Civic Intelligence

Lakeshore Securities, L.P.

Plan context: Lakeshore Securities, L.P. Profit Sharing Plan and Trust

EIN 36-3160039 • Chicago, IL • 25 filings • 1 plans

401 S. Lasalle Street, Suite 1000Chicago, IL 60605
Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$19,541,999

2024 Contributions

$642,033

Historical Graphs

Total Assets Over Time

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

$19,541,999$9,771,000$0199920132024YearValue
$19,541,999Latest year 2024

Participants Over Time

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

66330199920122024YearValue
42Latest 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
2024142$19,541,999$642,033$15,287iApproximate average salary by contribution assumption: employee only about $382,163 at 4% or $254,775 at 6%; with 50% employer match about $254,775 at 4% or $169,850 at 6%; with 100% employer match about $191,081 at 4% or $127,388 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-42$19,541,999$642,033$15,287iApproximate average salary by contribution assumption: employee only about $382,163 at 4% or $254,775 at 6%; with 50% employer match about $254,775 at 4% or $169,850 at 6%; with 100% employer match about $191,081 at 4% or $127,388 at 6%.
2023145$18,117,984$636,185$14,137iApproximate average salary by contribution assumption: employee only about $353,436 at 4% or $235,624 at 6%; with 50% employer match about $235,624 at 4% or $157,083 at 6%; with 100% employer match about $176,718 at 4% or $117,812 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-45$18,117,984$636,185$14,137iApproximate average salary by contribution assumption: employee only about $353,436 at 4% or $235,624 at 6%; with 50% employer match about $235,624 at 4% or $157,083 at 6%; with 100% employer match about $176,718 at 4% or $117,812 at 6%.
2022147$14,760,615$571,116$12,151iApproximate average salary by contribution assumption: employee only about $303,785 at 4% or $202,523 at 6%; with 50% employer match about $202,523 at 4% or $135,016 at 6%; with 100% employer match about $151,893 at 4% or $101,262 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-47$14,760,615$571,116$12,151iApproximate average salary by contribution assumption: employee only about $303,785 at 4% or $202,523 at 6%; with 50% employer match about $202,523 at 4% or $135,016 at 6%; with 100% employer match about $151,893 at 4% or $101,262 at 6%.
2021148$17,912,157$621,163$12,941iApproximate average salary by contribution assumption: employee only about $323,522 at 4% or $215,682 at 6%; with 50% employer match about $215,682 at 4% or $143,788 at 6%; with 100% employer match about $161,761 at 4% or $107,841 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-48$17,912,157$621,163$12,941iApproximate average salary by contribution assumption: employee only about $323,522 at 4% or $215,682 at 6%; with 50% employer match about $215,682 at 4% or $143,788 at 6%; with 100% employer match about $161,761 at 4% or $107,841 at 6%.
2020157$15,230,902$621,733$10,908iApproximate average salary by contribution assumption: employee only about $272,690 at 4% or $181,793 at 6%; with 50% employer match about $181,793 at 4% or $121,196 at 6%; with 100% employer match about $136,345 at 4% or $90,897 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-57$15,230,902$621,733$10,908iApproximate average salary by contribution assumption: employee only about $272,690 at 4% or $181,793 at 6%; with 50% employer match about $181,793 at 4% or $121,196 at 6%; with 100% employer match about $136,345 at 4% or $90,897 at 6%.
2019154$12,250,050$527,114$9,761iApproximate average salary by contribution assumption: employee only about $244,034 at 4% or $162,690 at 6%; with 50% employer match about $162,690 at 4% or $108,460 at 6%; with 100% employer match about $122,017 at 4% or $81,345 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-54$12,250,050$527,114$9,761iApproximate average salary by contribution assumption: employee only about $244,034 at 4% or $162,690 at 6%; with 50% employer match about $162,690 at 4% or $108,460 at 6%; with 100% employer match about $122,017 at 4% or $81,345 at 6%.
2018153$10,329,802$662,265$12,496iApproximate average salary by contribution assumption: employee only about $312,389 at 4% or $208,259 at 6%; with 50% employer match about $208,259 at 4% or $138,840 at 6%; with 100% employer match about $156,195 at 4% or $104,130 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-53$10,329,802$662,265$12,496iApproximate average salary by contribution assumption: employee only about $312,389 at 4% or $208,259 at 6%; with 50% employer match about $208,259 at 4% or $138,840 at 6%; with 100% employer match about $156,195 at 4% or $104,130 at 6%.
2017152$12,059,859$473,944$9,114iApproximate average salary by contribution assumption: employee only about $227,858 at 4% or $151,905 at 6%; with 50% employer match about $151,905 at 4% or $101,270 at 6%; with 100% employer match about $113,929 at 4% or $75,953 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-52$12,059,859$473,944$9,114iApproximate average salary by contribution assumption: employee only about $227,858 at 4% or $151,905 at 6%; with 50% employer match about $151,905 at 4% or $101,270 at 6%; with 100% employer match about $113,929 at 4% or $75,953 at 6%.
2016152$10,210,341$309,122$5,945iApproximate average salary by contribution assumption: employee only about $148,616 at 4% or $99,078 at 6%; with 50% employer match about $99,078 at 4% or $66,052 at 6%; with 100% employer match about $74,308 at 4% or $49,539 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-52$10,210,341$309,122$5,945iApproximate average salary by contribution assumption: employee only about $148,616 at 4% or $99,078 at 6%; with 50% employer match about $99,078 at 4% or $66,052 at 6%; with 100% employer match about $74,308 at 4% or $49,539 at 6%.
2015154$11,011,732$372,289$6,894iApproximate average salary by contribution assumption: employee only about $172,356 at 4% or $114,904 at 6%; with 50% employer match about $114,904 at 4% or $76,603 at 6%; with 100% employer match about $86,178 at 4% or $57,452 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-54$11,011,732$372,289$6,894iApproximate average salary by contribution assumption: employee only about $172,356 at 4% or $114,904 at 6%; with 50% employer match about $114,904 at 4% or $76,603 at 6%; with 100% employer match about $86,178 at 4% or $57,452 at 6%.
2014156$10,776,139$418,007$7,464iApproximate average salary by contribution assumption: employee only about $186,610 at 4% or $124,407 at 6%; with 50% employer match about $124,407 at 4% or $82,938 at 6%; with 100% employer match about $93,305 at 4% or $62,203 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-56$10,776,139$418,007$7,464iApproximate average salary by contribution assumption: employee only about $186,610 at 4% or $124,407 at 6%; with 50% employer match about $124,407 at 4% or $82,938 at 6%; with 100% employer match about $93,305 at 4% or $62,203 at 6%.
2013161$10,264,961$388,614$6,371iApproximate average salary by contribution assumption: employee only about $159,268 at 4% or $106,179 at 6%; with 50% employer match about $106,179 at 4% or $70,786 at 6%; with 100% employer match about $79,634 at 4% or $53,089 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-61$10,264,961$388,614$6,371iApproximate average salary by contribution assumption: employee only about $159,268 at 4% or $106,179 at 6%; with 50% employer match about $106,179 at 4% or $70,786 at 6%; with 100% employer match about $79,634 at 4% or $53,089 at 6%.
2012163$9,001,451$387,881$6,157iApproximate average salary by contribution assumption: employee only about $153,921 at 4% or $102,614 at 6%; with 50% employer match about $102,614 at 4% or $68,409 at 6%; with 100% employer match about $76,961 at 4% or $51,307 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-63$9,001,451$387,881$6,157iApproximate average salary by contribution assumption: employee only about $153,921 at 4% or $102,614 at 6%; with 50% employer match about $102,614 at 4% or $68,409 at 6%; with 100% employer match about $76,961 at 4% or $51,307 at 6%.
2011165$8,228,335$307,818$4,736iApproximate average salary by contribution assumption: employee only about $118,392 at 4% or $78,928 at 6%; with 50% employer match about $78,928 at 4% or $52,618 at 6%; with 100% employer match about $59,196 at 4% or $39,464 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-65$8,228,335$307,818$4,736iApproximate average salary by contribution assumption: employee only about $118,392 at 4% or $78,928 at 6%; with 50% employer match about $78,928 at 4% or $52,618 at 6%; with 100% employer match about $59,196 at 4% or $39,464 at 6%.
2010166$8,584,716$419,082$6,350iApproximate average salary by contribution assumption: employee only about $158,743 at 4% or $105,829 at 6%; with 50% employer match about $105,829 at 4% or $70,553 at 6%; with 100% employer match about $79,372 at 4% or $52,914 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-66$8,584,716$419,082$6,350iApproximate average salary by contribution assumption: employee only about $158,743 at 4% or $105,829 at 6%; with 50% employer match about $105,829 at 4% or $70,553 at 6%; with 100% employer match about $79,372 at 4% or $52,914 at 6%.
2009166$7,556,153$331,786$5,027iApproximate average salary by contribution assumption: employee only about $125,677 at 4% or $83,784 at 6%; with 50% employer match about $83,784 at 4% or $55,856 at 6%; with 100% employer match about $62,838 at 4% or $41,892 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-66$7,556,153$331,786$5,027iApproximate average salary by contribution assumption: employee only about $125,677 at 4% or $83,784 at 6%; with 50% employer match about $83,784 at 4% or $55,856 at 6%; with 100% employer match about $62,838 at 4% or $41,892 at 6%.
2008150$6,103,768$691,125$13,823iApproximate average salary by contribution assumption: employee only about $345,563 at 4% or $230,375 at 6%; with 50% employer match about $230,375 at 4% or $153,583 at 6%; with 100% employer match about $172,781 at 4% or $115,188 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-50$6,103,768$691,125$13,823iApproximate average salary by contribution assumption: employee only about $345,563 at 4% or $230,375 at 6%; with 50% employer match about $230,375 at 4% or $153,583 at 6%; with 100% employer match about $172,781 at 4% or $115,188 at 6%.
2007148$7,826,860$744,120$15,503iApproximate average salary by contribution assumption: employee only about $387,563 at 4% or $258,375 at 6%; with 50% employer match about $258,375 at 4% or $172,250 at 6%; with 100% employer match about $193,781 at 4% or $129,188 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-48$7,826,860$744,120$15,503iApproximate average salary by contribution assumption: employee only about $387,563 at 4% or $258,375 at 6%; with 50% employer match about $258,375 at 4% or $172,250 at 6%; with 100% employer match about $193,781 at 4% or $129,188 at 6%.
2006146$7,011,019$907,939$19,738iApproximate average salary by contribution assumption: employee only about $493,445 at 4% or $328,963 at 6%; with 50% employer match about $328,963 at 4% or $219,309 at 6%; with 100% employer match about $246,723 at 4% or $164,482 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-46$7,011,019$907,939$19,738iApproximate average salary by contribution assumption: employee only about $493,445 at 4% or $328,963 at 6%; with 50% employer match about $328,963 at 4% or $219,309 at 6%; with 100% employer match about $246,723 at 4% or $164,482 at 6%.
2005148$5,711,882$567,269$11,818iApproximate average salary by contribution assumption: employee only about $295,453 at 4% or $196,968 at 6%; with 50% employer match about $196,968 at 4% or $131,312 at 6%; with 100% employer match about $147,726 at 4% or $98,484 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-48$5,711,882$567,269$11,818iApproximate average salary by contribution assumption: employee only about $295,453 at 4% or $196,968 at 6%; with 50% employer match about $196,968 at 4% or $131,312 at 6%; with 100% employer match about $147,726 at 4% or $98,484 at 6%.
2004148$5,015,882$516,515$10,761iApproximate average salary by contribution assumption: employee only about $269,018 at 4% or $179,345 at 6%; with 50% employer match about $179,345 at 4% or $119,564 at 6%; with 100% employer match about $134,509 at 4% or $89,673 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-48$5,015,882$516,515$10,761iApproximate average salary by contribution assumption: employee only about $269,018 at 4% or $179,345 at 6%; with 50% employer match about $179,345 at 4% or $119,564 at 6%; with 100% employer match about $134,509 at 4% or $89,673 at 6%.
2003150$4,079,725$542,628$10,853iApproximate average salary by contribution assumption: employee only about $271,314 at 4% or $180,876 at 6%; with 50% employer match about $180,876 at 4% or $120,584 at 6%; with 100% employer match about $135,657 at 4% or $90,438 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-50$4,079,725$542,628$10,853iApproximate average salary by contribution assumption: employee only about $271,314 at 4% or $180,876 at 6%; with 50% employer match about $180,876 at 4% or $120,584 at 6%; with 100% employer match about $135,657 at 4% or $90,438 at 6%.
2002149$2,819,271$98,398$2,008iApproximate average salary by contribution assumption: employee only about $50,203 at 4% or $33,469 at 6%; with 50% employer match about $33,469 at 4% or $22,312 at 6%; with 100% employer match about $25,102 at 4% or $16,734 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-49$2,819,271$98,398$2,008iApproximate average salary by contribution assumption: employee only about $50,203 at 4% or $33,469 at 6%; with 50% employer match about $33,469 at 4% or $22,312 at 6%; with 100% employer match about $25,102 at 4% or $16,734 at 6%.
2001126$0$0-
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-26---
1999121$3,720,967$189,010$9,000iApproximate average salary by contribution assumption: employee only about $225,012 at 4% or $150,008 at 6%; with 50% employer match about $150,008 at 4% or $100,005 at 6%; with 100% employer match about $112,506 at 4% or $75,004 at 6%.
Lakeshore Securities, L.P. Profit Sharing Plan and Trust-21$3,720,967$189,010$9,000iApproximate average salary by contribution assumption: employee only about $225,012 at 4% or $150,008 at 6%; with 50% employer match about $150,008 at 4% or $100,005 at 6%; with 100% employer match about $112,506 at 4% or $75,004 at 6%.