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