Upwell Mortgage, Inc.

Oregon
Registered In
04/19/2018
Incorp. Date
Foreign
Registration Type
Washington
Foreign Jurisdiction

Company Summary

Upwell Mortgage, Inc. at 800 Bellevue Wat NE STE 500, Bellevue, Wa 98004 lists Jeff Bell and Megan Bell of Bellevue, WA as the associates.

Registered In
Oregon
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Washington
Company Type
Foreign Business Corporation
Status
Active
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SEC | EDGAR Trellis.Law Recent News
Brooks Morck Registered Agent
65035 SWALLEY RD, BEND, OR 97703
Jeff Bell President
800 BELLEVUE WAT NE STE 500, BELLEVUE, WA 98004 (View Past Addresses)
Megan Bell Secretary
800 BELLEVUE WAT NE STE 500, BELLEVUE, WA 98004 (View Past Addresses)
800 BELLEVUE WAT NE STE 500, BELLEVUE, WA 98004 View Map
800 BELLEVUE WAY NE STE 500, BELLEVUE, WA 98004 (Mailing) View Map
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Upwell Mortgage
Fort Worth, TX

Financial Information for Upwell Mortgage, Inc.

Form 5500

UPWELL MORTGAGE INC

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

UPWELL MORTGAGE, INC.

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.
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The following government agencies have contributed data:

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