Custom Data Processing — 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, Custom Data Processing (EIN 36-3022123) is a plan sponsor located in Romeoville, IL with 2 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
36-3022123
Location
Romeoville, IL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$21,406,880
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$21,406,880

Contributions & income

Employer contributions
$464,121
Participant contributions
$1,087,055
Total income / additions
$4,551,232

Expenses & distributions

Benefits paid / distributions
$716,512
Total expenses
$803,190
Net increase / (decrease)
$3,748,042

Coverage

Total reported participants
267
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Custom Data Processing plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Cdp Retirement Plan001139$21,406,8802023
Custom Data Processing Benefit Plan501128not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Custom Data Processing
YearPlanParticipantsSchedulesFiling
2023Cdp Retirement Plan139H, C20241014125036NAL0027311905001
2023Custom Data Processing Benefit Plan12820260323134200NAL0001556385001

Related Form 5500 pages