Staley Steele LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Staley Steele LLC (EIN 75-1461141) is a plan sponsor located in Pilot Point, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
75-1461141
Location
Pilot Point, TX
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Staley Steele LLC

  • 1 loaded plans hold $8.2M in reported assets.
  • The largest, Staley Steel And Bludau Fabrication Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 171 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.2MSummed across loaded plans$8,160,694
Total reported assets$8.2M$8,160,694
Total reported participants171
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$8.2M total assets
Net assets$8.2MLiabilities
Contributions & income
Employer contributions$250K
Participant contributions$387K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$90.3K
Total expenses$92.2K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Staley Steel And Bludau Fabrication Retirement Plan
Participants per plan171Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 171 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Staley Steele LLC. Open one for its full reported snapshot.

  1. 2023
    Staley Steel And Bludau Fabrication Retirement Plan171 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Staley Steele LLC report on Form 5500?
Staley Steele LLC (EIN 75-1461141) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Staley Steele LLC?
The Employer Identification Number (EIN) reported for Staley Steele LLC is 75-1461141.
What is the latest Form 5500 filing year for Staley Steele LLC?
The latest loaded Form 5500 filing year for Staley Steele LLC is 2023.

Related Form 5500 pages