Lakeway Publishers, Inc. 401(k) Plan: Login, Facts & Contact Information

Lakeway Publishers, Inc. 401(k) Plan Facts

Plan name
LAKEWAY PUBLISHERS, INC. 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LAKEWAY PUBLISHERS, INC.
Participants
720 (112 active employees)
Former employees with a balance
265
Plan assets
$3,201,309 at Dec 31, 2024
Average account balance
$8,992 across 356 accounts
Employer contributions
$26,812 in plan year 2024 (17% of all contributions)
Recordkeeper
Usi Consulting Group
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Nov 1, 1987
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants— Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 23, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $162,003 went into the plan in contributions, $26,812 of it from the employer (17%).
  • $534,381 was paid out to participants.
  • Investment and other income added $284,036.

How the Lakeway Publishers, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019452$4.22 million$5,926$370,786
2020413$4.74 million$31,973$163,100
2021423$4.40 million$25,251$874,552
2022545$3.55 million$29,591$425,148
2023448$3.29 million$21,165$733,541
2024720$3.20 million$26,812$534,381

Lakeway Publishers, Inc. 401(k) Contact Information

Phone
423-581-5630
Mailing address
1609 WEST FIRST NORTH STREET, MORRISTOWN TN 37814
Plan sponsor
LAKEWAY PUBLISHERS, INC.
Employer identification number (EIN)
62-0754964
Plan number
002

Questions about the Lakeway Publishers, Inc. 401(k)

Does Lakeway Publishers, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $26,812, 17% of all contributions.

Does the Lakeway Publishers, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Lakeway Publishers, Inc 401(k) plan?

720 participants at the start of plan year 2024, 112 of them active employees, and 265 former employees who still had money in the plan.

What is the average 401(k) balance at Lakeway Publishers, Inc?

About $8,992 per account: $3.20 million in plan assets across 356 accounts with a balance at the end of plan year 2024.

Who manages the Lakeway Publishers, Inc 401(k) accounts?

USI Consulting Group is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Lakeway Publishers, Inc. How do I access my 401(k)?

Your account stays with USI Consulting Group after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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