Cmg Financial Services 401(K) Plan — Form 5500 plan (Cmg Mortgage, Inc.)
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, Cmg Financial Services 401(K) Plan is a benefit plan reported by Cmg Mortgage, Inc. under EIN 68-0309242 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,310 participants and $120,254,685 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cmg Mortgage, Inc.
- EIN
- 68-0309242
- Plan number
- 001
- Plan type
- 2
- Location
- San Ramon, CA
- Latest filing year
- 2023
- Participants
- 2,310
- End-of-year plan assets
- $120,254,685
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,310 | H, C | 20241014174922NAL0054690146001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,254,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,254,685
- Net assets (BOY)
- $79,773,293
Income & contributions
- Employer contributions
- $3,220,952
- Participant contributions
- $15,949,197
- Total contributions
- $35,901,792
- Total income / additions
- $52,170,676
Expenses & distributions
- Benefits paid
- $11,153,533
- Administrative expenses
- $355,092
- Total expenses
- $11,689,284
- Net increase / (decrease)
- $40,481,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $261,551 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $130,502 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $56,176 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $36,965 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $5,509 | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cmg Mortgage, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Ramon, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Morgan Stanley Insurance Services I — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation