Lakeway, TX Form 5500 retirement and benefit plan filings
City Form 5500 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, Lakeway, TX has 11 loaded benefit plan(s) reported by 11 plan sponsor(s), with $33,767,682 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $33,767,682
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $33,767,682
Contributions & income
- Employer contributions
- $440,396
- Participant contributions
- $1,210,262
- Total income / additions
- $8,292,130
Expenses & distributions
- Benefits paid / distributions
- $7,541,128
- Total expenses
- $7,625,581
- Net increase / (decrease)
- $666,549
Coverage
- Total reported participants
- 675
- Plans with financial statements
- 11
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lakeway, TX plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Phh 401(K) Plan | Cantata Health Solutions, LLC | $25,875,308 | 2023 |
| Stasis Homes Inc. Retirement Plan | Stasis Homes Inc. | $4,275,607 | 2023 |
| Epsi 403(B) Plan | Enterprise Professional Services, Inc. | $970,244 | 2023 |
| Eaddy Cosmetic And Implant Den 401(K) Profit Sharing Plan & Trust | Eaddy Cosmetic And Implant Den | $687,291 | 2023 |
| C & G Restaurant Holdings, Inc. Retirement Plan | C & G Restaurant Holdings, Inc. | $679,500 | 2023 |
| Ctrg Station 1 Incorporated 401(K) Profit Sharing Plan | Ctrg Station 1 Incorporated | $561,026 | 2023 |
| Cobbhop, Inc. 401(K) Plan | Cobbhop, Inc. | $303,330 | 2023 |
| Life Endeavors, Inc. Profit Sharing Plan | Life Endeavors, Inc. | $240,955 | 2023 |
| Astx Enterprises, Inc. 401(K) Plan | Astx Enterprises, Inc. | $173,136 | 2023 |
| Marys Nest LLC 401(K) Profit Sharing Plan & Trust | Marys Nest LLC | $1,285 | 2023 |
| Jennyfreddy Inc. Retirement Plan | Jennyfreddy Inc. | $0 | 2023 |
Largest plans in Lakeway → · Lakeway plans by participants → · Lakeway plans with financial data → · Lakeway plans with provider compensation → · $1B+ plans in Lakeway →
Related Form 5500 pages
- All TX Form 5500 filings
- Phh 401(K) Plan (plan 001)
- Cantata Health Solutions, LLC — all reported plans
- Stasis Homes Inc. Retirement Plan (plan 001)
- Stasis Homes Inc. — all reported plans
- Epsi 403(B) Plan (plan 001)
- Enterprise Professional Services, Inc. — all reported plans
- Eaddy Cosmetic And Implant Den 401(K) Profit Sharing Plan & Trust (plan 001)
- Eaddy Cosmetic And Implant Den — all reported plans
- C & G Restaurant Holdings, Inc. Retirement Plan (plan 001)
- C & G Restaurant Holdings, Inc. — all reported plans
- Ctrg Station 1 Incorporated 401(K) Profit Sharing Plan (plan 001)
- Ctrg Station 1 Incorporated — all reported plans
- Cobbhop, Inc. 401(K) Plan (plan 001)
- Cobbhop, Inc. — all reported plans
- Life Endeavors, Inc. Profit Sharing Plan (plan 001)
- Life Endeavors, Inc. — all reported plans
- Astx Enterprises, Inc. 401(K) Plan (plan 001)
- Astx Enterprises, Inc. — all reported plans
- Marys Nest LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Marys Nest LLC — all reported plans
- Jennyfreddy Inc. Retirement Plan (plan 001)
- Jennyfreddy Inc. — all reported plans
- Methodology
- Data sources