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WALTZ BUSINESS SOLUTIONS, INC

WALTZ BUSINESS SOLUTIONS, INC

Company Details

Name:	WALTZ BUSINESS SOLUTIONS, INC
Jurisdiction:	Kentucky
Profit or Non-Profit:	Profit
Legal type:	Foreign Corporation
Status:	Active
Standing:	Good
File Date:	11 Sep 1968 (56 years ago)
Authority Date:	11 Sep 1968 (56 years ago)
Last Annual Report:	22 Jul 2024 (6 months ago)
Organization Number:	0068292
Industry:	Miscellaneous Retail
Number of Employees:	Medium (20-99)
ZIP code:	41017
Primary County:	Kenton
Principal Office:	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY 41017
Place of Formation:	OHIO

form 5500

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

WALTZ BUSINESS SOLUTIONS INC. 401(K) PROFIT SHARING PLAN & TRUST

2023

310641553

2024-09-23

WALTZ BUSINESS SOLUTIONS, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	1998-07-01
Business code	541519
Sponsor’s telephone number	8598142161
Plan sponsor’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017

WALTZ BUSINESS SOLUTIONS CBS BENEFIT PLAN

2022

310641553

2023-12-27

WALTZ BUSINESS SOLUTIONS

File	View Page
Three-digit plan number (PN)	501
Effective date of plan	2019-11-01
Business code	323100
Sponsor’s telephone number	8594264000
Plan sponsor’s address	730 CENTRE VIEW BLVD., FT MITCHELL, KY, 41017

Plan administrator’s name and address

Administrator’s EIN	846429706
Plan administrator’s name	SHAWNA BURTON
Plan administrator’s address	464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number	5026954700

Signature of

Role	Plan administrator
Date	2023-12-27
Name of individual signing	SHAWNA BURTON
Valid signature	Filed with authorized/valid electronic signature

WALTZ BUSINESS SOLUTIONS INC. 401(K) PROFIT SHARING PLAN & TRUST

2022

310641553

2023-10-04

WALTZ BUSINESS SOLUTIONS, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	1998-07-01
Business code	541519
Sponsor’s telephone number	8598142161
Plan sponsor’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017

WALTZ BUSINESS SOLUTONS INC 401(K) PROFIT SHARING PLAN & TRUST

2021

310641553

2022-07-26

WALTZ BUSINESS SOLUTIONS INC

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	1998-07-01
Business code	541519
Sponsor’s telephone number	8598142161
Plan sponsor’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017

Signature of

Role	Plan administrator
Date	2022-07-26
Name of individual signing	ANTHONY WARREN
Valid signature	Filed with authorized/valid electronic signature

WALTZ BUSINESS SOLUTIONS CBS BENEFIT PLAN

2021

310641553

2022-12-29

WALTZ BUSINESS SOLUTIONS

File	View Page
Three-digit plan number (PN)	501
Effective date of plan	2019-11-01
Business code	323100
Sponsor’s telephone number	8594264000
Plan sponsor’s address	730 CENTRE VIEW BLVD., FT MITCHELL, KY, 41017

Plan administrator’s name and address

Administrator’s EIN	846429706
Plan administrator’s name	SHAWNA BURTON
Plan administrator’s address	464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number	5026954700

Signature of

Role	Plan administrator
Date	2022-12-29
Name of individual signing	SHAWNA BURTON
Valid signature	Filed with authorized/valid electronic signature

WALTZ BUSINESS SOLUTIONS CBS BENEFIT PLAN

2020

310641553

2021-12-14

WALTZ BUSINESS SOLUTIONS

File	View Page
Three-digit plan number (PN)	501
Effective date of plan	2019-11-01
Business code	323100
Sponsor’s telephone number	8594264000
Plan sponsor’s address	730 CENTRE VIEW BLVD., FT MITCHELL, KY, 41017

Plan administrator’s name and address

Administrator’s EIN	846429706
Plan administrator’s name	SHAWNA BURTON
Plan administrator’s address	464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number	5026954700

Signature of

Role	Plan administrator
Date	2021-12-14
Name of individual signing	SHAWNA BURTON
Valid signature	Filed with authorized/valid electronic signature

WALTZ BUSINESS SOLUTONS INC 401(K) PROFIT SHARING PLAN & TRUST

2020

310641553

2021-07-27

WALTZ BUSINESS SOLUTIONS INC

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	1998-07-01
Business code	541519
Sponsor’s telephone number	8598142161
Plan sponsor’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017

Signature of

Role	Plan administrator
Date	2021-07-27
Name of individual signing	ADAM WARREN
Valid signature	Filed with authorized/valid electronic signature

WALTZ BUSINESS SOLUTONS INC 401(K) PROFIT SHARING PLAN & TRUST

2019

310641553

2020-07-07

WALTZ BUSINESS SOLUTIONS INC

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	1998-07-01
Business code	541519
Sponsor’s telephone number	8598142161
Plan sponsor’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017

Signature of

Role	Plan administrator
Date	2020-07-07
Name of individual signing	ADAM WARREN
Valid signature	Filed with authorized/valid electronic signature

WALTZ BUSINESS SOLUTIONS CBS BENEFIT PLAN

2019

310641553

2020-12-23

WALTZ BUSINESS SOLUTIONS

File	View Page
Three-digit plan number (PN)	501
Effective date of plan	2019-11-01
Business code	323100
Sponsor’s telephone number	8594264000
Plan sponsor’s address	730 CENTRE VIEW BLVD., FT MITCHELL, KY, 41017

Plan administrator’s name and address

Administrator’s EIN	846429706
Plan administrator’s name	KELLY WOLF
Plan administrator’s address	464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number	5026954700

Signature of

Role	Plan administrator
Date	2020-12-23
Name of individual signing	KELLY WOLF
Valid signature	Filed with authorized/valid electronic signature

WALTZ BUSINESS SOLUTONS INC 401(K) PROFIT SHARING PLAN & TRUST

2018

310641553

2019-07-11

WALTZ BUSINESS SOLUTIONS INC

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	1998-07-01
Business code	541519
Sponsor’s telephone number	8598142161
Plan sponsor’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017

Signature of

Role	Plan administrator
Date	2019-07-11
Name of individual signing	JOSHUA JEHN
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2018/07/19/20180719153521P040044456685001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1998-07-01
Business code	541519
Sponsor’s telephone number	8598142161
Plan sponsor’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017

Signature of

Role	Plan administrator
Date	2018-07-19
Name of individual signing	JOSH JEHN
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2017/06/20/20170620130341P040012190703001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1998-07-01
Business code	541519
Sponsor’s telephone number	8598142161
Plan sponsor’s DBA name	WALTZ BUSINESS SOLUTIONS
Plan sponsor’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017

Signature of

Role	Plan administrator
Date	2017-06-20
Name of individual signing	JOSH JEHN
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2016/09/27/20160927154618P040014549249001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1998-07-01
Business code	541519
Sponsor’s telephone number	8598142161
Plan sponsor’s DBA name	WALTZ BUSINESS SOLUTIONS
Plan sponsor’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017

Plan administrator’s name and address

Administrator’s EIN	310641553
Plan administrator’s name	WALTZ BUSINESS SOLUTIONS INC
Plan administrator’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017
Administrator’s telephone number	8594264000

Signature of

Role	Plan administrator
Date	2016-09-27
Name of individual signing	JOSH JEHN
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2015/07/06/20150706113009P040078076887001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1998-07-01
Business code	541519
Sponsor’s telephone number	8598142161
Plan sponsor’s DBA name	WALTZ BUSINESS SOLUTIONS
Plan sponsor’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017

Plan administrator’s name and address

Administrator’s EIN	310641553
Plan administrator’s name	WALTZ BUSINESS SOLUTIONS INC
Plan administrator’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017
Administrator’s telephone number	8594264000

Signature of

Role	Plan administrator
Date	2015-07-06
Name of individual signing	JOSH JEHN
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2014/08/15/20140815122436P030028745087001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1998-07-01
Business code	541519
Sponsor’s telephone number	8598142161
Plan sponsor’s DBA name	WALTZ BUSINESS SOLUTIONS
Plan sponsor’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017

Plan administrator’s name and address

Administrator’s EIN	310641553
Plan administrator’s name	WALTZ BUSINESS SOLUTIONS INC
Plan administrator’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017
Administrator’s telephone number	8594264000

Signature of

Role	Plan administrator
Date	2014-08-15
Name of individual signing	JOSH JEHN
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/01/20131001091351P040018333969001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1998-07-01
Business code	541519
Sponsor’s telephone number	8598142161
Plan sponsor’s DBA name	WALTZ BUSINESS SOLUTIONS
Plan sponsor’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017

Plan administrator’s name and address

Administrator’s EIN	310641553
Plan administrator’s name	WALTZ BUSINESS SOLUTIONS INC
Plan administrator’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017
Administrator’s telephone number	8594264000

Signature of

Role	Plan administrator
Date	2013-10-01
Name of individual signing	JOSH JEHN
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2012/06/08/20120608102220P030002876326001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1998-07-01
Business code	541519
Sponsor’s telephone number	8594264000
Plan sponsor’s DBA name	WALTZ BUSINESS SOLUTIONS
Plan sponsor’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017

Plan administrator’s name and address

Administrator’s EIN	310641553
Plan administrator’s name	WALTZ BUSINESS SOLUTIONS INC
Plan administrator’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017
Administrator’s telephone number	8594264000

Signature of

Role	Plan administrator
Date	2012-06-08
Name of individual signing	JOSH JEHN
Valid signature	Filed with authorized/valid electronic signature

Three-digit plan number (PN)	001
Effective date of plan	1998-07-01
Business code	541519
Sponsor’s telephone number	8594264000
Plan sponsor’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 410170000

Plan administrator’s name and address

Administrator’s EIN	310641553
Plan administrator’s name	WALTZ BUSINESS SOLUTIONS
Plan administrator’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 410170000
Administrator’s telephone number	8594264000

Signature of

Role	Plan administrator
Date	2011-06-29
Name of individual signing	WALTZ BUSINESS SOLUTIONS
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2011/06/29/20110629093357P040012779058001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1998-07-01
Business code	541519
Sponsor’s telephone number	8594264000
Plan sponsor’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 410170000

Plan administrator’s name and address

Administrator’s EIN	310641553
Plan administrator’s name	WALTZ BUSINESS SOLUTIONS
Plan administrator’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 410170000
Administrator’s telephone number	8594264000

Signature of

Role	Plan administrator
Date	2011-06-29
Name of individual signing	WALTZ BUSINESS SOLUTIONS
Valid signature	Filed with authorized/valid electronic signature

Three-digit plan number (PN)	001
Effective date of plan	1998-07-01
Business code	541519
Sponsor’s telephone number	8594264000
Plan sponsor’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 410170000

Plan administrator’s name and address

Administrator’s EIN	310641553
Plan administrator’s name	WALTZ BUSINESS SOLUTIONS
Plan administrator’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 410170000
Administrator’s telephone number	8594264000

Signature of

Role	Plan administrator
Date	2011-05-10
Name of individual signing	WALTZ BUSINESS SOLUTIONS
Valid signature	Filed with incorrect/unrecognized electronic signature

Role	Employer/plan sponsor
Date	2011-05-10
Name of individual signing	WALTZ BUSINESS SOLUTIONS
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2010/05/27/20100527124801P040281932161001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1998-07-01
Business code	541519
Sponsor’s telephone number	8594264000
Plan sponsor’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 410170000

Plan administrator’s name and address

Administrator’s EIN	310641553
Plan administrator’s name	WALTZ BUSINESS SOLUTIONS
Plan administrator’s address	730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 410170000
Administrator’s telephone number	8594264000

Signature of

Role	Plan administrator
Date	2010-05-27
Name of individual signing	WALTZ BUSINESS SOLUTIONS
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2010-05-27
Name of individual signing	WALTZ BUSINESS SOLUTIONS
Valid signature	Filed with authorized/valid electronic signature

Treasurer

Name	Role
Joshua C Jehn	Treasurer

Director

Name	Role
James M Jehn	Director
Brady Bosse	Director
Brandon Meek	Director
Joshua C Jehn	Director

Vice President

Name	Role
James M Jehn	Vice President
Brady Bosse	Vice President

Incorporator

Name	Role
WM. B. DAVIS	Incorporator
ALLEN L. BURRESON	Incorporator
JAMES JEHN	Incorporator

President

Name	Role
Brandon Meek	President

Registered Agent

Name	Role
JOSHUA JEHN	Registered Agent

Former Company Names

Name	Action
WALTZ BUSINESS SYSTEMS, INC.	Old Name
WALTZ BUSINESS EQUIPMENT, INC.	Old Name
THE WALTZ TYPEWRITER & ADDING MACHINE CO.	Old Name

Filings

Name	File Date
Registered Agent name/address change	2024-07-22
Registered Agent name/address change	2024-07-22
Registered Agent name/address change	2024-07-22
Annual Report	2024-07-22
Annual Report Amendment	2024-07-22
Annual Report	2024-07-22
Annual Report Amendment	2023-12-18
Annual Report	2023-03-14
Annual Report	2022-03-07
Annual Report	2021-02-09
Annual Report	2020-03-02
Registered Agent name/address change	2019-04-18
Annual Report	2019-04-18
Annual Report	2018-06-20
Annual Report	2017-07-28
Annual Report	2016-03-17
Annual Report	2015-05-12
Annual Report	2014-01-22
Annual Report	2013-07-05
Annual Report	2012-06-13

Date of last update: 10 Jan 2025

Sources: Kentucky Secretary of State

WALTZ BUSINESS SOLUTIONS, INC

Company Details

form 5500

Treasurer

Director

Vice President

Incorporator

President

Registered Agent

Former Company Names

Filings

Related by officers

Related by address