Civic Intelligence

Okeefe, Ashenden, Lyons & Ward

Plan context: Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust

EIN 36-2704490 • Chicago, IL • 42 filings • 8 plans

30 North Lasalle Street, Suite 4100Chicago, IL 60602
Current Snapshot

Latest Year

2024

2024 Participants

47

2024 Assets

$28,680,936

2024 Contributions

$1,022,605

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$28,680,936$14,340,468$0199920132024YearValue
$28,680,936Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

50250199920122024YearValue
47Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024147$28,680,936$1,022,605$21,758iApproximate average salary by contribution assumption: employee only about $543,939 at 4% or $362,626 at 6%; with 50% employer match about $362,626 at 4% or $241,751 at 6%; with 100% employer match about $271,969 at 4% or $181,313 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-47$28,680,936$1,022,605$21,758iApproximate average salary by contribution assumption: employee only about $543,939 at 4% or $362,626 at 6%; with 50% employer match about $362,626 at 4% or $241,751 at 6%; with 100% employer match about $271,969 at 4% or $181,313 at 6%.
2023142$24,086,823$936,169$22,290iApproximate average salary by contribution assumption: employee only about $557,243 at 4% or $371,496 at 6%; with 50% employer match about $371,496 at 4% or $247,664 at 6%; with 100% employer match about $278,622 at 4% or $185,748 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-42$24,086,823$936,169$22,290iApproximate average salary by contribution assumption: employee only about $557,243 at 4% or $371,496 at 6%; with 50% employer match about $371,496 at 4% or $247,664 at 6%; with 100% employer match about $278,622 at 4% or $185,748 at 6%.
2022142$20,364,679$883,317$21,031iApproximate average salary by contribution assumption: employee only about $525,784 at 4% or $350,523 at 6%; with 50% employer match about $350,523 at 4% or $233,682 at 6%; with 100% employer match about $262,892 at 4% or $175,261 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-42$20,364,679$883,317$21,031iApproximate average salary by contribution assumption: employee only about $525,784 at 4% or $350,523 at 6%; with 50% employer match about $350,523 at 4% or $233,682 at 6%; with 100% employer match about $262,892 at 4% or $175,261 at 6%.
2021143$26,348,059$729,560$16,967iApproximate average salary by contribution assumption: employee only about $424,163 at 4% or $282,775 at 6%; with 50% employer match about $282,775 at 4% or $188,517 at 6%; with 100% employer match about $212,081 at 4% or $141,388 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-43$26,348,059$729,560$16,967iApproximate average salary by contribution assumption: employee only about $424,163 at 4% or $282,775 at 6%; with 50% employer match about $282,775 at 4% or $188,517 at 6%; with 100% employer match about $212,081 at 4% or $141,388 at 6%.
2020130$25,233,280$792,937$26,431iApproximate average salary by contribution assumption: employee only about $660,781 at 4% or $440,521 at 6%; with 50% employer match about $440,521 at 4% or $293,680 at 6%; with 100% employer match about $330,390 at 4% or $220,260 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-30$25,233,280$792,937$26,431iApproximate average salary by contribution assumption: employee only about $660,781 at 4% or $440,521 at 6%; with 50% employer match about $440,521 at 4% or $293,680 at 6%; with 100% employer match about $330,390 at 4% or $220,260 at 6%.
2019128$22,456,974$1,276,974$45,606iApproximate average salary by contribution assumption: employee only about $1,140,155 at 4% or $760,104 at 6%; with 50% employer match about $760,104 at 4% or $506,736 at 6%; with 100% employer match about $570,078 at 4% or $380,052 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-28$22,456,974$1,276,974$45,606iApproximate average salary by contribution assumption: employee only about $1,140,155 at 4% or $760,104 at 6%; with 50% employer match about $760,104 at 4% or $506,736 at 6%; with 100% employer match about $570,078 at 4% or $380,052 at 6%.
2018132$19,142,858$864,689$27,022iApproximate average salary by contribution assumption: employee only about $675,538 at 4% or $450,359 at 6%; with 50% employer match about $450,359 at 4% or $300,239 at 6%; with 100% employer match about $337,769 at 4% or $225,179 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-32$19,142,858$864,689$27,022iApproximate average salary by contribution assumption: employee only about $675,538 at 4% or $450,359 at 6%; with 50% employer match about $450,359 at 4% or $300,239 at 6%; with 100% employer match about $337,769 at 4% or $225,179 at 6%.
2017127$19,613,939$787,149$29,154iApproximate average salary by contribution assumption: employee only about $728,842 at 4% or $485,894 at 6%; with 50% employer match about $485,894 at 4% or $323,930 at 6%; with 100% employer match about $364,421 at 4% or $242,947 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-27$19,613,939$787,149$29,154iApproximate average salary by contribution assumption: employee only about $728,842 at 4% or $485,894 at 6%; with 50% employer match about $485,894 at 4% or $323,930 at 6%; with 100% employer match about $364,421 at 4% or $242,947 at 6%.
2016127$17,721,384$729,355$27,013iApproximate average salary by contribution assumption: employee only about $675,329 at 4% or $450,219 at 6%; with 50% employer match about $450,219 at 4% or $300,146 at 6%; with 100% employer match about $337,664 at 4% or $225,110 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-27$17,721,384$729,355$27,013iApproximate average salary by contribution assumption: employee only about $675,329 at 4% or $450,219 at 6%; with 50% employer match about $450,219 at 4% or $300,146 at 6%; with 100% employer match about $337,664 at 4% or $225,110 at 6%.
2015126$18,215,429$705,192$27,123iApproximate average salary by contribution assumption: employee only about $678,069 at 4% or $452,046 at 6%; with 50% employer match about $452,046 at 4% or $301,364 at 6%; with 100% employer match about $339,035 at 4% or $226,023 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-26$18,215,429$705,192$27,123iApproximate average salary by contribution assumption: employee only about $678,069 at 4% or $452,046 at 6%; with 50% employer match about $452,046 at 4% or $301,364 at 6%; with 100% employer match about $339,035 at 4% or $226,023 at 6%.
2014125$22,338,564$712,727$28,509iApproximate average salary by contribution assumption: employee only about $712,727 at 4% or $475,151 at 6%; with 50% employer match about $475,151 at 4% or $316,768 at 6%; with 100% employer match about $356,364 at 4% or $237,576 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-25$22,338,564$712,727$28,509iApproximate average salary by contribution assumption: employee only about $712,727 at 4% or $475,151 at 6%; with 50% employer match about $475,151 at 4% or $316,768 at 6%; with 100% employer match about $356,364 at 4% or $237,576 at 6%.
2013128$20,748,944$717,261$25,616iApproximate average salary by contribution assumption: employee only about $640,412 at 4% or $426,941 at 6%; with 50% employer match about $426,941 at 4% or $284,627 at 6%; with 100% employer match about $320,206 at 4% or $213,471 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-28$20,748,944$717,261$25,616iApproximate average salary by contribution assumption: employee only about $640,412 at 4% or $426,941 at 6%; with 50% employer match about $426,941 at 4% or $284,627 at 6%; with 100% employer match about $320,206 at 4% or $213,471 at 6%.
2012226$18,523,944$882,018$33,924iApproximate average salary by contribution assumption: employee only about $848,094 at 4% or $565,396 at 6%; with 50% employer match about $565,396 at 4% or $376,931 at 6%; with 100% employer match about $424,047 at 4% or $282,698 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-26$18,523,944$877,621$33,755iApproximate average salary by contribution assumption: employee only about $843,866 at 4% or $562,578 at 6%; with 50% employer match about $562,578 at 4% or $375,052 at 6%; with 100% employer match about $421,933 at 4% or $281,289 at 6%.
O'KEEFE, LYONS & HYNES, LLC DEFINED ACCOUNT PLAN-0$0$4,397-
2011229$19,920,477$927,010$31,966iApproximate average salary by contribution assumption: employee only about $799,147 at 4% or $532,764 at 6%; with 50% employer match about $532,764 at 4% or $355,176 at 6%; with 100% employer match about $399,573 at 4% or $266,382 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-29$19,538,038$833,194$28,731iApproximate average salary by contribution assumption: employee only about $718,271 at 4% or $478,847 at 6%; with 50% employer match about $478,847 at 4% or $319,231 at 6%; with 100% employer match about $359,135 at 4% or $239,424 at 6%.
O'KEEFE, LYONS & HYNES, LLC DEFINED ACCOUNT PLAN-26$382,439$93,816$3,608iApproximate average salary by contribution assumption: employee only about $90,208 at 4% or $60,138 at 6%; with 50% employer match about $60,138 at 4% or $40,092 at 6%; with 100% employer match about $45,104 at 4% or $30,069 at 6%.
2010231$19,660,193$860,297$27,752iApproximate average salary by contribution assumption: employee only about $693,788 at 4% or $462,525 at 6%; with 50% employer match about $462,525 at 4% or $308,350 at 6%; with 100% employer match about $346,894 at 4% or $231,263 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-31$19,372,713$796,797$25,703iApproximate average salary by contribution assumption: employee only about $642,578 at 4% or $428,385 at 6%; with 50% employer match about $428,385 at 4% or $285,590 at 6%; with 100% employer match about $321,289 at 4% or $214,193 at 6%.
O'KEEFE, LYONS & HYNES, LLC DEFINED ACCOUNT PLAN-30$287,480$63,500$2,117iApproximate average salary by contribution assumption: employee only about $52,917 at 4% or $35,278 at 6%; with 50% employer match about $35,278 at 4% or $23,519 at 6%; with 100% employer match about $26,458 at 4% or $17,639 at 6%.
2009232$17,505,216$842,861$26,339iApproximate average salary by contribution assumption: employee only about $658,485 at 4% or $438,990 at 6%; with 50% employer match about $438,990 at 4% or $292,660 at 6%; with 100% employer match about $329,243 at 4% or $219,495 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-32$17,293,764$786,751$24,586iApproximate average salary by contribution assumption: employee only about $614,649 at 4% or $409,766 at 6%; with 50% employer match about $409,766 at 4% or $273,177 at 6%; with 100% employer match about $307,325 at 4% or $204,883 at 6%.
OKEEFE, LYONS & HYNES, LLC DEFINED ACCOUNT PLAN-30$211,452$56,110$1,870iApproximate average salary by contribution assumption: employee only about $46,758 at 4% or $31,172 at 6%; with 50% employer match about $31,172 at 4% or $20,781 at 6%; with 100% employer match about $23,379 at 4% or $15,586 at 6%.
2008236$146,371$95,000$2,639iApproximate average salary by contribution assumption: employee only about $65,972 at 4% or $43,981 at 6%; with 50% employer match about $43,981 at 4% or $29,321 at 6%; with 100% employer match about $32,986 at 4% or $21,991 at 6%.
OKEEFE, LYONS & HYNES, LLC DEFINED ACCOUNT PLAN-31$146,371$95,000$3,065iApproximate average salary by contribution assumption: employee only about $76,613 at 4% or $51,075 at 6%; with 50% employer match about $51,075 at 4% or $34,050 at 6%; with 100% employer match about $38,306 at 4% or $25,538 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-36---
2007339$0$0-
Okeefe, Lyons & Hynes LLC Defined Benefit Pension Plan-0---
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-39---
OKEEFE, LYONS & HYNES, LLC DEFINED ACCOUNT PLAN-31---
2006242$19,418,350$1,382,992$32,928iApproximate average salary by contribution assumption: employee only about $823,210 at 4% or $548,806 at 6%; with 50% employer match about $548,806 at 4% or $365,871 at 6%; with 100% employer match about $411,605 at 4% or $274,403 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-42$16,431,285$645,152$15,361iApproximate average salary by contribution assumption: employee only about $384,019 at 4% or $256,013 at 6%; with 50% employer match about $256,013 at 4% or $170,675 at 6%; with 100% employer match about $192,010 at 4% or $128,006 at 6%.
Okeefe, Lyons & Hynes LLC Defined Benefit Pension Plan-33$2,987,065$737,840$22,359iApproximate average salary by contribution assumption: employee only about $558,970 at 4% or $372,646 at 6%; with 50% employer match about $372,646 at 4% or $248,431 at 6%; with 100% employer match about $279,485 at 4% or $186,323 at 6%.
2005248$16,517,990$1,186,003$24,708iApproximate average salary by contribution assumption: employee only about $617,710 at 4% or $411,807 at 6%; with 50% employer match about $411,807 at 4% or $274,538 at 6%; with 100% employer match about $308,855 at 4% or $205,903 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-48$14,409,664$659,560$13,741iApproximate average salary by contribution assumption: employee only about $343,521 at 4% or $229,014 at 6%; with 50% employer match about $229,014 at 4% or $152,676 at 6%; with 100% employer match about $171,760 at 4% or $114,507 at 6%.
Okeefe, Lyons & Hynes LLC Defined Benefit Pension Plan-42$2,108,326$526,443$12,534iApproximate average salary by contribution assumption: employee only about $313,359 at 4% or $208,906 at 6%; with 50% employer match about $208,906 at 4% or $139,271 at 6%; with 100% employer match about $156,679 at 4% or $104,453 at 6%.
2004249$15,027,768$1,058,663$21,605iApproximate average salary by contribution assumption: employee only about $540,134 at 4% or $360,089 at 6%; with 50% employer match about $360,089 at 4% or $240,060 at 6%; with 100% employer match about $270,067 at 4% or $180,045 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-49$13,515,546$556,292$11,353iApproximate average salary by contribution assumption: employee only about $283,822 at 4% or $189,215 at 6%; with 50% employer match about $189,215 at 4% or $126,143 at 6%; with 100% employer match about $141,911 at 4% or $94,607 at 6%.
Okeefe, Lyons & Hynes LLC Defined Benefit Pension Plan-46$1,512,222$502,371$10,921iApproximate average salary by contribution assumption: employee only about $273,028 at 4% or $182,018 at 6%; with 50% employer match about $182,018 at 4% or $121,346 at 6%; with 100% employer match about $136,514 at 4% or $91,009 at 6%.
2003250$14,102,639$1,241,678$24,834iApproximate average salary by contribution assumption: employee only about $620,839 at 4% or $413,893 at 6%; with 50% employer match about $413,893 at 4% or $275,928 at 6%; with 100% employer match about $310,420 at 4% or $206,946 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-38$12,892,827$609,318$16,035iApproximate average salary by contribution assumption: employee only about $400,867 at 4% or $267,245 at 6%; with 50% employer match about $267,245 at 4% or $178,163 at 6%; with 100% employer match about $200,434 at 4% or $133,622 at 6%.
Okeefe, Lyons & Hynes LLC Defined Benefit Pension Plan-50$1,209,812$632,360$12,647iApproximate average salary by contribution assumption: employee only about $316,180 at 4% or $210,787 at 6%; with 50% employer match about $210,787 at 4% or $140,524 at 6%; with 100% employer match about $158,090 at 4% or $105,393 at 6%.
2002344$0$0-
Okeefe, Lyons & Hynes LLC Defined Benefit Pension Plan-44---
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-41---
Okeefe, Ashenden, Lyons & Ward Money Purchase Plan & Trust-0---
2001232$0$0-
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-32---
Okeefe, Ashenden, Lyons & Ward Money Purchase Plan & Trust-31---
2000229$12,149,287$411,147$14,177iApproximate average salary by contribution assumption: employee only about $354,437 at 4% or $236,291 at 6%; with 50% employer match about $236,291 at 4% or $157,528 at 6%; with 100% employer match about $177,219 at 4% or $118,146 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-29$10,368,708$166,972$5,758iApproximate average salary by contribution assumption: employee only about $143,941 at 4% or $95,961 at 6%; with 50% employer match about $95,961 at 4% or $63,974 at 6%; with 100% employer match about $71,971 at 4% or $47,980 at 6%.
Okeefe, Ashenden, Lyons & Ward Money Purchase Plan & Trust-28$1,780,579$244,175$8,721iApproximate average salary by contribution assumption: employee only about $218,013 at 4% or $145,342 at 6%; with 50% employer match about $145,342 at 4% or $96,895 at 6%; with 100% employer match about $109,007 at 4% or $72,671 at 6%.
1999226$13,013,688$401,954$15,460iApproximate average salary by contribution assumption: employee only about $386,494 at 4% or $257,663 at 6%; with 50% employer match about $257,663 at 4% or $171,775 at 6%; with 100% employer match about $193,247 at 4% or $128,831 at 6%.
Okeefe, Ashenden, Lyons & Ward Profit Sharing Plan & Trust-26$11,244,645$170,777$6,568iApproximate average salary by contribution assumption: employee only about $164,209 at 4% or $109,472 at 6%; with 50% employer match about $109,472 at 4% or $72,982 at 6%; with 100% employer match about $82,104 at 4% or $54,736 at 6%.
Okeefe, Ashenden, Lyons & Ward Money Purchase Plan & Trust-25$1,769,043$231,177$9,247iApproximate average salary by contribution assumption: employee only about $231,177 at 4% or $154,118 at 6%; with 50% employer match about $154,118 at 4% or $102,745 at 6%; with 100% employer match about $115,589 at 4% or $77,059 at 6%.