Civic Intelligence
Filing

Custom Data Processing

Custom Data Processing • EIN 36-3022123 • Romeoville, IL • Plan year 2002

Company ProfileSource Archive
1408 N Joliet RdRomeoville, IL 60446-4048
Filing Insights

Participants

Down

42 → 39

-3 • -7.14%

Assets

Down

$2,397,152 → $2,372,612

-$24,540 • -1.02%

Investment Management Fee

-

Admin expenses - • Total expenses $66,139

Filing Details

Context
Net investment result
$-24,540

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20251123$0$0-
Custom Data Processing Benefit Plan-123---
20241135$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%.
20231151$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%.
20221129$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%.
20211120$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%.
20201130$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%.
20191131$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%.
20181126$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%.
20171113$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%.
20161116$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%.
20151107$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%.
20141102$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%.
2013197$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%.
2012194$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%.
2011173$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%.
2010158$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%.
2009156$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%.
2008144$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%.
2007146$0$0-
Custom Data Processing-46---
2006143$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%.
2005139$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%.
2004140$0$0-
Custom Data Processing-40---
2003141$0$0-
Custom Data Processing-41---
2002139$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 ProcessingCurrent39$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%.
2001140$0$0-
Custom Data Processing-40---
2000142$0$0-
Custom Data Processing-42---
1999135$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
84037342090803
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2040373342090050002
Row 2
Filing Id
84037342090803
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2040373342090050002
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
$478,552
Row 3
Filing Id
84037342090803
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
2040373342090050002
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
$820,309
Row 4
Filing Id
84037342090803
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
2040373342090050002
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
$325,517
Row 5
Filing Id
84037342090803
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
2040373342090050002
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
$389,902
Row 6
Filing Id
84037342090803
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
2040373342090050002
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 7
Filing Id
84037342090803
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
2040373342090050002
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
$164,935
Row 8
Filing Id
84037342090803
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
2040373342090050002
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
$94,215

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$2,372,612-$24,540 change

Balance Sheet

Beginning and end of plan year.

Total assets$2,397,152$2,372,612Decrease -$24,540 (-1.02%)
Total liabilities$0$0No change $0
Net assets$2,397,152$2,372,612Decrease -$24,540 (-1.02%)

Contributions

Employer contributions$77,091
Participant contributions$130,001
Other contributions$0

Income & Expenses

Total income$41,599
Total expenses$66,139
Net income$-24,540
Source fields
Schedule I source fields
Filing Id
84037342090803
Schedule I EIN
36-3022123
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2002-01-01
Schedule I Tax Period
20021231
Small plan total assets at beginning of year
$2,397,152
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$2,397,152
Small plan total assets at end of year
$2,372,612
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$2,372,612
Small plan employer contributions
$77,091
Small plan participant contributions
$130,001
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-165,493
Small plan total income
$41,599
Small plan total benefit distributions
$47,652
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$18,487
Small plan total expenses
$66,139
Small plan net income or loss
$-24,540
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$98,643
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$300,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0