401k Plan data: CMG FINANCIAL SERVICES 401(K) PLAN plan

CMG FINANCIAL SERVICES 401(K) PLAN 401k Plan overview

Plan Name	CMG FINANCIAL SERVICES 401(K) PLAN
Plan identification number	001

CMG FINANCIAL SERVICES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CMG FINANCIAL SERVICES has sponsored the creation of one or more 401k plans.

Company Name: CMG FINANCIAL SERVICES

Employer identification number (EIN): 900156517

NAIC Classification: 522292
NAIC Description: Real Estate Credit

Additional information about CMG FINANCIAL SERVICES

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C2542650

More information about CMG FINANCIAL SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CMG FINANCIAL SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 DAVID THOMPSON
001 2012-01-01 OLGA PULIDO
001 2011-01-01 OLGA PULIDO
001 2010-01-01 LORRAINE COPPA LORRAINE COPPA 2011-10-17
001 2009-01-01 LORRAINE COPPA
001 2009-01-01 LORRAINE COPPA

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	DAVID THOMPSON
001	2012-01-01	OLGA PULIDO
001	2011-01-01	OLGA PULIDO
001	2010-01-01	LORRAINE COPPA	LORRAINE COPPA	2011-10-17
001	2009-01-01	LORRAINE COPPA
001	2009-01-01	LORRAINE COPPA

Plan Statistics for CMG FINANCIAL SERVICES 401(K) PLAN

401k plan membership statisitcs for CMG FINANCIAL SERVICES 401(K) PLAN

Measure Date Value
2013: CMG FINANCIAL SERVICES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 545
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 577
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 107
Total of all active and inactive participants 2013-01-01 685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 685
Number of participants with account balances 2013-01-01 339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 29
2012: CMG FINANCIAL SERVICES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 293
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 415
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 84
Total of all active and inactive participants 2012-01-01 499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 499
Number of participants with account balances 2012-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 9
2011: CMG FINANCIAL SERVICES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 411
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 207
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 77
Total of all active and inactive participants 2011-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 284
Number of participants with account balances 2011-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6
2010: CMG FINANCIAL SERVICES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 430
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 337
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 71
Total of all active and inactive participants 2010-01-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 408
Number of participants with account balances 2010-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 9
2009: CMG FINANCIAL SERVICES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 396
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 348
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 82
Total of all active and inactive participants 2009-01-01 430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 430
Number of participants with account balances 2009-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 15

Measure	Date	Value
2013: CMG FINANCIAL SERVICES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	545
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	577
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	107
Total of all active and inactive participants	2013-01-01	685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	685
Number of participants with account balances	2013-01-01	339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	29
2012: CMG FINANCIAL SERVICES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	293
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	415
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	84
Total of all active and inactive participants	2012-01-01	499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	499
Number of participants with account balances	2012-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	9
2011: CMG FINANCIAL SERVICES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	411
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	207
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	77
Total of all active and inactive participants	2011-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	284
Number of participants with account balances	2011-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6
2010: CMG FINANCIAL SERVICES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	430
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	337
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	71
Total of all active and inactive participants	2010-01-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	408
Number of participants with account balances	2010-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	9
2009: CMG FINANCIAL SERVICES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	396
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	348
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	82
Total of all active and inactive participants	2009-01-01	430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	430
Number of participants with account balances	2009-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	15

Financial Data on CMG FINANCIAL SERVICES 401(K) PLAN

Measure	Date	Value
2013 : CMG FINANCIAL SERVICES 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$3,465,299
Total of all expenses incurred	2013-12-31	$831,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$827,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,373,805
Value of total assets at end of year	2013-12-31	$8,608,784
Value of total assets at beginning of year	2013-12-31	$5,975,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,235
Total interest from all sources	2013-12-31	$5,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,784,579
Participant contributions at end of year	2013-12-31	$158,574
Participant contributions at beginning of year	2013-12-31	$116,286
Participant contributions at end of year	2013-12-31	$58,503
Participant contributions at beginning of year	2013-12-31	$43,054
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$190,883
Other income not declared elsewhere	2013-12-31	$6,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,633,428
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,608,784
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,975,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$7,032,407
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,963,274
Interest on participant loans	2013-12-31	$5,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,348,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$847,037
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,079,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$398,343
Employer contributions (assets) at end of year	2013-12-31	$10,943
Employer contributions (assets) at beginning of year	2013-12-31	$5,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$827,636
Contract administrator fees	2013-12-31	$4,235
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	AUDIT AND TAX SOLUTIONS,CPA'S INC
Accountancy firm EIN	2013-12-31	943211753
2012 : CMG FINANCIAL SERVICES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,708,679
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$77,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$72,774
Expenses. Certain deemed distributions of participant loans	2012-12-31	$2,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,141,905
Value of total assets at end of year	2012-12-31	$5,975,356
Value of total assets at beginning of year	2012-12-31	$4,344,577
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,916
Total interest from all sources	2012-12-31	$4,587
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$960,071
Participant contributions at end of year	2012-12-31	$116,286
Participant contributions at beginning of year	2012-12-31	$123,154
Participant contributions at end of year	2012-12-31	$43,054
Participant contributions at beginning of year	2012-12-31	$9,285
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$31,025
Other income not declared elsewhere	2012-12-31	$4,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,630,779
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,975,356
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,344,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$0
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,963,274
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,358,231
Interest on participant loans	2012-12-31	$4,587
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$847,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$852,266
Net investment gain/loss from pooled separate accounts	2012-12-31	$557,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$150,809
Employer contributions (assets) at end of year	2012-12-31	$5,705
Employer contributions (assets) at beginning of year	2012-12-31	$1,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$72,774
Contract administrator fees	2012-12-31	$2,916
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	AUDIT AND TAX SOLUTIONS CPAS INC
Accountancy firm EIN	2012-12-31	943211753
2011 : CMG FINANCIAL SERVICES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$465,700
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$426,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$415,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$556,036
Value of total assets at end of year	2011-12-31	$4,344,577
Value of total assets at beginning of year	2011-12-31	$4,304,987
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$10,339
Total interest from all sources	2011-12-31	$7,222
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$469,065
Participant contributions at end of year	2011-12-31	$123,154
Participant contributions at beginning of year	2011-12-31	$150,071
Participant contributions at end of year	2011-12-31	$9,285
Other income not declared elsewhere	2011-12-31	$6,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$39,590
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,344,577
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,304,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,503,184
Value of interest in pooled separate accounts at end of year	2011-12-31	$3,358,231
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$7,222
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$651,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$852,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$-103,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$86,971
Employer contributions (assets) at end of year	2011-12-31	$1,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$415,771
Contract administrator fees	2011-12-31	$10,339
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	AUDIT AND TAX SOLUTIONS CPAS
Accountancy firm EIN	2011-12-31	943211753
2010 : CMG FINANCIAL SERVICES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,134,961
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$820,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$826,887
Expenses. Certain deemed distributions of participant loans	2010-12-31	$-7,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$625,642
Value of total assets at end of year	2010-12-31	$4,304,987
Value of total assets at beginning of year	2010-12-31	$3,990,893
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,419
Total interest from all sources	2010-12-31	$11,876
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$82,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$82,242
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$400,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$498,931
Participant contributions at end of year	2010-12-31	$150,071
Participant contributions at beginning of year	2010-12-31	$154,295
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$16,605
Other income not declared elsewhere	2010-12-31	$248
Administrative expenses (other) incurred	2010-12-31	$1,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$314,094
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,304,987
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,990,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,503,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,883,407
Interest on participant loans	2010-12-31	$11,876
Value of interest in common/collective trusts at end of year	2010-12-31	$651,732
Value of interest in common/collective trusts at beginning of year	2010-12-31	$953,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$411,468
Net investment gain or loss from common/collective trusts	2010-12-31	$3,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$110,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$826,887
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	AUDIT AND TAX SOLUTIONS CPA'S,
Accountancy firm EIN	2010-12-31	943211753
2009 : CMG FINANCIAL SERVICES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CMG FINANCIAL SERVICES 401(K) PLAN

2013: CMG FINANCIAL SERVICES 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CMG FINANCIAL SERVICES 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CMG FINANCIAL SERVICES 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CMG FINANCIAL SERVICES 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CMG FINANCIAL SERVICES 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341856

Policy instance

Insurance contract or identification number	341856
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $22,913
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $22,913
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY INS SERVICES

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341856

Policy instance

Insurance contract or identification number	341856
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $15,636
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $15,636
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY INS SERVICES

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341856

Policy instance

Insurance contract or identification number	341856
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $12,225
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	CMG FINANCIAL SERVICES
Employer identification number (EIN):	900156517
NAIC Classification:	522292
NAIC Description:	Real Estate Credit

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C2542650