Russo and Steele LLC
Plan context: Russo and Steele 401(K) Profit Sharing Plan
EIN 86-0999616 • Scottsdale, AZ • 13 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
2
2020 Assets
$571,423
2020 Contributions
$36,000
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 2 | $571,423 | $0 | - |
| Russo and Steele 401(K) Profit Sharing Plan | - | 2 | $571,423 | - | - |
| 2019 | 1 | 3 | $911,963 | $36,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| Russo and Steele 401(K) Profit Sharing Plan | - | 3 | $911,963 | $36,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2018 | 1 | 4 | $771,336 | $12,355 | $3,089iApproximate average salary by contribution assumption: employee only about $77,219 at 4% or $51,479 at 6%; with 50% employer match about $51,479 at 4% or $34,319 at 6%; with 100% employer match about $38,609 at 4% or $25,740 at 6%. |
| Russo and Steele 401(K) Profit Sharing Plan | - | 4 | $771,336 | $12,355 | $3,089iApproximate average salary by contribution assumption: employee only about $77,219 at 4% or $51,479 at 6%; with 50% employer match about $51,479 at 4% or $34,319 at 6%; with 100% employer match about $38,609 at 4% or $25,740 at 6%. |
| 2017 | 1 | 9 | $872,874 | $62,447 | $6,939iApproximate average salary by contribution assumption: employee only about $173,464 at 4% or $115,643 at 6%; with 50% employer match about $115,643 at 4% or $77,095 at 6%; with 100% employer match about $86,732 at 4% or $57,821 at 6%. |
| Russo and Steele 401(K) Profit Sharing Plan | - | 9 | $872,874 | $62,447 | $6,939iApproximate average salary by contribution assumption: employee only about $173,464 at 4% or $115,643 at 6%; with 50% employer match about $115,643 at 4% or $77,095 at 6%; with 100% employer match about $86,732 at 4% or $57,821 at 6%. |
| 2016 | 1 | 8 | $692,912 | $51,397 | $6,425iApproximate average salary by contribution assumption: employee only about $160,616 at 4% or $107,077 at 6%; with 50% employer match about $107,077 at 4% or $71,385 at 6%; with 100% employer match about $80,308 at 4% or $53,539 at 6%. |
| Russo and Steele 401(K) Profit Sharing Plan | - | 8 | $692,912 | $51,397 | $6,425iApproximate average salary by contribution assumption: employee only about $160,616 at 4% or $107,077 at 6%; with 50% employer match about $107,077 at 4% or $71,385 at 6%; with 100% employer match about $80,308 at 4% or $53,539 at 6%. |
| 2015 | 1 | 8 | $597,897 | $59,208 | $7,401iApproximate average salary by contribution assumption: employee only about $185,025 at 4% or $123,350 at 6%; with 50% employer match about $123,350 at 4% or $82,233 at 6%; with 100% employer match about $92,513 at 4% or $61,675 at 6%. |
| Russo and Steele 401(K) Profit Sharing Plan | - | 8 | $597,897 | $59,208 | $7,401iApproximate average salary by contribution assumption: employee only about $185,025 at 4% or $123,350 at 6%; with 50% employer match about $123,350 at 4% or $82,233 at 6%; with 100% employer match about $92,513 at 4% or $61,675 at 6%. |
| 2014 | 1 | 6 | $528,939 | $55,046 | $9,174iApproximate average salary by contribution assumption: employee only about $229,358 at 4% or $152,906 at 6%; with 50% employer match about $152,906 at 4% or $101,937 at 6%; with 100% employer match about $114,679 at 4% or $76,453 at 6%. |
| Russo and Steele 401(K) Profit Sharing Plan | - | 6 | $528,939 | $55,046 | $9,174iApproximate average salary by contribution assumption: employee only about $229,358 at 4% or $152,906 at 6%; with 50% employer match about $152,906 at 4% or $101,937 at 6%; with 100% employer match about $114,679 at 4% or $76,453 at 6%. |
| 2013 | 1 | 6 | $437,402 | $86,716 | $14,453iApproximate average salary by contribution assumption: employee only about $361,317 at 4% or $240,878 at 6%; with 50% employer match about $240,878 at 4% or $160,585 at 6%; with 100% employer match about $180,658 at 4% or $120,439 at 6%. |
| Russo and Steele 401(K) Profit Sharing Plan | - | 6 | $437,402 | $86,716 | $14,453iApproximate average salary by contribution assumption: employee only about $361,317 at 4% or $240,878 at 6%; with 50% employer match about $240,878 at 4% or $160,585 at 6%; with 100% employer match about $180,658 at 4% or $120,439 at 6%. |
| 2012 | 1 | 5 | $303,201 | $83,226 | $16,645iApproximate average salary by contribution assumption: employee only about $416,130 at 4% or $277,420 at 6%; with 50% employer match about $277,420 at 4% or $184,947 at 6%; with 100% employer match about $208,065 at 4% or $138,710 at 6%. |
| Russo and Steele 401(K) Profit Sharing Plan | - | 5 | $303,201 | $83,226 | $16,645iApproximate average salary by contribution assumption: employee only about $416,130 at 4% or $277,420 at 6%; with 50% employer match about $277,420 at 4% or $184,947 at 6%; with 100% employer match about $208,065 at 4% or $138,710 at 6%. |
| 2011 | 1 | 5 | $195,283 | $5,787 | $1,157iApproximate average salary by contribution assumption: employee only about $28,935 at 4% or $19,290 at 6%; with 50% employer match about $19,290 at 4% or $12,860 at 6%; with 100% employer match about $14,468 at 4% or $9,645 at 6%. |
| Russo and Steele 401(K) Profit Sharing Plan | - | 5 | $195,283 | $5,787 | $1,157iApproximate average salary by contribution assumption: employee only about $28,935 at 4% or $19,290 at 6%; with 50% employer match about $19,290 at 4% or $12,860 at 6%; with 100% employer match about $14,468 at 4% or $9,645 at 6%. |
| 2010 | 1 | 5 | $191,918 | $18,740 | $3,748iApproximate average salary by contribution assumption: employee only about $93,700 at 4% or $62,467 at 6%; with 50% employer match about $62,467 at 4% or $41,644 at 6%; with 100% employer match about $46,850 at 4% or $31,233 at 6%. |
| Russo and Steele 401(K) Profit Sharing Plan | - | 5 | $191,918 | $18,740 | $3,748iApproximate average salary by contribution assumption: employee only about $93,700 at 4% or $62,467 at 6%; with 50% employer match about $62,467 at 4% or $41,644 at 6%; with 100% employer match about $46,850 at 4% or $31,233 at 6%. |
| 2009 | 1 | 5 | $155,775 | $80,005 | $16,001iApproximate average salary by contribution assumption: employee only about $400,025 at 4% or $266,683 at 6%; with 50% employer match about $266,683 at 4% or $177,789 at 6%; with 100% employer match about $200,013 at 4% or $133,342 at 6%. |
| Russo and Steele 401(K) Profit Sharing Plan | - | 5 | $155,775 | $80,005 | $16,001iApproximate average salary by contribution assumption: employee only about $400,025 at 4% or $266,683 at 6%; with 50% employer match about $266,683 at 4% or $177,789 at 6%; with 100% employer match about $200,013 at 4% or $133,342 at 6%. |
| 2008 | 1 | 5 | $75,000 | $75,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Russo and Steele 401(K) Profit Sharing Plan | - | 5 | $75,000 | $75,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |