,030,628

Income & contributions

Employer contributions
$122,052
Participant contributions
$278,757
Total contributions
$400,690
Total income / additions
$998,902

Expenses & distributions

Benefits paid
$378,857
Administrative expenses
$16,671
Total expenses
$389,768
Net increase / (decrease)
$609,134

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Baker Tilly Us LlpAUDITOR$8,000not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$4,198$02023
Steven Douglas Associates LLCOTHER$3,771not reported in the loaded dataset2023

Related Form 5500 pages