Lakeway Publishers, Inc. 401(K) Retirement Plan — Form 5500 plan (Lakeway Publishers, Inc.)

Plain-English plan 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 Publishers, Inc. 401(K) Retirement Plan is a benefit plan reported by Lakeway Publishers, Inc. under EIN 62-0754964 and plan number 002. The latest loaded filing year is 2023. The filing reports 448 participants and $3,289,651 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lakeway Publishers, Inc.
EIN
62-0754964
Plan number
002
Plan type
2
Location
Morristown, TN
Latest filing year
2023
Participants
448
End-of-year plan assets
$3,289,651

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023448H, C20250430161114NAL0001436099001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,289,651
Total liabilities (EOY)
$0
Net assets (EOY)
$3,289,651
Net assets (BOY)
$3,546,937

Income & contributions

Employer contributions
$21,165
Participant contributions
$105,404
Total contributions
$126,569
Total income / additions
$485,123

Expenses & distributions

Benefits paid
$733,541
Administrative expenses
$8,868
Total expenses
$742,409
Net increase / (decrease)
-$257,286

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting GroupN/A$8,702$02023

Related Form 5500 pages