2023 Form 5500 filing — Cdp Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014125036NAL0027311905001) for Cdp Retirement Plan, reported by Custom Data Processing under EIN 36-3022123 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125036NAL0027311905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Custom Data Processing
- EIN
- 36-3022123
- Plan number
- 001
- Location
- Romeoville, IL
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,406,880
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,406,880
- Employer contributions
- $464,121
- Participant contributions
- $1,087,055
- Total income / additions
- $4,551,232
- Benefits paid
- $716,512
- Administrative expenses
- $86,678
- Total expenses
- $803,190
- Net increase / (decrease)
- $3,748,042
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $70,839 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $33,346 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,839 | not reported in the loaded dataset |
| Mueller & Co Llp Dba Pkf Mueller Ll | AUDITOR | $7,000 | not reported in the loaded dataset |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $6,491 |