Civic Intelligence

O'Keefe Stevens Advisory Inc.

Plan context: O'Keefe Stevens Advisory Inc 401(K) Plan

EIN 81-4543388 • Rochester, NY • 8 filings • 1 plans

One Bausch And Lomb Place, Suite 92Rochester, NY 14604
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$2,712,886

2025 Contributions

$261,294

Historical Graphs

Total Assets Over Time

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

$2,712,886$1,356,443$0201820222025YearValue
$2,712,886Latest year 2025

Participants Over Time

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

840201820222025YearValue
8Latest year 2025

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
202518$2,712,886$261,294$32,662iApproximate average salary by contribution assumption: employee only about $816,544 at 4% or $544,363 at 6%; with 50% employer match about $544,363 at 4% or $362,908 at 6%; with 100% employer match about $408,272 at 4% or $272,181 at 6%.
O'Keefe Stevens Advisory Inc 401(K) Plan-8$2,712,886$261,294$32,662iApproximate average salary by contribution assumption: employee only about $816,544 at 4% or $544,363 at 6%; with 50% employer match about $544,363 at 4% or $362,908 at 6%; with 100% employer match about $408,272 at 4% or $272,181 at 6%.
202418$1,960,927$201,182$25,148iApproximate average salary by contribution assumption: employee only about $628,694 at 4% or $419,129 at 6%; with 50% employer match about $419,129 at 4% or $279,419 at 6%; with 100% employer match about $314,347 at 4% or $209,565 at 6%.
O'Keefe Stevens Advisory Inc 401(K) Plan-8$1,960,927$201,182$25,148iApproximate average salary by contribution assumption: employee only about $628,694 at 4% or $419,129 at 6%; with 50% employer match about $419,129 at 4% or $279,419 at 6%; with 100% employer match about $314,347 at 4% or $209,565 at 6%.
202317$1,539,682$185,881$26,554iApproximate average salary by contribution assumption: employee only about $663,861 at 4% or $442,574 at 6%; with 50% employer match about $442,574 at 4% or $295,049 at 6%; with 100% employer match about $331,930 at 4% or $221,287 at 6%.
O'Keefe Stevens Advisory Inc 401(K) Plan-7$1,539,682$185,881$26,554iApproximate average salary by contribution assumption: employee only about $663,861 at 4% or $442,574 at 6%; with 50% employer match about $442,574 at 4% or $295,049 at 6%; with 100% employer match about $331,930 at 4% or $221,287 at 6%.
202216$942,455$175,575$29,263iApproximate average salary by contribution assumption: employee only about $731,563 at 4% or $487,708 at 6%; with 50% employer match about $487,708 at 4% or $325,139 at 6%; with 100% employer match about $365,781 at 4% or $243,854 at 6%.
O'Keefe Stevens Advisory Inc 401(K) Plan-6$942,455$175,575$29,263iApproximate average salary by contribution assumption: employee only about $731,563 at 4% or $487,708 at 6%; with 50% employer match about $487,708 at 4% or $325,139 at 6%; with 100% employer match about $365,781 at 4% or $243,854 at 6%.
202115$948,527$158,782$31,756iApproximate average salary by contribution assumption: employee only about $793,910 at 4% or $529,273 at 6%; with 50% employer match about $529,273 at 4% or $352,849 at 6%; with 100% employer match about $396,955 at 4% or $264,637 at 6%.
O'Keefe Stevens Advisory Inc 401(K) Plan-5$948,527$158,782$31,756iApproximate average salary by contribution assumption: employee only about $793,910 at 4% or $529,273 at 6%; with 50% employer match about $529,273 at 4% or $352,849 at 6%; with 100% employer match about $396,955 at 4% or $264,637 at 6%.
202015$585,019$149,951$29,990iApproximate average salary by contribution assumption: employee only about $749,755 at 4% or $499,837 at 6%; with 50% employer match about $499,837 at 4% or $333,224 at 6%; with 100% employer match about $374,878 at 4% or $249,918 at 6%.
O'Keefe Stevens Advisory Inc 401(K) Plan-5$585,019$149,951$29,990iApproximate average salary by contribution assumption: employee only about $749,755 at 4% or $499,837 at 6%; with 50% employer match about $499,837 at 4% or $333,224 at 6%; with 100% employer match about $374,878 at 4% or $249,918 at 6%.
201915$426,306$139,730$27,946iApproximate average salary by contribution assumption: employee only about $698,650 at 4% or $465,767 at 6%; with 50% employer match about $465,767 at 4% or $310,511 at 6%; with 100% employer match about $349,325 at 4% or $232,883 at 6%.
O'Keefe Stevens Advisory Inc 401(K) Plan-5$426,306$139,730$27,946iApproximate average salary by contribution assumption: employee only about $698,650 at 4% or $465,767 at 6%; with 50% employer match about $465,767 at 4% or $310,511 at 6%; with 100% employer match about $349,325 at 4% or $232,883 at 6%.
201814$254,377$271,627$67,907iApproximate average salary by contribution assumption: employee only about $1,697,669 at 4% or $1,131,779 at 6%; with 50% employer match about $1,131,779 at 4% or $754,519 at 6%; with 100% employer match about $848,834 at 4% or $565,890 at 6%.
O'Keefe Stevens Advisory Inc 401(K) Plan-4$254,377$271,627$67,907iApproximate average salary by contribution assumption: employee only about $1,697,669 at 4% or $1,131,779 at 6%; with 50% employer match about $1,131,779 at 4% or $754,519 at 6%; with 100% employer match about $848,834 at 4% or $565,890 at 6%.