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Form 5500 · Retirement plan · PENNSAUKEN, NJ

SODA STREAM USA

The filing calls this plan SODASTREAM USA INC 401 K PROFIT SHARING PLAN TRUST.

SODA STREAM USA of PENNSAUKEN, NJ files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-2186584 · plan 001 · plan year 2024, filed Sep 25, 2025

Participants at the start of the year
203
Contracts on file
1
Contract value
$495,995
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY.

The contracts held $495,995 at the end of the plan year, as reported on Schedule A.

$22,298 in agent commissions is disclosed across the contracts; WELLS FARGO ADVISORS, INS AGENCY is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC133December$495,995$22,298

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
SODA STREAM USA
EIN 52-2186584
LEGACY RETIREMENT SOLUTIONS, LLC
Contract administrator · EIN 27-3853858
$2,725
paid directly by the plan
GREAT WEST LIFE & ANNUITY INSURANCE
Recordkeeping and information management · EIN 84-0467907
$0
paid directly by the plan
WELLS FARGO ADVISORS INS AGENCY
FINANCIAL ADVISOR · EIN 54-0910269
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$10,008,901
Paid out in benefits
$1,208,562
Participants at the start of the year
203
Participants with account balances
134

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 84-0467907
GREAT WEST LIFE & ANNUITY INSURANCE
Independent accountantEIN 52-1743645
SC&H ATTEST SERVICES, P.C.
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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