Steele Capital Management, Inc.

Iowa

Registered In

08/16/1996

Incorp. Date

Company Summary

Steele Capital Management, Inc. in Iowa lists O'connor & Thomas, P.C. of Dubuque, IA.

Registered In: Iowa
Incorporation Date: 08/16/1996
Registration Type: Domestic
Company Type: Domestic Profit
Status: Not Available
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O'connor & Thomas, P.C. Registered Agent

1000 MAIN ST, DUBUQUE, IA 52001

Financial Information for Steele Capital Management, Inc.

Form 5500

STEELE CAPITAL MANAGEMENT, INC.

1000 Jackson Street, STE 201, Dubuque, Ia 52001 (563) 588-2097 EIN:42-1460565 Plan Admin:Michael Steele

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSTEELE CAPITAL MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$6,037,564 / $7,818,410	2023	STEELE CAPITAL MANAGEMENT 401(K) PLAN - Plan #001	16 / 16	$6,037,564 / $7,818,410
2023	Plan NameSTEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY13 / 13 Assets BOY/EOY$2,627,249 / $3,366,577	2023	STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN - Plan #002	13 / 13	$2,627,249 / $3,366,577
2022	Plan NameSTEELE CAPITAL MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY14 / 16 Assets BOY/EOY$7,016,088 / $6,037,564	2022	STEELE CAPITAL MANAGEMENT 401(K) PLAN - Plan #001	14 / 16	$7,016,088 / $6,037,564
2022	Plan NameSTEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY11 / 13 Assets BOY/EOY$2,644,789 / $2,627,249	2022	STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN - Plan #002	11 / 13	$2,644,789 / $2,627,249
2021	Plan NameSTEELE CAPITAL MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$6,080,852 / $7,016,088	2021	STEELE CAPITAL MANAGEMENT 401(K) PLAN - Plan #001	14 / 14	$6,080,852 / $7,016,088
2021	Plan NameSTEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,067,362 / $2,644,789	2021	STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN - Plan #002	11 / 11	$2,067,362 / $2,644,789
2020	Plan NameSTEELE CAPITAL MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY15 / 14 Assets BOY/EOY$6,112,286 / $6,080,852	2020	STEELE CAPITAL MANAGEMENT 401(K) PLAN - Plan #001	15 / 14	$6,112,286 / $6,080,852
2020	Plan NameSTEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY12 / 11 Assets BOY/EOY$1,735,699 / $2,067,362	2020	STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN - Plan #002	12 / 11	$1,735,699 / $2,067,362
2019	Plan NameSTEELE CAPITAL MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$4,401,525 / $6,112,286	2019	STEELE CAPITAL MANAGEMENT 401(K) PLAN - Plan #001	15 / 15	$4,401,525 / $6,112,286
2019	Plan NameSTEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,251,487 / $1,735,699	2019	STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN - Plan #002	12 / 12	$1,251,487 / $1,735,699

Benefit & Retirement Plans based on Form 5500.

PPP Loans

STEELE CAPITAL MANAGEMENT INC

788 Main Street, DUBUQUE, IA 52001-2308

Loan Date	Approved	Forgiven	Lender	Jobs
04/04/2020	Approved$313,800 Forgiven$317,505 LenderMidWestOne Bank Jobs12	04/04/2020	$313,800	$317,505	MidWestOne Bank	12

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Steele Capital Management, Inc. Registered in North Carolina	Dubuque, IA Raleigh, NC		View Report

The following government agencies have contributed data:

Iowa Secretary of State U.S. Department of Labor U.S. Small Business Administration

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