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Steele Capital Management, Inc.

Dubuque, IA
North Carolina
Registered In
08/29/2001
Incorp. Date
Foreign
Registration Type
Iowa
Foreign Jurisdiction

Company Summary

Steele Capital Management, Inc. at 788 Main St, Dubuque, Ia 52001 lists Secretary Of State of Raleigh, NC.

Overview

Registered In
North Carolina
Incorporation Date
Company Type
Business Corporation
Status
Multiple
Registration Type
Foreign
Foreign Jurisdiction
Iowa
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People

Secretary Of State Registered Agent
2 S SALISBURY ST, RALEIGH, NC 27601

Map & Locations

788 MAIN ST, DUBUQUE, IA 52001 View Map
2 S SALISBURY ST, RALEIGH, NC 27601 (Mailing) View Map

Financials

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.

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Sources

The following government agencies have contributed data:

• North Carolina Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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