The Steele Foundation
Plan context: The Steele Foundation Retirement Trust
EIN 95-3466880 • Phoenix, AZ • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$396,429
2024 Contributions
$97,404
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 | 1 | 4 | $396,429 | $97,404 | $24,351iApproximate average salary by contribution assumption: employee only about $608,775 at 4% or $405,850 at 6%; with 50% employer match about $405,850 at 4% or $270,567 at 6%; with 100% employer match about $304,388 at 4% or $202,925 at 6%. |
| The Steele Foundation Retirement Trust | - | 4 | $396,429 | $97,404 | $24,351iApproximate average salary by contribution assumption: employee only about $608,775 at 4% or $405,850 at 6%; with 50% employer match about $405,850 at 4% or $270,567 at 6%; with 100% employer match about $304,388 at 4% or $202,925 at 6%. |
| 2023 | 1 | 4 | $263,328 | $84,584 | $21,146iApproximate average salary by contribution assumption: employee only about $528,650 at 4% or $352,433 at 6%; with 50% employer match about $352,433 at 4% or $234,956 at 6%; with 100% employer match about $264,325 at 4% or $176,217 at 6%. |
| The Steele Foundation Retirement Trust | - | 4 | $263,328 | $84,584 | $21,146iApproximate average salary by contribution assumption: employee only about $528,650 at 4% or $352,433 at 6%; with 50% employer match about $352,433 at 4% or $234,956 at 6%; with 100% employer match about $264,325 at 4% or $176,217 at 6%. |
| 2022 | 1 | 3 | $147,144 | $157,832 | $52,611iApproximate average salary by contribution assumption: employee only about $1,315,267 at 4% or $876,844 at 6%; with 50% employer match about $876,844 at 4% or $584,563 at 6%; with 100% employer match about $657,633 at 4% or $438,422 at 6%. |
| The Steele Foundation Retirement Trust | - | 3 | $147,144 | $157,832 | $52,611iApproximate average salary by contribution assumption: employee only about $1,315,267 at 4% or $876,844 at 6%; with 50% employer match about $876,844 at 4% or $584,563 at 6%; with 100% employer match about $657,633 at 4% or $438,422 at 6%. |