Cmg Financial Services 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2013. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Cmg Financial Services 401(k) Plan Facts (plan year 2013)

Plan name
CMG FINANCIAL SERVICES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CMG FINANCIAL SERVICES
Participants
545 (577 active employees)
Former employees with a balance
107
Plan assets
$8,608,784 at Dec 31, 2013
Average account balance
$25,395 across 339 accounts
Employer contributions
$398,343 in plan year 2013 (17% of all contributions)
Plan year
Jan 1, 2013 – Dec 31, 2013
Plan established
Jan 1, 1998
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2013 (Jan 1, 2013 – Dec 31, 2013), filed Oct 14, 2014. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2013

  • $2.37 million went into the plan in contributions, $398,343 of it from the employer (17%).
  • $827,636 was paid out to participants.
  • Investment and other income added $1.09 million.
  • Administrative expenses were $4,235, about $12 per account.

How the Cmg Financial Services 401(k) changed, 2009–2013

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2009396$3.99 million$34,906$583,808
2010430$4.30 million$110,106$826,887
2011411$4.34 million$86,971$415,771
2012293$5.98 million$150,809$72,774
2013545$8.61 million$398,343$827,636

Cmg Financial Services 401(k) Contact Information

Phone
925-983-3044
Mailing address
3160 CROW CANYON ROAD SUITE 350, SAN RAMON CA 94583
Plan sponsor
CMG FINANCIAL SERVICES
Employer identification number (EIN)
90-0156517
Plan number
001

Questions about the Cmg Financial Services 401(k)

Is the Cmg Financial Services 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2013, and no later filing was found under this employer's EIN.

Does Cmg Financial Services contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2013 the employer contributed $398,343, 17% of all contributions.

Does the Cmg Financial Services 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Cmg Financial Services 401(k) plan?

545 participants at the start of plan year 2013, 577 of them active employees, and 107 former employees who still had money in the plan.

What is the average 401(k) balance at Cmg Financial Services?

About $25,395 per account: $8.61 million in plan assets across 339 accounts with a balance at the end of plan year 2013.

Who manages the Cmg Financial Services 401(k) accounts?

Transamerica is the plan's recordkeeper, which is where participants log in to see their balance.

Related Companies
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