Civic Intelligence

Cmg Financial Services

Plan context: CMG FINANCIAL SERVICES 401(K) PLAN

EIN 90-0156517 • San Ramon, CA • 29 filings • 4 plans

3160 Crow Canyon RdSuite 400San Ramon, CA 94583
Current Snapshot

Latest Year

2024

2024 Participants

3,545

2024 Assets

$8,608,784

2024 Contributions

$2,373,805

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$8,608,784$4,304,392$0200520092013YearValue
$8,608,784Latest year 2013

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

3,5451,7730200520152024YearValue
3,545Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202413,545$0$0-
Cmg Health and Welfare Plan-3,545---
202313,112$0$0-
Cmg Health and Welfare Plan-3,112---
202212,077$0$0-
Cmg Health and Welfare Plan-2,077---
202112,234$0$0-
Cmg Health and Welfare Plan-2,234---
202012,206$0$0-
Cmg Health and Welfare Plan-2,206---
201911,572$0$0-
Cmg Health and Welfare Plan-1,572---
201811,373$0$0-
Cmg Health and Welfare Plan-1,373---
201711,251$0$0-
Cmg Health and Welfare Plan-1,251---
20161941$0$0-
Cmg Health and Welfare Plan-941---
20151937$0$0-
Cmg Health and Welfare Plan-937---
20141915$0$0-
Cmg Health and Welfare Plan-915---
20132819$8,608,784$2,373,805$2,898iApproximate average salary by contribution assumption: employee only about $72,460 at 4% or $48,307 at 6%; with 50% employer match about $48,307 at 4% or $32,205 at 6%; with 100% employer match about $36,230 at 4% or $24,153 at 6%.
CMG FINANCIAL SERVICES 401(K) PLAN-577$8,608,784$2,373,805$4,114iApproximate average salary by contribution assumption: employee only about $102,851 at 4% or $68,567 at 6%; with 50% employer match about $68,567 at 4% or $45,712 at 6%; with 100% employer match about $51,426 at 4% or $34,284 at 6%.
Cmg Health and Welfare Plan-819---
20122415$5,975,356$1,141,905$2,752iApproximate average salary by contribution assumption: employee only about $68,789 at 4% or $45,860 at 6%; with 50% employer match about $45,860 at 4% or $30,573 at 6%; with 100% employer match about $34,395 at 4% or $22,930 at 6%.
CMG FINANCIAL SERVICES 401(K) PLAN-415$5,975,356$1,141,905$2,752iApproximate average salary by contribution assumption: employee only about $68,789 at 4% or $45,860 at 6%; with 50% employer match about $45,860 at 4% or $30,573 at 6%; with 100% employer match about $34,395 at 4% or $22,930 at 6%.
Cmg Health and Welfare Plan-375---
20112334$4,344,577$556,036$1,665iApproximate average salary by contribution assumption: employee only about $41,619 at 4% or $27,746 at 6%; with 50% employer match about $27,746 at 4% or $18,498 at 6%; with 100% employer match about $20,810 at 4% or $13,873 at 6%.
CMG FINANCIAL SERVICES 401(K) PLAN-207$4,344,577$556,036$2,686iApproximate average salary by contribution assumption: employee only about $67,154 at 4% or $44,769 at 6%; with 50% employer match about $44,769 at 4% or $29,846 at 6%; with 100% employer match about $33,577 at 4% or $22,385 at 6%.
Cmg Health and Welfare Plan-334---
20102337$4,304,987$625,642$1,857iApproximate average salary by contribution assumption: employee only about $46,413 at 4% or $30,942 at 6%; with 50% employer match about $30,942 at 4% or $20,628 at 6%; with 100% employer match about $23,206 at 4% or $15,471 at 6%.
CMG FINANCIAL SERVICES 401(K) PLAN-337$4,304,987$625,642$1,857iApproximate average salary by contribution assumption: employee only about $46,413 at 4% or $30,942 at 6%; with 50% employer match about $30,942 at 4% or $20,628 at 6%; with 100% employer match about $23,206 at 4% or $15,471 at 6%.
Cmg Health and Welfare Plan-144---
20092348$3,990,893$292,072$839iApproximate average salary by contribution assumption: employee only about $20,982 at 4% or $13,988 at 6%; with 50% employer match about $13,988 at 4% or $9,325 at 6%; with 100% employer match about $10,491 at 4% or $6,994 at 6%.
CMG FINANCIAL SERVICES 401K PLAN-348$3,990,893$292,072$839iApproximate average salary by contribution assumption: employee only about $20,982 at 4% or $13,988 at 6%; with 50% employer match about $13,988 at 4% or $9,325 at 6%; with 100% employer match about $10,491 at 4% or $6,994 at 6%.
Cmg Health and Welfare Plan-191---
20082306$3,461,786$439,149$1,435iApproximate average salary by contribution assumption: employee only about $35,878 at 4% or $23,919 at 6%; with 50% employer match about $23,919 at 4% or $15,946 at 6%; with 100% employer match about $17,939 at 4% or $11,959 at 6%.
CMG FINANCIAL SERVICES 401K PLAN-306$3,461,786$439,149$1,435iApproximate average salary by contribution assumption: employee only about $35,878 at 4% or $23,919 at 6%; with 50% employer match about $23,919 at 4% or $15,946 at 6%; with 100% employer match about $17,939 at 4% or $11,959 at 6%.
Cmg Health and Welfare Plan-147---
20072430$5,328,139$970,855$2,258iApproximate average salary by contribution assumption: employee only about $56,445 at 4% or $37,630 at 6%; with 50% employer match about $37,630 at 4% or $25,087 at 6%; with 100% employer match about $28,223 at 4% or $18,815 at 6%.
CMG FINANCIAL SERVICES 401K PLAN-430$5,328,139$970,855$2,258iApproximate average salary by contribution assumption: employee only about $56,445 at 4% or $37,630 at 6%; with 50% employer match about $37,630 at 4% or $25,087 at 6%; with 100% employer match about $28,223 at 4% or $18,815 at 6%.
Cmg Health and Welfare Plan-276---
20062414$4,653,464$760,149$1,836iApproximate average salary by contribution assumption: employee only about $45,903 at 4% or $30,602 at 6%; with 50% employer match about $30,602 at 4% or $20,401 at 6%; with 100% employer match about $22,951 at 4% or $15,301 at 6%.
CMG FINANCIAL SERVICES 401K PLAN-414$4,653,464$760,149$1,836iApproximate average salary by contribution assumption: employee only about $45,903 at 4% or $30,602 at 6%; with 50% employer match about $30,602 at 4% or $20,401 at 6%; with 100% employer match about $22,951 at 4% or $15,301 at 6%.
Cmg Health and Welfare Plan-252---
20052421$4,261,854$1,284,515$3,051iApproximate average salary by contribution assumption: employee only about $76,278 at 4% or $50,852 at 6%; with 50% employer match about $50,852 at 4% or $33,901 at 6%; with 100% employer match about $38,139 at 4% or $25,426 at 6%.
CMG FINANCIAL SERVICES 401K PLAN-421$4,261,854$1,284,515$3,051iApproximate average salary by contribution assumption: employee only about $76,278 at 4% or $50,852 at 6%; with 50% employer match about $50,852 at 4% or $33,901 at 6%; with 100% employer match about $38,139 at 4% or $25,426 at 6%.
Cmg Health and Welfare Plan-249---