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UPTOWN MORTGAGE, LLC

Headquarter

Company Details

Name: UPTOWN MORTGAGE, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 05 Jan 2000 (25 years ago)
Entity Number: 20001002258
ZIP code: 80204
County: Denver County
Place of Formation: COLORADO
Principal Address: 1350 Lawrence St Ste 100 Denver CO 80204 US

Links between entities

Type Company Name Company Number State
Headquarter of UPTOWN MORTGAGE, LLC, MINNESOTA c2e6c9f4-6bc3-ed11-9069-00155d01c614 MINNESOTA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UPTOWN MORTGAGE, LLC 401(K) PLAN 2023 841526896 2024-09-17 UPTOWN MORTGAGE, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522292
Sponsor’s telephone number 3038395262
Plan sponsor’s address 1350 LAWRENCE ST., SUITE 100, DENVER, CO, 80204
UPTOWN MORTGAGE, LLC CASH BALANCE PLAN 2023 841526896 2024-09-10 UPTOWN MORTGAGE, LLC 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 522292
Sponsor’s telephone number 3038395262
Plan sponsor’s address 1350 LAWRENCE ST., SUITE 100, DENVER, CO, 80204
UPTOWN MORTGAGE, LLC 401(K) PLAN 2022 841526896 2023-09-21 UPTOWN MORTGAGE, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522292
Sponsor’s telephone number 3038395262
Plan sponsor’s address 1350 LAWRENCE ST., SUITE 100, DENVER, CO, 80204

Signature of

Role Plan administrator
Date 2023-09-21
Name of individual signing LANA JERN
Valid signature Filed with authorized/valid electronic signature
UPTOWN MORTGAGE, LLC CASH BALANCE PLAN 2022 841526896 2023-10-13 UPTOWN MORTGAGE, LLC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 522292
Sponsor’s telephone number 3038395262
Plan sponsor’s address 1350 LAWRENCE ST., SUITE 100, DENVER, CO, 80204

Signature of

Role Plan administrator
Date 2023-10-13
Name of individual signing LANA JERN
Valid signature Filed with authorized/valid electronic signature
UPTOWN MORTGAGE, LLC 401(K) PLAN 2021 841526896 2022-08-02 UPTOWN MORTGAGE, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522292
Sponsor’s telephone number 3038395262
Plan sponsor’s address 1350 LAWRENCE ST., SUITE 100, DENVER, CO, 80204

Signature of

Role Plan administrator
Date 2022-08-02
Name of individual signing LANA JERN
Valid signature Filed with authorized/valid electronic signature
UPTOWN MORTGAGE, LLC CASH BALANCE PLAN 2021 841526896 2022-10-05 UPTOWN MORTGAGE, LLC 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 522292
Sponsor’s telephone number 3038395262
Plan sponsor’s address 1350 LAWRENCE ST., SUITE 100, DENVER, CO, 80204

Signature of

Role Plan administrator
Date 2022-10-05
Name of individual signing LANA JERN
Valid signature Filed with authorized/valid electronic signature
UPTOWN MORTGAGE, LLC 401(K) PLAN 2020 841526896 2021-08-24 UPTOWN MORTGAGE, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522292
Sponsor’s telephone number 3038395262
Plan sponsor’s address 1350 LAWRENCE ST., SUITE 100, DENVER, CO, 80204

Signature of

Role Plan administrator
Date 2021-08-24
Name of individual signing LANA JERN
Valid signature Filed with authorized/valid electronic signature
UPTOWN MORTGAGE, LLC CASH BALANCE PLAN 2020 841526896 2021-07-30 UPTOWN MORTGAGE, LLC 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 522292
Sponsor’s telephone number 3038395262
Plan sponsor’s address 1350 LAWRENCE ST., SUITE 100, DENVER, CO, 80204

Signature of

Role Plan administrator
Date 2021-07-30
Name of individual signing LANA JERN
Valid signature Filed with authorized/valid electronic signature
UPTOWN MORTGAGE, LLC CASH BALANCE PLAN 2019 841526896 2020-10-08 UPTOWN MORTGAGE, LLC 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 522292
Sponsor’s telephone number 3038395262
Plan sponsor’s address 1350 LAWRENCE ST., SUITE 100, DENVER, CO, 80204

Signature of

Role Plan administrator
Date 2020-10-08
Name of individual signing LANA JERN
Valid signature Filed with authorized/valid electronic signature
UPTOWN MORTGAGE, LLC 401(K) PLAN 2019 841526896 2020-10-08 UPTOWN MORTGAGE, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522292
Sponsor’s telephone number 3038395262
Plan sponsor’s address 1350 LAWRENCE ST., SUITE 100, DENVER, CO, 80204

Signature of

Role Plan administrator
Date 2020-10-08
Name of individual signing LANA JERN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
LANA M. JERN Agent 1350 Lawrence St Ste 100 Denver CO 80204 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241600918 File Report 2024-05-31 2024-05-31 No data Principal address changed, Change in registered agent information
20231553559 File Report 2023-05-23 2023-05-23 No data Principal address changed, Change in registered agent information
20221508001 File Report 2022-05-23 2022-05-23 No data No data
20211504739 File Report 2021-05-26 2021-05-26 No data No data
20201473980 File Report 2020-05-28 2020-05-28 No data No data
20191427275 File Report 2019-05-23 2019-05-23 No data No data
20181407781 File Report 2018-05-23 2018-05-23 No data Removed entity mailing address;
20181292124 Statement of Change to Add an Attachment 2018-04-05 2018-04-05 No data Change to add an attachment
20171507446 Statement Curing Delinquency 2017-06-30 2017-06-30 No data No data
20171032861 Statement of Change Changing the Principal Office Address 2017-01-13 2017-01-13 No data Principal address changed;

Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State