Steele Insurance Agency
Plan context: Steele Insurance Associates Inc. 401K Plan
EIN 34-1004486 • Saint Clairsville, OH • 32 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$498,108
2024 Contributions
$70,277
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 7 | $498,108 | $70,277 | $10,040iApproximate average salary by contribution assumption: employee only about $250,989 at 4% or $167,326 at 6%; with 50% employer match about $167,326 at 4% or $111,551 at 6%; with 100% employer match about $125,495 at 4% or $83,663 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 7 | $498,108 | $60,865 | $8,695iApproximate average salary by contribution assumption: employee only about $217,375 at 4% or $144,917 at 6%; with 50% employer match about $144,917 at 4% or $96,611 at 6%; with 100% employer match about $108,688 at 4% or $72,458 at 6%. |
| Steele Insurance Agency Soca Benefit Plan | - | 0 | $0 | $9,412 | - |
| 2023 | 2 | 9 | $827,216 | $78,724 | $8,747iApproximate average salary by contribution assumption: employee only about $218,678 at 4% or $145,785 at 6%; with 50% employer match about $145,785 at 4% or $97,190 at 6%; with 100% employer match about $109,339 at 4% or $72,893 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 9 | $820,804 | $66,100 | $7,344iApproximate average salary by contribution assumption: employee only about $183,611 at 4% or $122,407 at 6%; with 50% employer match about $122,407 at 4% or $81,605 at 6%; with 100% employer match about $91,806 at 4% or $61,204 at 6%. |
| Steele Insurance Agency Soca Benefit Plan | - | 1 | $6,412 | $12,624 | $12,624iApproximate average salary by contribution assumption: employee only about $315,600 at 4% or $210,400 at 6%; with 50% employer match about $210,400 at 4% or $140,267 at 6%; with 100% employer match about $157,800 at 4% or $105,200 at 6%. |
| 2022 | 2 | 9 | $696,829 | $120,629 | $13,403iApproximate average salary by contribution assumption: employee only about $335,081 at 4% or $223,387 at 6%; with 50% employer match about $223,387 at 4% or $148,925 at 6%; with 100% employer match about $167,540 at 4% or $111,694 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 9 | $690,225 | $103,518 | $11,502iApproximate average salary by contribution assumption: employee only about $287,550 at 4% or $191,700 at 6%; with 50% employer match about $191,700 at 4% or $127,800 at 6%; with 100% employer match about $143,775 at 4% or $95,850 at 6%. |
| Steele Insurance Agency Soca Benefit Plan | - | 2 | $6,604 | $17,111 | $8,556iApproximate average salary by contribution assumption: employee only about $213,888 at 4% or $142,592 at 6%; with 50% employer match about $142,592 at 4% or $95,061 at 6%; with 100% employer match about $106,944 at 4% or $71,296 at 6%. |
| 2021 | 2 | 10 | $810,861 | $71,724 | $7,172iApproximate average salary by contribution assumption: employee only about $179,310 at 4% or $119,540 at 6%; with 50% employer match about $119,540 at 4% or $79,693 at 6%; with 100% employer match about $89,655 at 4% or $59,770 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 10 | $805,924 | $52,017 | $5,202iApproximate average salary by contribution assumption: employee only about $130,043 at 4% or $86,695 at 6%; with 50% employer match about $86,695 at 4% or $57,797 at 6%; with 100% employer match about $65,021 at 4% or $43,348 at 6%. |
| Steele Insurance Agency Soca Benefit Plan | - | 3 | $4,937 | $19,707 | $6,569iApproximate average salary by contribution assumption: employee only about $164,225 at 4% or $109,483 at 6%; with 50% employer match about $109,483 at 4% or $72,989 at 6%; with 100% employer match about $82,113 at 4% or $54,742 at 6%. |
| 2020 | 2 | 11 | $799,995 | $110,778 | $10,071iApproximate average salary by contribution assumption: employee only about $251,768 at 4% or $167,845 at 6%; with 50% employer match about $167,845 at 4% or $111,897 at 6%; with 100% employer match about $125,884 at 4% or $83,923 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 11 | $796,129 | $69,847 | $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%. |
| Steele Insurance Agency Soca Benefit Plan | - | 4 | $3,866 | $40,931 | $10,233iApproximate average salary by contribution assumption: employee only about $255,819 at 4% or $170,546 at 6%; with 50% employer match about $170,546 at 4% or $113,697 at 6%; with 100% employer match about $127,909 at 4% or $85,273 at 6%. |
| 2019 | 2 | 14 | $900,813 | $48,027 | $3,431iApproximate average salary by contribution assumption: employee only about $85,763 at 4% or $57,175 at 6%; with 50% employer match about $57,175 at 4% or $38,117 at 6%; with 100% employer match about $42,881 at 4% or $28,588 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 14 | $899,702 | $39,650 | $2,832iApproximate average salary by contribution assumption: employee only about $70,804 at 4% or $47,202 at 6%; with 50% employer match about $47,202 at 4% or $31,468 at 6%; with 100% employer match about $35,402 at 4% or $23,601 at 6%. |
| Steele Insurance Agency Soca Benefit Plan | - | 3 | $1,111 | $8,377 | $2,792iApproximate average salary by contribution assumption: employee only about $69,808 at 4% or $46,539 at 6%; with 50% employer match about $46,539 at 4% or $31,026 at 6%; with 100% employer match about $34,904 at 4% or $23,269 at 6%. |
| 2018 | 1 | 14 | $767,837 | $52,082 | $3,720iApproximate average salary by contribution assumption: employee only about $93,004 at 4% or $62,002 at 6%; with 50% employer match about $62,002 at 4% or $41,335 at 6%; with 100% employer match about $46,502 at 4% or $31,001 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 14 | $767,837 | $52,082 | $3,720iApproximate average salary by contribution assumption: employee only about $93,004 at 4% or $62,002 at 6%; with 50% employer match about $62,002 at 4% or $41,335 at 6%; with 100% employer match about $46,502 at 4% or $31,001 at 6%. |
| 2017 | 1 | 13 | $767,169 | $35,150 | $2,704iApproximate average salary by contribution assumption: employee only about $67,596 at 4% or $45,064 at 6%; with 50% employer match about $45,064 at 4% or $30,043 at 6%; with 100% employer match about $33,798 at 4% or $22,532 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 13 | $767,169 | $35,150 | $2,704iApproximate average salary by contribution assumption: employee only about $67,596 at 4% or $45,064 at 6%; with 50% employer match about $45,064 at 4% or $30,043 at 6%; with 100% employer match about $33,798 at 4% or $22,532 at 6%. |
| 2016 | 1 | 13 | $663,884 | $42,913 | $3,301iApproximate average salary by contribution assumption: employee only about $82,525 at 4% or $55,017 at 6%; with 50% employer match about $55,017 at 4% or $36,678 at 6%; with 100% employer match about $41,263 at 4% or $27,508 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 13 | $663,884 | $42,913 | $3,301iApproximate average salary by contribution assumption: employee only about $82,525 at 4% or $55,017 at 6%; with 50% employer match about $55,017 at 4% or $36,678 at 6%; with 100% employer match about $41,263 at 4% or $27,508 at 6%. |
| 2015 | 1 | 15 | $613,113 | $30,450 | $2,030iApproximate average salary by contribution assumption: employee only about $50,750 at 4% or $33,833 at 6%; with 50% employer match about $33,833 at 4% or $22,556 at 6%; with 100% employer match about $25,375 at 4% or $16,917 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 15 | $613,113 | $30,450 | $2,030iApproximate average salary by contribution assumption: employee only about $50,750 at 4% or $33,833 at 6%; with 50% employer match about $33,833 at 4% or $22,556 at 6%; with 100% employer match about $25,375 at 4% or $16,917 at 6%. |
| 2014 | 1 | 12 | $597,469 | $36,840 | $3,070iApproximate average salary by contribution assumption: employee only about $76,750 at 4% or $51,167 at 6%; with 50% employer match about $51,167 at 4% or $34,111 at 6%; with 100% employer match about $38,375 at 4% or $25,583 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 12 | $597,469 | $36,840 | $3,070iApproximate average salary by contribution assumption: employee only about $76,750 at 4% or $51,167 at 6%; with 50% employer match about $51,167 at 4% or $34,111 at 6%; with 100% employer match about $38,375 at 4% or $25,583 at 6%. |
| 2013 | 1 | 10 | $553,583 | $31,870 | $3,187iApproximate average salary by contribution assumption: employee only about $79,675 at 4% or $53,117 at 6%; with 50% employer match about $53,117 at 4% or $35,411 at 6%; with 100% employer match about $39,838 at 4% or $26,558 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 10 | $553,583 | $31,870 | $3,187iApproximate average salary by contribution assumption: employee only about $79,675 at 4% or $53,117 at 6%; with 50% employer match about $53,117 at 4% or $35,411 at 6%; with 100% employer match about $39,838 at 4% or $26,558 at 6%. |
| 2012 | 1 | 15 | $518,374 | $29,526 | $1,968iApproximate average salary by contribution assumption: employee only about $49,210 at 4% or $32,807 at 6%; with 50% employer match about $32,807 at 4% or $21,871 at 6%; with 100% employer match about $24,605 at 4% or $16,403 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 15 | $518,374 | $29,526 | $1,968iApproximate average salary by contribution assumption: employee only about $49,210 at 4% or $32,807 at 6%; with 50% employer match about $32,807 at 4% or $21,871 at 6%; with 100% employer match about $24,605 at 4% or $16,403 at 6%. |
| 2011 | 1 | 17 | $878,991 | $45,275 | $2,663iApproximate average salary by contribution assumption: employee only about $66,581 at 4% or $44,387 at 6%; with 50% employer match about $44,387 at 4% or $29,592 at 6%; with 100% employer match about $33,290 at 4% or $22,194 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 17 | $878,991 | $45,275 | $2,663iApproximate average salary by contribution assumption: employee only about $66,581 at 4% or $44,387 at 6%; with 50% employer match about $44,387 at 4% or $29,592 at 6%; with 100% employer match about $33,290 at 4% or $22,194 at 6%. |
| 2010 | 1 | 16 | $857,118 | $40,210 | $2,513iApproximate average salary by contribution assumption: employee only about $62,828 at 4% or $41,885 at 6%; with 50% employer match about $41,885 at 4% or $27,924 at 6%; with 100% employer match about $31,414 at 4% or $20,943 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 16 | $857,118 | $40,210 | $2,513iApproximate average salary by contribution assumption: employee only about $62,828 at 4% or $41,885 at 6%; with 50% employer match about $41,885 at 4% or $27,924 at 6%; with 100% employer match about $31,414 at 4% or $20,943 at 6%. |
| 2009 | 1 | 14 | $750,045 | $72,816 | $5,201iApproximate average salary by contribution assumption: employee only about $130,029 at 4% or $86,686 at 6%; with 50% employer match about $86,686 at 4% or $57,790 at 6%; with 100% employer match about $65,014 at 4% or $43,343 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 14 | $750,045 | $72,816 | $5,201iApproximate average salary by contribution assumption: employee only about $130,029 at 4% or $86,686 at 6%; with 50% employer match about $86,686 at 4% or $57,790 at 6%; with 100% employer match about $65,014 at 4% or $43,343 at 6%. |
| 2008 | 1 | 11 | $565,378 | $37,168 | $3,379iApproximate average salary by contribution assumption: employee only about $84,473 at 4% or $56,315 at 6%; with 50% employer match about $56,315 at 4% or $37,543 at 6%; with 100% employer match about $42,236 at 4% or $28,158 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 11 | $565,378 | $37,168 | $3,379iApproximate average salary by contribution assumption: employee only about $84,473 at 4% or $56,315 at 6%; with 50% employer match about $56,315 at 4% or $37,543 at 6%; with 100% employer match about $42,236 at 4% or $28,158 at 6%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| Steele Insurance Associates Inc. 401K Plan | - | 8 | - | - | - |
| 2006 | 1 | 9 | $144,652 | $18,321 | $2,036iApproximate average salary by contribution assumption: employee only about $50,892 at 4% or $33,928 at 6%; with 50% employer match about $33,928 at 4% or $22,619 at 6%; with 100% employer match about $25,446 at 4% or $16,964 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 9 | $144,652 | $18,321 | $2,036iApproximate average salary by contribution assumption: employee only about $50,892 at 4% or $33,928 at 6%; with 50% employer match about $33,928 at 4% or $22,619 at 6%; with 100% employer match about $25,446 at 4% or $16,964 at 6%. |
| 2005 | 1 | 9 | $116,548 | $17,383 | $1,931iApproximate average salary by contribution assumption: employee only about $48,286 at 4% or $32,191 at 6%; with 50% employer match about $32,191 at 4% or $21,460 at 6%; with 100% employer match about $24,143 at 4% or $16,095 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 9 | $116,548 | $17,383 | $1,931iApproximate average salary by contribution assumption: employee only about $48,286 at 4% or $32,191 at 6%; with 50% employer match about $32,191 at 4% or $21,460 at 6%; with 100% employer match about $24,143 at 4% or $16,095 at 6%. |
| 2004 | 1 | 7 | $89,078 | $12,935 | $1,848iApproximate average salary by contribution assumption: employee only about $46,196 at 4% or $30,798 at 6%; with 50% employer match about $30,798 at 4% or $20,532 at 6%; with 100% employer match about $23,098 at 4% or $15,399 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 7 | $89,078 | $12,935 | $1,848iApproximate average salary by contribution assumption: employee only about $46,196 at 4% or $30,798 at 6%; with 50% employer match about $30,798 at 4% or $20,532 at 6%; with 100% employer match about $23,098 at 4% or $15,399 at 6%. |
| 2003 | 1 | 7 | $67,183 | $14,465 | $2,066iApproximate average salary by contribution assumption: employee only about $51,661 at 4% or $34,440 at 6%; with 50% employer match about $34,440 at 4% or $22,960 at 6%; with 100% employer match about $25,830 at 4% or $17,220 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 7 | $67,183 | $14,465 | $2,066iApproximate average salary by contribution assumption: employee only about $51,661 at 4% or $34,440 at 6%; with 50% employer match about $34,440 at 4% or $22,960 at 6%; with 100% employer match about $25,830 at 4% or $17,220 at 6%. |
| 2002 | 1 | 11 | $54,318 | $15,340 | $1,395iApproximate average salary by contribution assumption: employee only about $34,864 at 4% or $23,242 at 6%; with 50% employer match about $23,242 at 4% or $15,495 at 6%; with 100% employer match about $17,432 at 4% or $11,621 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 11 | $54,318 | $15,340 | $1,395iApproximate average salary by contribution assumption: employee only about $34,864 at 4% or $23,242 at 6%; with 50% employer match about $23,242 at 4% or $15,495 at 6%; with 100% employer match about $17,432 at 4% or $11,621 at 6%. |
| 2001 | 1 | 10 | $0 | $0 | - |
| Steele Insurance Associates Inc. 401K Plan | - | 10 | - | - | - |
| 2000 | 1 | 9 | $46,522 | $14,375 | $1,597iApproximate average salary by contribution assumption: employee only about $39,931 at 4% or $26,620 at 6%; with 50% employer match about $26,620 at 4% or $17,747 at 6%; with 100% employer match about $19,965 at 4% or $13,310 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 9 | $46,522 | $14,375 | $1,597iApproximate average salary by contribution assumption: employee only about $39,931 at 4% or $26,620 at 6%; with 50% employer match about $26,620 at 4% or $17,747 at 6%; with 100% employer match about $19,965 at 4% or $13,310 at 6%. |
| 1999 | 1 | 10 | $41,035 | $15,275 | $1,528iApproximate average salary by contribution assumption: employee only about $38,188 at 4% or $25,458 at 6%; with 50% employer match about $25,458 at 4% or $16,972 at 6%; with 100% employer match about $19,094 at 4% or $12,729 at 6%. |
| Steele Insurance Associates Inc. 401K Plan | - | 10 | $41,035 | $15,275 | $1,528iApproximate average salary by contribution assumption: employee only about $38,188 at 4% or $25,458 at 6%; with 50% employer match about $25,458 at 4% or $16,972 at 6%; with 100% employer match about $19,094 at 4% or $12,729 at 6%. |