Plan5500

Soltesz, Inc. Profit Sharing Plan — Form 5500 plan (Soltesz, Inc.)

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, Soltesz, Inc. Profit Sharing Plan is a benefit plan reported by Soltesz, Inc. under EIN 52-1173948 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $24,935,955 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Soltesz, Inc.
EIN
52-1173948
Plan number
001
Plan type
2
Location
Rockville, MD
Latest filing year
2023
Participants
170
End-of-year plan assets
$24,935,955

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20250912083417NAL0000792577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,935,955
Total liabilities (EOY)
$0
Net assets (EOY)
$24,935,955
Net assets (BOY)
$20,488,116

Income & contributions

Employer contributions
$279,987
Participant contributions
$881,489
Total contributions
$1,161,476
Total income / additions
$5,838,000

Expenses & distributions

Benefits paid
$1,317,850
Administrative expenses
$72,311
Total expenses
$1,390,161
Net increase / (decrease)
$4,447,839

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory Services LSERVICE PROVIDER$445$24,8342023
Cbiz Benefits And Insurance ServiceTHIRD PARTY ADMIN.$0$10,9862023

Related Form 5500 pages