Ssi 401(K) Plan — Form 5500 plan (Steele Solutions, Inc.)
Plain-English plan 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, Ssi 401(K) Plan is a benefit plan reported by Steele Solutions, Inc. under EIN 81-2440527 and plan number 001. The latest loaded filing year is 2023. The filing reports 483 participants and $19,136,783 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steele Solutions, Inc.
- EIN
- 81-2440527
- Plan number
- 001
- Plan type
- 2
- Location
- South Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 483
- End-of-year plan assets
- $19,136,783
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 483 | H, C | 20241011103137NAL0012372387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,136,783
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,136,783
- Net assets (BOY)
- $15,008,500
Income & contributions
- Employer contributions
- $792,017
- Participant contributions
- $1,663,683
- Total contributions
- $2,600,875
- Total income / additions
- $5,454,878
Expenses & distributions
- Benefits paid
- $1,195,358
- Administrative expenses
- $131,237
- Total expenses
- $1,326,595
- Net increase / (decrease)
- $4,128,283
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $115,241 | $0 | 2023 |
| Baird Insurance Services Inc | OTHER SERVICES | $0 | $24,591 | 2023 |
| Baker Tilly Us,Llp | ACCOUNTANT | $16,000 | not reported in the loaded dataset | 2023 |
| Robert W. Baird & Co. Incorporated | OTHER SERVICES | $0 | $15,484 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Steele Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in South Milwaukee, WI
- Principal Life Insurance Company — Schedule C compensation
- Baird Insurance Services Inc — Schedule C compensation
- Baker Tilly Us,Llp — Schedule C compensation
- Robert W. Baird & Co. Incorporated — Schedule C compensation