Cdp Retirement Plan — Form 5500 plan (Custom Data Processing)
Plain-English plan 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, Cdp Retirement Plan is a benefit plan reported by Custom Data Processing under EIN 36-3022123 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $21,406,880 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Custom Data Processing
- EIN
- 36-3022123
- Plan number
- 001
- Plan type
- 2
- Location
- Romeoville, IL
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $21,406,880
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20241014125036NAL0027311905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,406,880
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,406,880
- Net assets (BOY)
- $17,658,838
Income & contributions
- Employer contributions
- $464,121
- Participant contributions
- $1,087,055
- Total contributions
- $1,552,210
- Total income / additions
- $4,551,232
Expenses & distributions
- Benefits paid
- $716,512
- Administrative expenses
- $86,678
- Total expenses
- $803,190
- Net increase / (decrease)
- $3,748,042
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $70,839 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $33,346 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,839 | not reported in the loaded dataset | 2023 |
| Mueller & Co Llp Dba Pkf Mueller Ll | AUDITOR | $7,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $6,491 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Custom Data Processing
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Romeoville, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Mueller & Co Llp Dba Pkf Mueller Ll — Schedule C compensation
- Morgan Stanley Insurance Services I — Schedule C compensation