John R. Steele & Associates, Inc.

Form 5500

JOHN R. STEELE & ASSOCIATES, INC.

P.O. Box 483, Vernon, Ny 13476 (315) 829-2222 EIN:16-0965653 Plan Admin:Richard Diodati

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameJOHN R. STEELE & ASSOCIATES, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY66 / 51 Assets BOY/EOY$12,003,040 / $13,316,857	2023	JOHN R. STEELE & ASSOCIATES, INC. PROFIT SHARING PLAN - Plan #001	66 / 51	$12,003,040 / $13,316,857
2023	Plan NameJOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN Plan #005 Participants BOY/EOY33 / 34 Assets BOY/EOY$3,656,875 / $4,435,170	2023	JOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN - Plan #005	33 / 34	$3,656,875 / $4,435,170
2022	Plan NameJOHN R. STEELE & ASSOCIATES, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY72 / 67 Assets BOY/EOY$13,845,576 / $12,003,040	2022	JOHN R. STEELE & ASSOCIATES, INC. PROFIT SHARING PLAN - Plan #001	72 / 67	$13,845,576 / $12,003,040
2022	Plan NameJOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN Plan #005 Participants BOY/EOY30 / 33 Assets BOY/EOY$3,361,791 / $3,656,875	2022	JOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN - Plan #005	30 / 33	$3,361,791 / $3,656,875
2021	Plan NameJOHN R. STEELE & ASSOCIATES, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY90 / 71 Assets BOY/EOY$12,367,790 / $13,845,576	2021	JOHN R. STEELE & ASSOCIATES, INC. PROFIT SHARING PLAN - Plan #001	90 / 71	$12,367,790 / $13,845,576
2021	Plan NameJOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN Plan #005 Participants BOY/EOY28 / 30 Assets BOY/EOY$2,550,466 / $3,361,791	2021	JOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN - Plan #005	28 / 30	$2,550,466 / $3,361,791
2020	Plan NameJOHN R. STEELE & ASSOCIATES, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY87 / 89 Assets BOY/EOY$11,037,193 / $12,367,790	2020	JOHN R. STEELE & ASSOCIATES, INC. PROFIT SHARING PLAN - Plan #001	87 / 89	$11,037,193 / $12,367,790
2020	Plan NameJOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN Plan #005 Participants BOY/EOY31 / 28 Assets BOY/EOY$1,941,625 / $2,550,466	2020	JOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN - Plan #005	31 / 28	$1,941,625 / $2,550,466
2019	Plan NameJOHN R. STEELE & ASSOCIATES, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY89 / 87 Assets BOY/EOY$9,670,862 / $11,037,193	2019	JOHN R. STEELE & ASSOCIATES, INC. PROFIT SHARING PLAN - Plan #001	89 / 87	$9,670,862 / $11,037,193
2019	Plan NameJOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN Plan #005 Participants BOY/EOY29 / 31 Assets BOY/EOY$1,203,398 / $1,941,625	2019	JOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN - Plan #005	29 / 31	$1,203,398 / $1,941,625