2023 Form 5500 filing — Steele Management, Inc. 401(K) Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240728173312NAL0010476835001) for Steele Management, Inc. 401(K) Profit Sharing Plan, reported by Steele Management, Inc. under EIN 81-2549302 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240728173312NAL0010476835001
Filing year
2023
Form type
2
Plan sponsor
Steele Management, Inc.
EIN
81-2549302
Plan number
001
Location
Odenton, MD
Participants
1
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$171,328
Total liabilities (EOY)
$0
Net assets (EOY)
$171,328
Employer contributions
$0
Participant contributions
$0
Total income / additions
$69,877
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$69,877
Schedule source
Schedule I

Related Form 5500 pages