2023 Form 5500 filing — Royal Bank Employee Stock Ownership And Retirement Savings 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 20240926121047NAL0000410771001) for Royal Bank Employee Stock Ownership And Retirement Savings Plan, reported by Royal Bancshares, Inc. under EIN 39-1654381 and plan number 001. It reports 210 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)$15.5MReported net assets$15,499,154
Participants210
Provider compensation$31.1K5 Schedule C row(s)$31,100
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926121047NAL0000410771001
Plan sponsor
Royal Bancshares, Inc.
EIN
39-1654381
Plan number
001
Location
Elroy, WI
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)$15.5M total assets
Net assets$15.5MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$707K
Benefits paid / distributions$672.7K
Contributions
Employer$363.5K
Participant$382.8K
Full reported line items
Total assets (EOY)
$15,499,154
Total liabilities (EOY)
$0
Net assets (EOY)
$15,499,154
Employer contributions
$363,464
Participant contributions
$382,829
Total income / additions
$2,287,165
Benefits paid
$672,716
Administrative expenses
$34,255
Total expenses
$706,971
Net increase / (decrease)
$1,580,194
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $12.5K
  2. 2
    NONE · Direct $7.8K
  3. 3
    NONE · Direct $5.2K
  4. 4
    NONE · Direct $5K
  5. 5
    RECORDKEEPER · Direct $650 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926121047NAL0000410771001 cover?
It is the 2023 Form 5500 filing for Royal Bank Employee Stock Ownership And Retirement Savings Plan, reported by Royal Bancshares, Inc. (EIN 39-1654381).
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).

Related Form 5500 pages