Fidelity bond in place
Not reported
Filing1408 N Joliet RdRomeoville, IL 60446-4048
Custom Data Processing
Custom Data Processing • EIN 36-3022123 • Romeoville, IL • Plan year 2001
Filing Insights
Participants
Down43 → 40
-3 • -6.98%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
Context- Pension payor EIN
- 13-3124172
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 123 | $0 | $0 | - |
| Custom Data Processing Benefit Plan | - | 123 | - | - | - |
| 2024 | 1 | 135 | $24,402,308 | $1,481,370 | $10,973iApproximate average salary by contribution assumption: employee only about $274,328 at 4% or $182,885 at 6%; with 50% employer match about $182,885 at 4% or $121,923 at 6%; with 100% employer match about $137,164 at 4% or $91,443 at 6%. |
| Custom Data Processing | - | 135 | $24,402,308 | $1,481,370 | $10,973iApproximate average salary by contribution assumption: employee only about $274,328 at 4% or $182,885 at 6%; with 50% employer match about $182,885 at 4% or $121,923 at 6%; with 100% employer match about $137,164 at 4% or $91,443 at 6%. |
| 2023 | 1 | 151 | $21,406,880 | $1,552,210 | $10,280iApproximate average salary by contribution assumption: employee only about $256,988 at 4% or $171,326 at 6%; with 50% employer match about $171,326 at 4% or $114,217 at 6%; with 100% employer match about $128,494 at 4% or $85,663 at 6%. |
| Custom Data Processing | - | 151 | $21,406,880 | $1,552,210 | $10,280iApproximate average salary by contribution assumption: employee only about $256,988 at 4% or $171,326 at 6%; with 50% employer match about $171,326 at 4% or $114,217 at 6%; with 100% employer match about $128,494 at 4% or $85,663 at 6%. |
| 2022 | 1 | 129 | $17,658,838 | $1,632,916 | $12,658iApproximate average salary by contribution assumption: employee only about $316,457 at 4% or $210,971 at 6%; with 50% employer match about $210,971 at 4% or $140,647 at 6%; with 100% employer match about $158,228 at 4% or $105,486 at 6%. |
| Custom Data Processing | - | 129 | $17,658,838 | $1,632,916 | $12,658iApproximate average salary by contribution assumption: employee only about $316,457 at 4% or $210,971 at 6%; with 50% employer match about $210,971 at 4% or $140,647 at 6%; with 100% employer match about $158,228 at 4% or $105,486 at 6%. |
| 2021 | 1 | 120 | $19,880,922 | $1,385,650 | $11,547iApproximate average salary by contribution assumption: employee only about $288,677 at 4% or $192,451 at 6%; with 50% employer match about $192,451 at 4% or $128,301 at 6%; with 100% employer match about $144,339 at 4% or $96,226 at 6%. |
| Custom Data Processing | - | 120 | $19,880,922 | $1,385,650 | $11,547iApproximate average salary by contribution assumption: employee only about $288,677 at 4% or $192,451 at 6%; with 50% employer match about $192,451 at 4% or $128,301 at 6%; with 100% employer match about $144,339 at 4% or $96,226 at 6%. |
| 2020 | 1 | 130 | $17,381,395 | $1,507,868 | $11,599iApproximate average salary by contribution assumption: employee only about $289,975 at 4% or $193,316 at 6%; with 50% employer match about $193,316 at 4% or $128,878 at 6%; with 100% employer match about $144,987 at 4% or $96,658 at 6%. |
| Custom Data Processing | - | 130 | $17,381,395 | $1,507,868 | $11,599iApproximate average salary by contribution assumption: employee only about $289,975 at 4% or $193,316 at 6%; with 50% employer match about $193,316 at 4% or $128,878 at 6%; with 100% employer match about $144,987 at 4% or $96,658 at 6%. |
| 2019 | 1 | 131 | $14,228,921 | $1,325,640 | $10,119iApproximate average salary by contribution assumption: employee only about $252,985 at 4% or $168,656 at 6%; with 50% employer match about $168,656 at 4% or $112,438 at 6%; with 100% employer match about $126,492 at 4% or $84,328 at 6%. |
| Custom Data Processing | - | 131 | $14,228,921 | $1,325,640 | $10,119iApproximate average salary by contribution assumption: employee only about $252,985 at 4% or $168,656 at 6%; with 50% employer match about $168,656 at 4% or $112,438 at 6%; with 100% employer match about $126,492 at 4% or $84,328 at 6%. |
| 2018 | 1 | 126 | $11,490,985 | $956,137 | $7,588iApproximate average salary by contribution assumption: employee only about $189,710 at 4% or $126,473 at 6%; with 50% employer match about $126,473 at 4% or $84,315 at 6%; with 100% employer match about $94,855 at 4% or $63,237 at 6%. |
| Custom Data Processing | - | 126 | $11,490,985 | $956,137 | $7,588iApproximate average salary by contribution assumption: employee only about $189,710 at 4% or $126,473 at 6%; with 50% employer match about $126,473 at 4% or $84,315 at 6%; with 100% employer match about $94,855 at 4% or $63,237 at 6%. |
| 2017 | 1 | 113 | $11,746,325 | $1,155,446 | $10,225iApproximate average salary by contribution assumption: employee only about $255,630 at 4% or $170,420 at 6%; with 50% employer match about $170,420 at 4% or $113,613 at 6%; with 100% employer match about $127,815 at 4% or $85,210 at 6%. |
| Custom Data Processing | - | 113 | $11,746,325 | $1,155,446 | $10,225iApproximate average salary by contribution assumption: employee only about $255,630 at 4% or $170,420 at 6%; with 50% employer match about $170,420 at 4% or $113,613 at 6%; with 100% employer match about $127,815 at 4% or $85,210 at 6%. |
| 2016 | 1 | 116 | $9,524,104 | $799,139 | $6,889iApproximate average salary by contribution assumption: employee only about $172,228 at 4% or $114,819 at 6%; with 50% employer match about $114,819 at 4% or $76,546 at 6%; with 100% employer match about $86,114 at 4% or $57,409 at 6%. |
| Custom Data Processing | - | 116 | $9,524,104 | $799,139 | $6,889iApproximate average salary by contribution assumption: employee only about $172,228 at 4% or $114,819 at 6%; with 50% employer match about $114,819 at 4% or $76,546 at 6%; with 100% employer match about $86,114 at 4% or $57,409 at 6%. |
| 2015 | 1 | 107 | $8,153,103 | $754,116 | $7,048iApproximate average salary by contribution assumption: employee only about $176,195 at 4% or $117,464 at 6%; with 50% employer match about $117,464 at 4% or $78,309 at 6%; with 100% employer match about $88,098 at 4% or $58,732 at 6%. |
| Custom Data Processing | - | 107 | $8,153,103 | $754,116 | $7,048iApproximate average salary by contribution assumption: employee only about $176,195 at 4% or $117,464 at 6%; with 50% employer match about $117,464 at 4% or $78,309 at 6%; with 100% employer match about $88,098 at 4% or $58,732 at 6%. |
| 2014 | 1 | 102 | $7,502,302 | $702,757 | $6,890iApproximate average salary by contribution assumption: employee only about $172,244 at 4% or $114,830 at 6%; with 50% employer match about $114,830 at 4% or $76,553 at 6%; with 100% employer match about $86,122 at 4% or $57,415 at 6%. |
| Custom Data Processing | - | 102 | $7,502,302 | $702,757 | $6,890iApproximate average salary by contribution assumption: employee only about $172,244 at 4% or $114,830 at 6%; with 50% employer match about $114,830 at 4% or $76,553 at 6%; with 100% employer match about $86,122 at 4% or $57,415 at 6%. |
| 2013 | 1 | 97 | $7,159,683 | $733,730 | $7,564iApproximate average salary by contribution assumption: employee only about $189,106 at 4% or $126,070 at 6%; with 50% employer match about $126,070 at 4% or $84,047 at 6%; with 100% employer match about $94,553 at 4% or $63,035 at 6%. |
| Custom Data Processing | - | 97 | $7,159,683 | $733,730 | $7,564iApproximate average salary by contribution assumption: employee only about $189,106 at 4% or $126,070 at 6%; with 50% employer match about $126,070 at 4% or $84,047 at 6%; with 100% employer match about $94,553 at 4% or $63,035 at 6%. |
| 2012 | 1 | 94 | $6,165,403 | $634,287 | $6,748iApproximate average salary by contribution assumption: employee only about $168,693 at 4% or $112,462 at 6%; with 50% employer match about $112,462 at 4% or $74,975 at 6%; with 100% employer match about $84,347 at 4% or $56,231 at 6%. |
| Custom Data Processing | - | 94 | $6,165,403 | $634,287 | $6,748iApproximate average salary by contribution assumption: employee only about $168,693 at 4% or $112,462 at 6%; with 50% employer match about $112,462 at 4% or $74,975 at 6%; with 100% employer match about $84,347 at 4% or $56,231 at 6%. |
| 2011 | 1 | 73 | $5,107,289 | $432,659 | $5,927iApproximate average salary by contribution assumption: employee only about $148,171 at 4% or $98,781 at 6%; with 50% employer match about $98,781 at 4% or $65,854 at 6%; with 100% employer match about $74,085 at 4% or $49,390 at 6%. |
| Custom Data Processing | - | 73 | $5,107,289 | $432,659 | $5,927iApproximate average salary by contribution assumption: employee only about $148,171 at 4% or $98,781 at 6%; with 50% employer match about $98,781 at 4% or $65,854 at 6%; with 100% employer match about $74,085 at 4% or $49,390 at 6%. |
| 2010 | 1 | 58 | $4,746,801 | $380,332 | $6,557iApproximate average salary by contribution assumption: employee only about $163,936 at 4% or $109,291 at 6%; with 50% employer match about $109,291 at 4% or $72,861 at 6%; with 100% employer match about $81,968 at 4% or $54,645 at 6%. |
| Custom Data Processing | - | 58 | $4,746,801 | $380,332 | $6,557iApproximate average salary by contribution assumption: employee only about $163,936 at 4% or $109,291 at 6%; with 50% employer match about $109,291 at 4% or $72,861 at 6%; with 100% employer match about $81,968 at 4% or $54,645 at 6%. |
| 2009 | 1 | 56 | $4,048,023 | $355,041 | $6,340iApproximate average salary by contribution assumption: employee only about $158,500 at 4% or $105,667 at 6%; with 50% employer match about $105,667 at 4% or $70,445 at 6%; with 100% employer match about $79,250 at 4% or $52,833 at 6%. |
| Custom Data Processing | - | 56 | $4,048,023 | $355,041 | $6,340iApproximate average salary by contribution assumption: employee only about $158,500 at 4% or $105,667 at 6%; with 50% employer match about $105,667 at 4% or $70,445 at 6%; with 100% employer match about $79,250 at 4% or $52,833 at 6%. |
| 2008 | 1 | 44 | $3,806,954 | $321,366 | $7,304iApproximate average salary by contribution assumption: employee only about $182,594 at 4% or $121,730 at 6%; with 50% employer match about $121,730 at 4% or $81,153 at 6%; with 100% employer match about $91,297 at 4% or $60,865 at 6%. |
| Custom Data Processing | - | 44 | $3,806,954 | $321,366 | $7,304iApproximate average salary by contribution assumption: employee only about $182,594 at 4% or $121,730 at 6%; with 50% employer match about $121,730 at 4% or $81,153 at 6%; with 100% employer match about $91,297 at 4% or $60,865 at 6%. |
| 2007 | 1 | 46 | $0 | $0 | - |
| Custom Data Processing | - | 46 | - | - | - |
| 2006 | 1 | 43 | $3,822,642 | $268,145 | $6,236iApproximate average salary by contribution assumption: employee only about $155,898 at 4% or $103,932 at 6%; with 50% employer match about $103,932 at 4% or $69,288 at 6%; with 100% employer match about $77,949 at 4% or $51,966 at 6%. |
| Custom Data Processing | - | 43 | $3,822,642 | $268,145 | $6,236iApproximate average salary by contribution assumption: employee only about $155,898 at 4% or $103,932 at 6%; with 50% employer match about $103,932 at 4% or $69,288 at 6%; with 100% employer match about $77,949 at 4% or $51,966 at 6%. |
| 2005 | 1 | 39 | $3,587,822 | $231,049 | $5,924iApproximate average salary by contribution assumption: employee only about $148,108 at 4% or $98,739 at 6%; with 50% employer match about $98,739 at 4% or $65,826 at 6%; with 100% employer match about $74,054 at 4% or $49,369 at 6%. |
| Custom Data Processing | - | 39 | $3,587,822 | $231,049 | $5,924iApproximate average salary by contribution assumption: employee only about $148,108 at 4% or $98,739 at 6%; with 50% employer match about $98,739 at 4% or $65,826 at 6%; with 100% employer match about $74,054 at 4% or $49,369 at 6%. |
| 2004 | 1 | 40 | $0 | $0 | - |
| Custom Data Processing | - | 40 | - | - | - |
| 2003 | 1 | 41 | $0 | $0 | - |
| Custom Data Processing | - | 41 | - | - | - |
| 2002 | 1 | 39 | $2,372,612 | $207,092 | $5,310iApproximate average salary by contribution assumption: employee only about $132,751 at 4% or $88,501 at 6%; with 50% employer match about $88,501 at 4% or $59,001 at 6%; with 100% employer match about $66,376 at 4% or $44,250 at 6%. |
| Custom Data Processing | - | 39 | $2,372,612 | $207,092 | $5,310iApproximate average salary by contribution assumption: employee only about $132,751 at 4% or $88,501 at 6%; with 50% employer match about $88,501 at 4% or $59,001 at 6%; with 100% employer match about $66,376 at 4% or $44,250 at 6%. |
| 2001 | 1 | 40 | $0 | $0 | - |
| Custom Data Processing | Current | 40 | - | - | - |
| 2000 | 1 | 42 | $0 | $0 | - |
| Custom Data Processing | - | 42 | - | - | - |
| 1999 | 1 | 35 | $2,291,661 | $216,337 | $6,181iApproximate average salary by contribution assumption: employee only about $154,526 at 4% or $103,018 at 6%; with 50% employer match about $103,018 at 4% or $68,678 at 6%; with 100% employer match about $77,263 at 4% or $51,509 at 6%. |
| Custom Data Processing | - | 35 | $2,291,661 | $216,337 | $6,181iApproximate average salary by contribution assumption: employee only about $154,526 at 4% or $103,018 at 6%; with 50% employer match about $103,018 at 4% or $68,678 at 6%; with 100% employer match about $77,263 at 4% or $51,509 at 6%. |
Schedule Details
Schedule D
- Row 1
- Filing Id
- 84037112254313
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373112254060002
- Row 2
- Filing Id
- 84037112254313
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373112254060002
- DFE P1 Entity 01 Name
- BOND INDEX FUND
- DFE P1 Spons 01 Name
- SMITH BARNEY CORPORATE TRUST
- DFE P1 Plan 01 EIN Plan number
- 133124172000
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $458,536
- Row 3
- Filing Id
- 84037112254313
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 1020373112254060002
- DFE P1 Entity 01 Name
- CAPITAL PRESERVATION FUND
- DFE P1 Spons 01 Name
- SMITH BARNEY CORPORATE TRUST
- DFE P1 Plan 01 EIN Plan number
- 133124172000
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $746,664
- Row 4
- Filing Id
- 84037112254313
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 1020373112254060002
- DFE P1 Entity 01 Name
- EQUITY INDEX GROWTH FUND
- DFE P1 Spons 01 Name
- SMITH BARNEY CORPORATE TRUST
- DFE P1 Plan 01 EIN Plan number
- 133124172000
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $425,184
- Row 5
- Filing Id
- 84037112254313
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 1020373112254060002
- DFE P1 Entity 01 Name
- EQUITY INDEX VALUE FUND
- DFE P1 Spons 01 Name
- SMITH BARNEY CORPORATE TRUST
- DFE P1 Plan 01 EIN Plan number
- 133124172000
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $505,910
- Row 6
- Filing Id
- 84037112254313
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 1020373112254060002
- DFE P1 Entity 01 Name
- INTERNATIONAL VALUE EQUITY FUND
- DFE P1 Spons 01 Name
- SMITH BARNEY CORPORATE TRUST
- DFE P1 Plan 01 EIN Plan number
- 133124172000
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 7
- Filing Id
- 84037112254313
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 1020373112254060002
- DFE P1 Entity 01 Name
- SMALL CAP INDEX FUND
- DFE P1 Spons 01 Name
- SMITH BARNEY CORPORATE TRUST
- DFE P1 Plan 01 EIN Plan number
- 133124172000
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $104,886
- Row 8
- Filing Id
- 84037112254313
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 1020373112254060002
- DFE P1 Entity 01 Name
- INTERNATIONAL EQUITY INDEX FUND
- DFE P1 Spons 01 Name
- SMITH BARNEY CORPORATE TRUST
- DFE P1 Plan 01 EIN Plan number
- 133124172000
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $80,794
- Row 9
- Filing Id
- 84037112254313
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 1020373112254060002
- DFE P1 Entity 01 Name
- SMALL CAP VALUE EQUITY FUND
- DFE P1 Spons 01 Name
- SMITH BARNEY CORPORATE TRUST
- DFE P1 Plan 01 EIN Plan number
- 133124172000
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $3
- Row 10
- Filing Id
- 84037112254313
- Schedule D EIN
- 36-3022123
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2001-01-01
- Schedule D Tax Period
- 20011231
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN13-3124172
Transfers
Distributed property value$0
Schedule R source fields
- Payor 13-3124172
- Filing Id
- 84037112254313
- Schedule R EIN
- 36-3022123
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2001-01-01
- Schedule R Tax Period
- 20011231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 13-3124172
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0