Original filing (PDF)20250925073010NAL0010174563001

C.H. WALTZ & SONS, INC.

Name: C.H. WALTZ & SONS, INC. — C.H. WALTZ & SONS, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: C.H. WALTZ & SONS, INC.

Form 5500-SF

FILING_RECEIVED

C.H. WALTZ & SONS, INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C.H. WALTZ & SONS, INC..

Plan sponsor

Name

C.H. WALTZ & SONS, INC.

EIN

23-1711707

Address

6570 STATE RTE 973 HWY · COGAN STATION, PA · 177288574

Phone

(570) 435-2921

Industry

Wholesale Tradesee all

Plan administrator

Name

C.H. WALTZ & SONS, INC.

EIN

23-1711707

City

COGAN STATION, PA

Phone

(570) 435-2921

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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