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  5. Unified Mortgage Corporation

Unified Mortgage Corporation

Company Details

Name: Unified Mortgage Corporation
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 11 Sep 2017 (7 years ago)
Entity Number: 20171687535
ZIP code: 80026
County: Boulder County
Place of Formation: COLORADO
Principal Address: 75 Waneka Pkwy Lafayette CO 80026 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UNIFIED MORTGAGE CORPORATION 401(K) PLAN 2023 822750377 2024-05-03 UNIFIED MORTGAGE CORPORATION 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-12-21
Business code 522292
Sponsor’s telephone number 7204201040
Plan sponsor’s address 950 S CHERRY STREET, SUITE 916, DENVER, CO, 80246

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2024-05-03
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
UNIFIED MORTGAGE CORPORATION 401(K) PLAN 2022 822750377 2023-06-26 UNIFIED MORTGAGE CORPORATION 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-12-21
Business code 522292
Sponsor’s telephone number 7204201040
Plan sponsor’s address 950 S CHERRY STREET, SUITE 916, DENVER, CO, 80246

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2023-06-26
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
UNIFIED MORTGAGE CORPORATION 401(K) PLAN 2021 822750377 2022-09-30 UNIFIED MORTGAGE CORPORATION 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-12-21
Business code 522292
Sponsor’s telephone number 7204201040
Plan sponsor’s address 950 S CHERRY STREET, SUITE 916, DENVER, CO, 80246

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2022-09-29
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
UNIFIED MORTGAGE CORPORATION 401(K) PLAN 2020 822750377 2021-06-15 UNIFIED MORTGAGE CORPORATION 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-12-21
Business code 522292
Plan sponsor’s address 950 S CHERRY STREET, SUITE 916, DENVER, CO, 80246

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2021-06-15
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
UNIFIED MORTGAGE CORPORATION 401(K) PLAN 2019 822750377 2020-06-23 UNIFIED MORTGAGE CORPORATION 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-12-21
Business code 522292
Plan sponsor’s address 950 S CHERRY STREET, SUITE 916, DENVER, CO, 80246

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2020-06-23
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
UNIFIED MORTGAGE CORPORATION 401(K) PLAN 2018 822750377 2020-05-18 UNIFIED MORTGAGE CORPORATION 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-12-21
Business code 522292
Sponsor’s telephone number 7204201040
Plan sponsor’s address 950 S CHERRY STREET, SUITE 916, DENVER, CO, 80246

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2020-05-18
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
UNIFIED MORTGAGE CORPORATION 401(K) PLAN 2018 822750377 2019-07-23 UNIFIED MORTGAGE CORPORATION 2
Three-digit plan number (PN) 001
Effective date of plan 2017-12-21
Business code 522292
Sponsor’s telephone number 7204201040
Plan sponsor’s address 950 S CHERRY STREET, SUITE 916, DENVER, CO, 80246

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2019-07-23
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
UNIFIED MORTGAGE CORPORATION 401(K) PLAN 2017 822750377 2018-07-27 UNIFIED MORTGAGE CORPORATION 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-12-21
Business code 522292
Sponsor’s telephone number 7204201040
Plan sponsor’s address 950 S CHERRY STREET, SUITE 916, DENVER, CO, 80246

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2018-07-27
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Sean Eric Mahoney Agent 75 Waneka Pkwy Lafayette CO 80026 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241914996 File Report 2024-08-28 2024-08-28 No data Principal address changed, Change in registered agent information
20231969112 File Report 2023-09-21 2023-09-21 No data Principal address changed, Change in registered agent information
20228157897 File Report 2022-11-28 2022-11-28 No data Principal address changed, Change in registered agent information
20218135880 File Report 2021-12-01 2021-12-01 No data No data
20201830083 File Report 2020-09-24 2020-09-24 No data No data
20191850139 File Report 2019-10-24 2019-10-24 No data No data
20181938344 File Report 2018-11-30 2018-11-30 No data Change of Entity Address
20171687535 Form a Profit Corporation 2017-09-11 2017-09-11 Unified Mortgage Corporation No data

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Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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