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Form 5500 · Retirement plan · ROCKVILLE, MD

SOLTESZ, INC.

The filing calls this plan SOLTESZ, INC. PROFIT SHARING PLAN.

SOLTESZ, INC. of ROCKVILLE, MD's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. 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)
Not disclosed
Contract year ends
Novemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-1173948 · plan 001 · plan year 2025, filed Sep 4, 2026

Participants at the start of the year
167
Contracts on file
1
Contract value
$961,463
Plan year end
November

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $961,463 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

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 November.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC167November$961,463$0

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
SOLTESZ, INC.
EIN 52-1173948
CBIZ INVESTMENT ADVISORY SERVICES L
SERVICE PROVIDER · EIN 81-3968784
$700
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
$28,574,814
Paid out in benefits
$391,666
Participants at the start of the year
167
Participants with account balances
163

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

Who runs the plan

Independent accountantEIN 47-1767422
TOOLE KATZ & ROEMERSMA, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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