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  5. WALTZ BUSINESS SOLUTIONS, INC

WALTZ BUSINESS SOLUTIONS, INC

Company Details

Name: WALTZ BUSINESS SOLUTIONS, INC
Legal type: Foreign Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 11 Sep 1968 (57 years ago)
Authority Date: 11 Sep 1968 (57 years ago)
Last Annual Report: 22 Jul 2024 (9 months ago)
Organization Number: 0068292
Industry: Miscellaneous Retail
Number of Employees: Medium (20-99)
ZIP code: 41017
City: Ft Mitchell, Bromley, Covington, Crescent Park, Cresc...
Primary County: Kenton County
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. 38
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 2023 310641553 2024-12-30 WALTZ BUSINESS SOLUTIONS 21
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 JOSEPH HSU
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of
Role Plan administrator
Date 2024-12-30
Name of individual signing JOSEPH HSU
Valid signature Filed with authorized/valid electronic signature
WALTZ BUSINESS SOLUTIONS CBS BENEFIT PLAN 2022 310641553 2023-12-27 WALTZ BUSINESS SOLUTIONS 23
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. 36
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 37
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 26
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 26
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 39
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 35
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 22
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
File https://efast2-filings-public.s3.amazonaws.com/prd/2019/07/11/20190711122313P040012066649001.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 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

Registered Agent

Name Role
JOSHUA JEHN Registered Agent

Treasurer

Name Role
Joshua C Jehn Treasurer

Director

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

Incorporator

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

Vice President

Name Role
Brady Bosse Vice President
James M Jehn Vice President

President

Name Role
Brandon Meek President

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

USAspending Awards. Contracts

Contract Type Award or IDV Flag PIID Start Date Current End Date Potential End Date
PO AWARD HSFE0508P0084 2008-05-15 2008-09-30 2008-09-30
Unique Award Key CONT_AWD_HSFE0508P0084_7022_-NONE-_-NONE-
Awarding Agency Department of Homeland Security
Link View Page

Description
Title COPIER RENTAL FOR 3286EM - OH
NAICS Code 532420: OFFICE MACHINERY AND EQUIPMENT RENTAL AND LEASING
Product and Service Codes 7490: MISCELLANEOUS OFFICE MACHINES

Recipient Details
Recipient WALTZ BUSINESS SOLUTIONS, INC.
UEI CKQRUPJRR599
Legacy DUNS 017693037
Recipient Address 730 CENTRE VIEW BLVD, COVINGTON, 410175434, UNITED STATES

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8425767110 2020-04-15 0457 PPP 730 CENTRE VIEW BLVD, CRESTVIEW HILLS, KY, 41017-5434
Loan Status Date 2021-03-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 367400
Loan Approval Amount (current) 367400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 116820
Servicing Lender Name Heritage Bank, Inc.
Servicing Lender Address 1818 Florence, Burlington, KY, 41005
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CRESTVIEW HILLS, KENTON, KY, 41017-5434
Project Congressional District KY-04
Number of Employees 33
NAICS code 453998
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 116820
Originating Lender Name Heritage Bank, Inc.
Originating Lender Address Burlington, KY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 370369.4
Forgiveness Paid Date 2021-02-16
4554108410 2021-02-06 0457 PPS 730 Centre View Blvd, Crestview Hills, KY, 41017-5434
Loan Status Date 2021-09-08
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 339222
Loan Approval Amount (current) 339222
Undisbursed Amount 0
Franchise Name -
Lender Location ID 116820
Servicing Lender Name Heritage Bank, Inc.
Servicing Lender Address 1818 Florence, Burlington, KY, 41005
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Crestview Hills, KENTON, KY, 41017-5434
Project Congressional District KY-04
Number of Employees 36
NAICS code 423420
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 116820
Originating Lender Name Heritage Bank, Inc.
Originating Lender Address Burlington, KY
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 340857.7
Forgiveness Paid Date 2021-08-04

Related by officers

JOSHUA JEHN

JAMES WALTZ INVESTMENTS COMPANY, L.L.C.

Joshua C Jehn

JAMES WALTZ INVESTMENTS COMPANY, L.L.C. JANET WALTZ INVESTMENTS COMPANY, LLC

Related by address

No related companies by address

Sources: Kentucky Secretary of State

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