Civic Intelligence

Steele Financial Inc.

Plan context: Steele Financial Inc. 401(K) Retirement Plan

EIN 35-2125468 • Pendleton, IN • 17 filings • 6 plans

131 N Pendleton AvePendleton, IN 46064-1076
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$1,339,407

2019 Contributions

$10,716

Historical Graphs

Total Assets Over Time

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

$1,339,407$669,704$0200620132019YearValue
$1,339,407Latest year 2019

Participants Over Time

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

210200520132019YearValue
2Latest year 2019

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
201912$1,339,407$10,716$5,358iApproximate average salary by contribution assumption: employee only about $133,950 at 4% or $89,300 at 6%; with 50% employer match about $89,300 at 4% or $59,533 at 6%; with 100% employer match about $66,975 at 4% or $44,650 at 6%.
Steele Financial Inc. 401(K) Retirement Plan-2$1,339,407$10,716$5,358iApproximate average salary by contribution assumption: employee only about $133,950 at 4% or $89,300 at 6%; with 50% employer match about $89,300 at 4% or $59,533 at 6%; with 100% employer match about $66,975 at 4% or $44,650 at 6%.
201812$1,037,684$62,716$31,358iApproximate average salary by contribution assumption: employee only about $783,950 at 4% or $522,633 at 6%; with 50% employer match about $522,633 at 4% or $348,422 at 6%; with 100% employer match about $391,975 at 4% or $261,317 at 6%.
Steele Financial Inc. 401(K) Retirement Plan-2$1,037,684$62,716$31,358iApproximate average salary by contribution assumption: employee only about $783,950 at 4% or $522,633 at 6%; with 50% employer match about $522,633 at 4% or $348,422 at 6%; with 100% employer match about $391,975 at 4% or $261,317 at 6%.
201712$1,150,906$24,616$12,308iApproximate average salary by contribution assumption: employee only about $307,700 at 4% or $205,133 at 6%; with 50% employer match about $205,133 at 4% or $136,756 at 6%; with 100% employer match about $153,850 at 4% or $102,567 at 6%.
Steele Financial Inc. 401(K) Retirement Plan-2$1,150,906$24,616$12,308iApproximate average salary by contribution assumption: employee only about $307,700 at 4% or $205,133 at 6%; with 50% employer match about $205,133 at 4% or $136,756 at 6%; with 100% employer match about $153,850 at 4% or $102,567 at 6%.
201612$854,903$124,933$62,467iApproximate average salary by contribution assumption: employee only about $1,561,663 at 4% or $1,041,108 at 6%; with 50% employer match about $1,041,108 at 4% or $694,072 at 6%; with 100% employer match about $780,831 at 4% or $520,554 at 6%.
Steele Financial Inc. 401(K) Retirement Plan-2$854,903$124,933$62,467iApproximate average salary by contribution assumption: employee only about $1,561,663 at 4% or $1,041,108 at 6%; with 50% employer match about $1,041,108 at 4% or $694,072 at 6%; with 100% employer match about $780,831 at 4% or $520,554 at 6%.
201512$729,970$61,765$30,883iApproximate average salary by contribution assumption: employee only about $772,063 at 4% or $514,708 at 6%; with 50% employer match about $514,708 at 4% or $343,139 at 6%; with 100% employer match about $386,031 at 4% or $257,354 at 6%.
Steele Financial Inc. 401(K) Retirement Plan-2$729,970$61,765$30,883iApproximate average salary by contribution assumption: employee only about $772,063 at 4% or $514,708 at 6%; with 50% employer match about $514,708 at 4% or $343,139 at 6%; with 100% employer match about $386,031 at 4% or $257,354 at 6%.
201412$878,246$60,920$30,460iApproximate average salary by contribution assumption: employee only about $761,500 at 4% or $507,667 at 6%; with 50% employer match about $507,667 at 4% or $338,444 at 6%; with 100% employer match about $380,750 at 4% or $253,833 at 6%.
Steele Financial Inc. 401(K) Retirement Plan-2$878,246$60,920$30,460iApproximate average salary by contribution assumption: employee only about $761,500 at 4% or $507,667 at 6%; with 50% employer match about $507,667 at 4% or $338,444 at 6%; with 100% employer match about $380,750 at 4% or $253,833 at 6%.
201312$744,126$59,421$29,711iApproximate average salary by contribution assumption: employee only about $742,763 at 4% or $495,175 at 6%; with 50% employer match about $495,175 at 4% or $330,117 at 6%; with 100% employer match about $371,381 at 4% or $247,588 at 6%.
Steele Financial Inc. 401(K) Retirement Plan-2$744,126$59,421$29,711iApproximate average salary by contribution assumption: employee only about $742,763 at 4% or $495,175 at 6%; with 50% employer match about $495,175 at 4% or $330,117 at 6%; with 100% employer match about $371,381 at 4% or $247,588 at 6%.
201212$525,513$66,920$33,460iApproximate average salary by contribution assumption: employee only about $836,500 at 4% or $557,667 at 6%; with 50% employer match about $557,667 at 4% or $371,778 at 6%; with 100% employer match about $418,250 at 4% or $278,833 at 6%.
Steele Financial Inc. 401(K) Retirement Plan-2$525,513$66,920$33,460iApproximate average salary by contribution assumption: employee only about $836,500 at 4% or $557,667 at 6%; with 50% employer match about $557,667 at 4% or $371,778 at 6%; with 100% employer match about $418,250 at 4% or $278,833 at 6%.
201112$389,364$72,866$36,433iApproximate average salary by contribution assumption: employee only about $910,825 at 4% or $607,217 at 6%; with 50% employer match about $607,217 at 4% or $404,811 at 6%; with 100% employer match about $455,413 at 4% or $303,608 at 6%.
Steele Financial Inc. 401(K) Retirement Plan-2$389,364$72,866$36,433iApproximate average salary by contribution assumption: employee only about $910,825 at 4% or $607,217 at 6%; with 50% employer match about $607,217 at 4% or $404,811 at 6%; with 100% employer match about $455,413 at 4% or $303,608 at 6%.
201012$410,188$63,827$31,914iApproximate average salary by contribution assumption: employee only about $797,838 at 4% or $531,892 at 6%; with 50% employer match about $531,892 at 4% or $354,594 at 6%; with 100% employer match about $398,919 at 4% or $265,946 at 6%.
Steele Financial Inc. 401(K) Retirement Plan-2$410,188$63,827$31,914iApproximate average salary by contribution assumption: employee only about $797,838 at 4% or $531,892 at 6%; with 50% employer match about $531,892 at 4% or $354,594 at 6%; with 100% employer match about $398,919 at 4% or $265,946 at 6%.
200912$285,179$50,618$25,309iApproximate average salary by contribution assumption: employee only about $632,725 at 4% or $421,817 at 6%; with 50% employer match about $421,817 at 4% or $281,211 at 6%; with 100% employer match about $316,363 at 4% or $210,908 at 6%.
Steele Financial Inc. 401(K) Retirement Plan-2$285,179$50,618$25,309iApproximate average salary by contribution assumption: employee only about $632,725 at 4% or $421,817 at 6%; with 50% employer match about $421,817 at 4% or $281,211 at 6%; with 100% employer match about $316,363 at 4% or $210,908 at 6%.
200812$183,698$22,817$11,409iApproximate average salary by contribution assumption: employee only about $285,213 at 4% or $190,142 at 6%; with 50% employer match about $190,142 at 4% or $126,761 at 6%; with 100% employer match about $142,606 at 4% or $95,071 at 6%.
Steele Financial Inc. 401(K) Retirement Plan-2$183,698$22,817$11,409iApproximate average salary by contribution assumption: employee only about $285,213 at 4% or $190,142 at 6%; with 50% employer match about $190,142 at 4% or $126,761 at 6%; with 100% employer match about $142,606 at 4% or $95,071 at 6%.
200712$0$0-
Steele Financial Inc. 401(K) Retirement Plan-2---
200620$402,750$58,000-
TAMARA RAE STEELE RETIREMENT PLAN-0$201,375$29,000-
Steele Financial Inc. 401(K) Retirement Plan-0$201,375$29,000-
200521$0$0-
TAMARA RAE STEELE RETIREMENT PLAN-1---
Steele Financial Inc. 401(K) Retirement Plan-1---