Civic Intelligence

Steele Capital Management Inc

Plan context: Steele Capital Management Inc 401K Plan

EIN 42-1460565 • Dubuque, IA • 38 filings • 6 plans

1000 Jackson Street, Ste 201Dubuque, IA 52001
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$13,663,730

2024 Contributions

$820,565

Historical Graphs

Total Assets Over Time

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

$13,663,730$6,831,865$0200120132024YearValue
$13,663,730Latest year 2024

Participants Over Time

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

20100200120132024YearValue
17Latest year 2024

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
2024217$13,663,730$820,565$48,269iApproximate average salary by contribution assumption: employee only about $1,206,713 at 4% or $804,475 at 6%; with 50% employer match about $804,475 at 4% or $536,317 at 6%; with 100% employer match about $603,357 at 4% or $402,238 at 6%.
Steele Capital Management Inc 401K Plan-17$9,700,809$445,661$26,215iApproximate average salary by contribution assumption: employee only about $655,384 at 4% or $436,923 at 6%; with 50% employer match about $436,923 at 4% or $291,282 at 6%; with 100% employer match about $327,692 at 4% or $218,461 at 6%.
STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN-15$3,962,921$374,904$24,994iApproximate average salary by contribution assumption: employee only about $624,840 at 4% or $416,560 at 6%; with 50% employer match about $416,560 at 4% or $277,707 at 6%; with 100% employer match about $312,420 at 4% or $208,280 at 6%.
2023216$11,184,987$793,856$49,616iApproximate average salary by contribution assumption: employee only about $1,240,400 at 4% or $826,933 at 6%; with 50% employer match about $826,933 at 4% or $551,289 at 6%; with 100% employer match about $620,200 at 4% or $413,467 at 6%.
Steele Capital Management Inc 401K Plan-16$7,818,410$406,372$25,398iApproximate average salary by contribution assumption: employee only about $634,956 at 4% or $423,304 at 6%; with 50% employer match about $423,304 at 4% or $282,203 at 6%; with 100% employer match about $317,478 at 4% or $211,652 at 6%.
STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN-13$3,366,577$387,484$29,806iApproximate average salary by contribution assumption: employee only about $745,162 at 4% or $496,774 at 6%; with 50% employer match about $496,774 at 4% or $331,183 at 6%; with 100% employer match about $372,581 at 4% or $248,387 at 6%.
2022216$8,664,813$737,446$46,090iApproximate average salary by contribution assumption: employee only about $1,152,259 at 4% or $768,173 at 6%; with 50% employer match about $768,173 at 4% or $512,115 at 6%; with 100% employer match about $576,130 at 4% or $384,086 at 6%.
Steele Capital Management Inc 401K Plan-16$6,037,564$366,587$22,912iApproximate average salary by contribution assumption: employee only about $572,792 at 4% or $381,861 at 6%; with 50% employer match about $381,861 at 4% or $254,574 at 6%; with 100% employer match about $286,396 at 4% or $190,931 at 6%.
STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN-13$2,627,249$370,859$28,528iApproximate average salary by contribution assumption: employee only about $713,190 at 4% or $475,460 at 6%; with 50% employer match about $475,460 at 4% or $316,974 at 6%; with 100% employer match about $356,595 at 4% or $237,730 at 6%.
2021214$9,660,877$669,556$47,825iApproximate average salary by contribution assumption: employee only about $1,195,636 at 4% or $797,090 at 6%; with 50% employer match about $797,090 at 4% or $531,394 at 6%; with 100% employer match about $597,818 at 4% or $398,545 at 6%.
Steele Capital Management Inc 401K Plan-14$7,016,088$369,556$26,397iApproximate average salary by contribution assumption: employee only about $659,921 at 4% or $439,948 at 6%; with 50% employer match about $439,948 at 4% or $293,298 at 6%; with 100% employer match about $329,961 at 4% or $219,974 at 6%.
STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN-11$2,644,789$300,000$27,273iApproximate average salary by contribution assumption: employee only about $681,818 at 4% or $454,545 at 6%; with 50% employer match about $454,545 at 4% or $303,030 at 6%; with 100% employer match about $340,909 at 4% or $227,273 at 6%.
2020214$8,148,214$447,927$31,995iApproximate average salary by contribution assumption: employee only about $799,870 at 4% or $533,246 at 6%; with 50% employer match about $533,246 at 4% or $355,498 at 6%; with 100% employer match about $399,935 at 4% or $266,623 at 6%.
Steele Capital Management Inc 401K Plan-14$6,080,852$306,408$21,886iApproximate average salary by contribution assumption: employee only about $547,157 at 4% or $364,771 at 6%; with 50% employer match about $364,771 at 4% or $243,181 at 6%; with 100% employer match about $273,579 at 4% or $182,386 at 6%.
STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN-11$2,067,362$141,519$12,865iApproximate average salary by contribution assumption: employee only about $321,634 at 4% or $214,423 at 6%; with 50% employer match about $214,423 at 4% or $142,948 at 6%; with 100% employer match about $160,817 at 4% or $107,211 at 6%.
2019215$7,847,985$666,155$44,410iApproximate average salary by contribution assumption: employee only about $1,110,258 at 4% or $740,172 at 6%; with 50% employer match about $740,172 at 4% or $493,448 at 6%; with 100% employer match about $555,129 at 4% or $370,086 at 6%.
Steele Capital Management Inc 401K Plan-15$6,112,286$416,155$27,744iApproximate average salary by contribution assumption: employee only about $693,592 at 4% or $462,394 at 6%; with 50% employer match about $462,394 at 4% or $308,263 at 6%; with 100% employer match about $346,796 at 4% or $231,197 at 6%.
STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN-12$1,735,699$250,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
2018215$5,653,012$481,867$32,124iApproximate average salary by contribution assumption: employee only about $803,112 at 4% or $535,408 at 6%; with 50% employer match about $535,408 at 4% or $356,939 at 6%; with 100% employer match about $401,556 at 4% or $267,704 at 6%.
Steele Capital Management Inc 401K Plan-15$4,401,525$156,867$10,458iApproximate average salary by contribution assumption: employee only about $261,445 at 4% or $174,297 at 6%; with 50% employer match about $174,297 at 4% or $116,198 at 6%; with 100% employer match about $130,722 at 4% or $87,148 at 6%.
STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN-12$1,251,487$325,000$27,083iApproximate average salary by contribution assumption: employee only about $677,083 at 4% or $451,389 at 6%; with 50% employer match about $451,389 at 4% or $300,926 at 6%; with 100% employer match about $338,542 at 4% or $225,694 at 6%.
2017215$5,878,733$453,761$30,251iApproximate average salary by contribution assumption: employee only about $756,268 at 4% or $504,179 at 6%; with 50% employer match about $504,179 at 4% or $336,119 at 6%; with 100% employer match about $378,134 at 4% or $252,089 at 6%.
Steele Capital Management Inc 401K Plan-15$4,889,818$296,325$19,755iApproximate average salary by contribution assumption: employee only about $493,875 at 4% or $329,250 at 6%; with 50% employer match about $329,250 at 4% or $219,500 at 6%; with 100% employer match about $246,938 at 4% or $164,625 at 6%.
STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN-12$988,915$157,436$13,120iApproximate average salary by contribution assumption: employee only about $327,992 at 4% or $218,661 at 6%; with 50% employer match about $218,661 at 4% or $145,774 at 6%; with 100% employer match about $163,996 at 4% or $109,331 at 6%.
2016215$6,629,338$419,280$27,952iApproximate average salary by contribution assumption: employee only about $698,800 at 4% or $465,867 at 6%; with 50% employer match about $465,867 at 4% or $310,578 at 6%; with 100% employer match about $349,400 at 4% or $232,933 at 6%.
Steele Capital Management Inc 401K Plan-15$5,166,349$268,061$17,871iApproximate average salary by contribution assumption: employee only about $446,768 at 4% or $297,846 at 6%; with 50% employer match about $297,846 at 4% or $198,564 at 6%; with 100% employer match about $223,384 at 4% or $148,923 at 6%.
STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN-12$1,462,989$151,219$12,602iApproximate average salary by contribution assumption: employee only about $315,040 at 4% or $210,026 at 6%; with 50% employer match about $210,026 at 4% or $140,018 at 6%; with 100% employer match about $157,520 at 4% or $105,013 at 6%.
2015215$5,329,589$512,163$34,144iApproximate average salary by contribution assumption: employee only about $853,605 at 4% or $569,070 at 6%; with 50% employer match about $569,070 at 4% or $379,380 at 6%; with 100% employer match about $426,802 at 4% or $284,535 at 6%.
Steele Capital Management Inc 401K Plan-15$4,183,123$281,804$18,787iApproximate average salary by contribution assumption: employee only about $469,673 at 4% or $313,116 at 6%; with 50% employer match about $313,116 at 4% or $208,744 at 6%; with 100% employer match about $234,837 at 4% or $156,558 at 6%.
STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN-12$1,146,466$230,359$19,197iApproximate average salary by contribution assumption: employee only about $479,915 at 4% or $319,943 at 6%; with 50% employer match about $319,943 at 4% or $213,295 at 6%; with 100% employer match about $239,957 at 4% or $159,972 at 6%.
2014216$4,917,627$1,344,416$84,026iApproximate average salary by contribution assumption: employee only about $2,100,650 at 4% or $1,400,433 at 6%; with 50% employer match about $1,400,433 at 4% or $933,622 at 6%; with 100% employer match about $1,050,325 at 4% or $700,217 at 6%.
Steele Capital Management Inc 401K Plan-16$4,003,273$1,104,382$69,024iApproximate average salary by contribution assumption: employee only about $1,725,597 at 4% or $1,150,398 at 6%; with 50% employer match about $1,150,398 at 4% or $766,932 at 6%; with 100% employer match about $862,798 at 4% or $575,199 at 6%.
STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN-13$914,354$240,034$18,464iApproximate average salary by contribution assumption: employee only about $461,604 at 4% or $307,736 at 6%; with 50% employer match about $307,736 at 4% or $205,157 at 6%; with 100% employer match about $230,802 at 4% or $153,868 at 6%.
2013216$3,389,109$473,634$29,602iApproximate average salary by contribution assumption: employee only about $740,053 at 4% or $493,369 at 6%; with 50% employer match about $493,369 at 4% or $328,913 at 6%; with 100% employer match about $370,027 at 4% or $246,684 at 6%.
Steele Capital Management Inc 401K Plan-16$2,734,321$247,874$15,492iApproximate average salary by contribution assumption: employee only about $387,303 at 4% or $258,202 at 6%; with 50% employer match about $258,202 at 4% or $172,135 at 6%; with 100% employer match about $193,652 at 4% or $129,101 at 6%.
STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN-13$654,788$225,760$17,366iApproximate average salary by contribution assumption: employee only about $434,154 at 4% or $289,436 at 6%; with 50% employer match about $289,436 at 4% or $192,957 at 6%; with 100% employer match about $217,077 at 4% or $144,718 at 6%.
2012220$2,623,297$531,503$26,575iApproximate average salary by contribution assumption: employee only about $664,379 at 4% or $442,919 at 6%; with 50% employer match about $442,919 at 4% or $295,279 at 6%; with 100% employer match about $332,189 at 4% or $221,460 at 6%.
Steele Capital Management Inc 401K Plan-20$2,189,388$323,809$16,190iApproximate average salary by contribution assumption: employee only about $404,761 at 4% or $269,841 at 6%; with 50% employer match about $269,841 at 4% or $179,894 at 6%; with 100% employer match about $202,381 at 4% or $134,920 at 6%.
STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN-18$433,909$207,694$11,539iApproximate average salary by contribution assumption: employee only about $288,464 at 4% or $192,309 at 6%; with 50% employer match about $192,309 at 4% or $128,206 at 6%; with 100% employer match about $144,232 at 4% or $96,155 at 6%.
2011220$2,219,849$495,347$24,767iApproximate average salary by contribution assumption: employee only about $619,184 at 4% or $412,789 at 6%; with 50% employer match about $412,789 at 4% or $275,193 at 6%; with 100% employer match about $309,592 at 4% or $206,395 at 6%.
Steele Capital Management Inc 401K Plan-20$2,007,175$282,676$14,134iApproximate average salary by contribution assumption: employee only about $353,345 at 4% or $235,563 at 6%; with 50% employer match about $235,563 at 4% or $157,042 at 6%; with 100% employer match about $176,673 at 4% or $117,782 at 6%.
STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN-20$212,674$212,671$10,634iApproximate average salary by contribution assumption: employee only about $265,839 at 4% or $177,226 at 6%; with 50% employer match about $177,226 at 4% or $118,151 at 6%; with 100% employer match about $132,919 at 4% or $88,613 at 6%.
2010118$1,888,951$238,915$13,273iApproximate average salary by contribution assumption: employee only about $331,826 at 4% or $221,218 at 6%; with 50% employer match about $221,218 at 4% or $147,478 at 6%; with 100% employer match about $165,913 at 4% or $110,609 at 6%.
Steele Capital Management Inc 401K Plan-18$1,888,951$238,915$13,273iApproximate average salary by contribution assumption: employee only about $331,826 at 4% or $221,218 at 6%; with 50% employer match about $221,218 at 4% or $147,478 at 6%; with 100% employer match about $165,913 at 4% or $110,609 at 6%.
2009115$1,416,808$179,682$11,979iApproximate average salary by contribution assumption: employee only about $299,470 at 4% or $199,647 at 6%; with 50% employer match about $199,647 at 4% or $133,098 at 6%; with 100% employer match about $149,735 at 4% or $99,823 at 6%.
Steele Capital Management Inc 401K Plan-15$1,416,808$179,682$11,979iApproximate average salary by contribution assumption: employee only about $299,470 at 4% or $199,647 at 6%; with 50% employer match about $199,647 at 4% or $133,098 at 6%; with 100% employer match about $149,735 at 4% or $99,823 at 6%.
2008117$981,241$228,907$13,465iApproximate average salary by contribution assumption: employee only about $336,628 at 4% or $224,419 at 6%; with 50% employer match about $224,419 at 4% or $149,612 at 6%; with 100% employer match about $168,314 at 4% or $112,209 at 6%.
Steele Capital Management Inc 401K Plan-17$981,241$228,907$13,465iApproximate average salary by contribution assumption: employee only about $336,628 at 4% or $224,419 at 6%; with 50% employer match about $224,419 at 4% or $149,612 at 6%; with 100% employer match about $168,314 at 4% or $112,209 at 6%.
2007118$1,362,551$228,729$12,707iApproximate average salary by contribution assumption: employee only about $317,679 at 4% or $211,786 at 6%; with 50% employer match about $211,786 at 4% or $141,191 at 6%; with 100% employer match about $158,840 at 4% or $105,893 at 6%.
Steele Capital Management Inc 401K Plan-18$1,362,551$228,729$12,707iApproximate average salary by contribution assumption: employee only about $317,679 at 4% or $211,786 at 6%; with 50% employer match about $211,786 at 4% or $141,191 at 6%; with 100% employer match about $158,840 at 4% or $105,893 at 6%.
2006112$1,075,758$181,742$15,145iApproximate average salary by contribution assumption: employee only about $378,629 at 4% or $252,419 at 6%; with 50% employer match about $252,419 at 4% or $168,280 at 6%; with 100% employer match about $189,315 at 4% or $126,210 at 6%.
Steele Capital Management Inc 401K Plan-12$1,075,758$181,742$15,145iApproximate average salary by contribution assumption: employee only about $378,629 at 4% or $252,419 at 6%; with 50% employer match about $252,419 at 4% or $168,280 at 6%; with 100% employer match about $189,315 at 4% or $126,210 at 6%.
2005114$798,852$233,829$16,702iApproximate average salary by contribution assumption: employee only about $417,552 at 4% or $278,368 at 6%; with 50% employer match about $278,368 at 4% or $185,579 at 6%; with 100% employer match about $208,776 at 4% or $139,184 at 6%.
Steele Capital Management Inc 401K Plan-14$798,852$233,829$16,702iApproximate average salary by contribution assumption: employee only about $417,552 at 4% or $278,368 at 6%; with 50% employer match about $278,368 at 4% or $185,579 at 6%; with 100% employer match about $208,776 at 4% or $139,184 at 6%.
2004113$516,297$152,550$11,735iApproximate average salary by contribution assumption: employee only about $293,365 at 4% or $195,577 at 6%; with 50% employer match about $195,577 at 4% or $130,385 at 6%; with 100% employer match about $146,683 at 4% or $97,788 at 6%.
Steele Capital Management Inc 401K Plan-13$516,297$152,550$11,735iApproximate average salary by contribution assumption: employee only about $293,365 at 4% or $195,577 at 6%; with 50% employer match about $195,577 at 4% or $130,385 at 6%; with 100% employer match about $146,683 at 4% or $97,788 at 6%.
2003113$347,662$84,348$6,488iApproximate average salary by contribution assumption: employee only about $162,208 at 4% or $108,138 at 6%; with 50% employer match about $108,138 at 4% or $72,092 at 6%; with 100% employer match about $81,104 at 4% or $54,069 at 6%.
Steele Capital Management Inc 401K Plan-13$347,662$84,348$6,488iApproximate average salary by contribution assumption: employee only about $162,208 at 4% or $108,138 at 6%; with 50% employer match about $108,138 at 4% or $72,092 at 6%; with 100% employer match about $81,104 at 4% or $54,069 at 6%.
200218$0$0-
Steele Capital Management Inc 401K Plan-8---
200116$52,053$58,809$9,802iApproximate average salary by contribution assumption: employee only about $245,038 at 4% or $163,358 at 6%; with 50% employer match about $163,358 at 4% or $108,906 at 6%; with 100% employer match about $122,519 at 4% or $81,679 at 6%.
Steele Capital Management Inc 401K Plan-6$52,053$58,809$9,802iApproximate average salary by contribution assumption: employee only about $245,038 at 4% or $163,358 at 6%; with 50% employer match about $163,358 at 4% or $108,906 at 6%; with 100% employer match about $122,519 at 4% or $81,679 at 6%.