Uptown Mortgage, LLC

Form 5500

UPTOWN MORTGAGE, LLC

1350 Lawrence St., Suite 100, Denver, Co 80204 (303) 839-5262 EIN:84-1526896 Plan Admin:Lana Jern

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameUPTOWN MORTGAGE, LLC 401(K) PLAN Plan #001 Participants BOY/EOY15 / 13 Assets BOY/EOY$1,345,525 / $1,208,809	2022	UPTOWN MORTGAGE, LLC 401(K) PLAN - Plan #001	15 / 13	$1,345,525 / $1,208,809
2022	Plan NameUPTOWN MORTGAGE, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY11 / 11 Assets BOY/EOY$356,365 / $428,510	2022	UPTOWN MORTGAGE, LLC CASH BALANCE PLAN - Plan #002	11 / 11	$356,365 / $428,510
2021	Plan NameUPTOWN MORTGAGE, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$988,849 / $1,345,525	2021	UPTOWN MORTGAGE, LLC 401(K) PLAN - Plan #001	13 / 14	$988,849 / $1,345,525
2021	Plan NameUPTOWN MORTGAGE, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 10 Assets BOY/EOY$224,938 / $356,365	2021	UPTOWN MORTGAGE, LLC CASH BALANCE PLAN - Plan #002	9 / 10	$224,938 / $356,365
2020	Plan NameUPTOWN MORTGAGE, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$662,151 / $988,849	2020	UPTOWN MORTGAGE, LLC 401(K) PLAN - Plan #001	13 / 13	$662,151 / $988,849
2020	Plan NameUPTOWN MORTGAGE, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 10 Assets BOY/EOY$107,500 / $224,938	2020	UPTOWN MORTGAGE, LLC CASH BALANCE PLAN - Plan #002	8 / 10	$107,500 / $224,938
2019	Plan NameUPTOWN MORTGAGE, LLC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$460,367 / $662,151	2019	UPTOWN MORTGAGE, LLC 401(K) PLAN - Plan #001	14 / 13	$460,367 / $662,151
2019	Plan NameUPTOWN MORTGAGE, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 8 Assets BOY/EOY$0 / $107,500	2019	UPTOWN MORTGAGE, LLC CASH BALANCE PLAN - Plan #002	9 / 8	$0 / $107,500