2023 Form 5500 filing — Lakeway Publishers, Inc. 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250430161114NAL0001436099001) for Lakeway Publishers, Inc. 401(K) Retirement Plan, reported by Lakeway Publishers, Inc. under EIN 62-0754964 and plan number 002. It reports 448 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430161114NAL0001436099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeway Publishers, Inc.
- EIN
- 62-0754964
- Plan number
- 002
- Location
- Morristown, TN
- Participants
- 448
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,289,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,289,651
- Employer contributions
- $21,165
- Participant contributions
- $105,404
- Total income / additions
- $485,123
- Benefits paid
- $733,541
- Administrative expenses
- $8,868
- Total expenses
- $742,409
- Net increase / (decrease)
- -$257,286
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | N/A | $8,702 | $0 |