Upwell Mortgage, Inc.

Nathan Knopf Registered Agent

557 ARROW TRL, BOZEMAN, MT 59718

800 BELLEVUE WAY NE SUITE 500 BELLEVUE, WA 98004-4289 View Map
800 BELLEVUE WAY NE STE 500, BELLEVUE, WA 98004 (Mailing) View Map

Form 5500

800 Bellevue Way NE STE 500, Bellevue, Wa 98004 (425) 891-2200 EIN:82-4693155 Plan Admin:Edward Rojas

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameUPWELL MORTGAGE INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$254,188 / $289,162	2023	UPWELL MORTGAGE INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	13 / 12	$254,188 / $289,162
2022	Plan NameUPWELL MORTGAGE INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$269,931 / $254,188	2022	UPWELL MORTGAGE INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	14 / 13	$269,931 / $254,188
2021	Plan NameUPWELL MORTGAGE INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY19 / 14 Assets BOY/EOY$285,120 / $269,931	2021	UPWELL MORTGAGE INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	19 / 14	$285,120 / $269,931
2020	Plan NameUPWELL MORTGAGE INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY15 / 19 Assets BOY/EOY$137,247 / $285,120	2020	UPWELL MORTGAGE INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	15 / 19	$137,247 / $285,120
2019	Plan NameUPWELL MORTGAGE INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 15 Assets BOY/EOY$28,999 / $137,247	2019	UPWELL MORTGAGE INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	10 / 15	$28,999 / $137,247

Benefit & Retirement Plans based on Form 5500.

PPP Loans

10400 NE 4th St Suite 500, Bellevue, WA 98004 Industry:Mortgage and Nonmortgage Loan Brokers

Loan Date	Approved	Forgiven	Lender	Jobs
04/16/2020	Approved$247,000 Forgiven$250,952 LenderLoan Source Incorporated Jobs15	04/16/2020	$247,000	$250,952	Loan Source Incorporated	15

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Upwell Mortgage, Inc. Registered in Oregon	Bend, OR Bellevue, WA	View Report
Upwell Mortgage, Inc. Registered in Florida	Bellevue, WA Indian Harbour Beach, FL	View Report
Upwell Mortgage, Inc. Registered in Washington	Bellevue, WA	View Report
Upwell Mortgage, Inc. Registered in Idaho	Bellevue, WA Coeur D'alene, ID	View Report

Address Match:800 Bellevue Way Ne Bellevue, WA

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The following government agencies have contributed data:

Montana Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary