Original filing (PDF)20241230092820NAL0017112145001

WALTZ BUSINESS SOLUTIONS

Name: WALTZ BUSINESS SOLUTIONS — WALTZ BUSINESS SOLUTIONS CBS BENEFIT PLAN, Form 5500 (2023)
Creator: WALTZ BUSINESS SOLUTIONS

Form 5500-SF

FILING_RECEIVED

WALTZ BUSINESS SOLUTIONS CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALTZ BUSINESS SOLUTIONS.

Plan sponsor

Name

WALTZ BUSINESS SOLUTIONS

EIN

31-0641553all filings

Address

730 CENTRE VIEW BLVD. · FT MITCHELL, KY · 41017

Phone

(859) 426-4000

Industry

Manufacturingsee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-06-01

Tax period

2024-05-31

Filed

2024-12-30

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

ZIPPITY PRINT, LLC

ZIPPITY PRINT, LLC OFB BENEFIT PLAN

JOE CHRISTENSEN, INC.

JOE CHRISTENSEN, INC. 401(K) PROFIT SHARING PLAN

MODERN INK

MODERN INK 401(K) PLAN

$0 · 40 participants

CENTURY DIRECT, LLC

CENTURY DIRECT, LLC RETIREMENT PLAN

AMSCAN INC

AMSCAN INC PROFIT SHARING & SAVINGS PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.