Plan Ledger DOL Form 5500 · updated monthly

Lakeway Publishers, Inc.401(k)

LAKEWAY PUBLISHERS, INC. 401(K) RETIREMENT PLAN · MORRISTOWN, TN · plan year 2022

Employer contribution per participant · 2022
$158

Lakeway Publishers, Inc.'s 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $3,546,937 across 382 participant accounts, with employer contributions averaging $158 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Tennessee (1,194th of 1,496), and 2,001st of 2,199 in information & media. In 2022, employees put in $4.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,546,937
Participants with balances382
Active participants187
Employer contributions$29,591
Employee contributions$142,646
Employer contribution per active participant$158
Average account balance$9,285
Benefits paid to participants$425,148
Plan auditUnmodified (clean) audit opinion
AuditorCRAINE, THOMPSON & JONES, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 356 accts · $27K emplr
2023$3.3M · 357 accts · $21K emplr
2022$3.5M · 382 accts · $30K emplr
The Lakeway Publishers, Inc. 401(k) match · 2022
Employer contribution per active participant$158
Median for plans this size$1,114
2024$239 per active participant
2023$131 per active participant
2022$158 per active participant

Lakeway Publishers, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Recordkeeper by year2
2024USI Consulting
2023USI Consulting

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Administrative cost history3
2024Not separately reported
2023$8,868 · 0.26%
2022Not separately reported
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Standard Media Group LLC TN$4.5M · 0.40%
D17, LLC TN$4.2M · 0.48%
Argos Health, Inc. TN$3.0M · 0.66%
Gravity Media USA Corp TN$1.9M · 0.17%
Firecrown Inc TN$1.6M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620754964 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.