2023 Form 5500 filing — Cmg Financial Services 401(K) 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 20241014174922NAL0054690146001) for Cmg Financial Services 401(K) Plan, reported by Cmg Mortgage, Inc. under EIN 68-0309242 and plan number 001. It reports 2,310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174922NAL0054690146001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cmg Mortgage, Inc.
- EIN
- 68-0309242
- Plan number
- 001
- Location
- San Ramon, CA
- Participants
- 2,310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,254,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,254,685
- Employer contributions
- $3,220,952
- Participant contributions
- $15,949,197
- Total income / additions
- $52,170,676
- Benefits paid
- $11,153,533
- Administrative expenses
- $355,092
- Total expenses
- $11,689,284
- Net increase / (decrease)
- $40,481,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $261,551 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $130,502 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $56,176 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $36,965 | not reported in the loaded dataset |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $5,509 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |