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  5. UPWELL MORTGAGE, INC.

UPWELL MORTGAGE, INC.

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Company Details

Legal Name: UPWELL MORTGAGE, INC.
Jurisdiction: WASHINGTON
Entity Type: WA PROFIT CORPORATION
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: March 7th 2018
Expiration date: 31 Mar 2026
UBI Number: 604 234 766
ZIP code: 98004
City: Bellevue
County: KING
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 800 BELLEVUE WAY NE STE 500, BELLEVUE, WA, 98004-4289, UNITED STATES

Contact Details

E-Mail: JEFF@UPWELLMORTGAGE.COM
Phone Number: +1 425-891-2200

Nature of Business

FINANCIAL SERVICES

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Registered Agent Information

Name Role Address
UPWELL MORTGAGE Registered Agent 800 BELLEVUE WAY NE STE 500, BELLEVUE, WA, 98004-4289, UNITED STATES

Key Officers & Management

Name Role Address
JEFF BELL Governing Person 10400 NE 4TH ST STE 500, BELLEVUE, WA, 98004-5175, UNITED STATES
MEGAN BELL Governing Person -
JEFF BELL INCORPORATOR 10400 NE 4TH ST STE 500, BELLEVUE, WA, 98004-5175, UNITED STATES

Links between entities

Type:
Headquarter of
Company Number:
4853802
State:
IDAHO
IDAHO profile:
UPWELL MORTGAGE, INC. (ID)
Type:
Headquarter of
Company Number:
F22000004945
State:
FLORIDA
FLORIDA profile:
UPWELL MORTGAGE, INC. (FL)

U.S. Small Business Administration Profile

Phone Number:
+1 425-457-6283
E-mail Address:
megan@upwellmortgage.com
Contact Person:
MEGAN BELL
Last Update Date:
2024-04-08
Naics Primary:
522292
SBA Link:
View company profile on SBA website

Self-Certification:

Self-Certified Small Disadvantaged Business
For Profit Organization

Unique Entity ID

Unique Entity ID:
FT48LLDF6BD5
CAGE Code:
9UV53
UEI Expiration Date:
2025-03-22

Business Information

Activation Date:
2024-04-08
Initial Registration Date:
2024-03-22

Form 5500 Series

Employer Identification Number (EIN):
824693155
Plan Year:
2023
Number Of Participants:
13
Plan Name:
401(K)
Sponsor's telephone number:
4258912200
File:
View File
Plan Administrator / Signatory:
EDWARD ROJAS(Plan administrator)
Plan Year:
2022
Number Of Participants:
14
Plan Name:
401(K)
Sponsor's telephone number:
4258912200
File:
View File
Plan Administrator / Signatory:
EDWARD ROJAS(Plan administrator)
Plan Year:
2021
Number Of Participants:
19
Plan Name:
401(K)
Sponsor's telephone number:
4258912200
File:
View File
Plan Administrator / Signatory:
EDWARD ROJAS(Plan administrator)
Plan Year:
2020
Number Of Participants:
15
Plan Name:
401(K)
Sponsor's telephone number:
4258912200
File:
View File
Plan Administrator / Signatory:
EDWARD ROJAS(Plan administrator)
Plan Year:
2019
Number Of Participants:
10
Plan Name:
401(K)
Sponsor's telephone number:
4258912200
File:
View File
Plan Administrator / Signatory:
EDWARD ROJAS(Plan administrator)

Paycheck Protection Program

Jobs Reported:
15
Initial Approval Amount:
$247,000
Date Approved:
2020-04-16
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$247,000
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
$250,952
Servicing Lender:
Loan Source Incorporated
Use of Proceeds:
Payroll: $247,000

Trademarks

Serial Number:
88446274
Mark:
UPWELL EDGE
Status:
Registered. The registration date is used to determine when post-regi...
Mark Type:
Service Mark
Application Filing Date:
2019-05-24
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
UPWELL EDGE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Mortgage banking
First Use:
2019-06-12
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
87441964
Mark:
UPWELL
Status:
A Sections 8 and 15 combined declaration has been accepted and acknowl...
Mark Type:
Service Mark
Application Filing Date:
2017-05-09
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
UPWELL
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Mortgage banking
First Use:
2017-07-17
International Classes:
036 - Primary Class
Class Status:
ACTIVE
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