Steele Management, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Steele Management, 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, Steele Management, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Steele Management, Inc. under EIN 81-2549302 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $171,328 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steele Management, Inc.
- EIN
- 81-2549302
- Plan number
- 001
- Plan type
- 2
- Location
- Odenton, MD
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $171,328
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240728173312NAL0010476835001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $171,328
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $171,328
- Net assets (BOY)
- $101,451
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $69,877
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $69,877
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.