| Entity Name: | THE MORTGAGE FIRM, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: | Domestic Profit |
| Status: | Active |
| Date Filed: | 17 Nov 1995 (29 years ago) |
| Document Number: | P95000088826 |
| FEI/EIN Number | 593345547 |
| Address: | 921 DOUGLAS AVE - STE. 200, ALTAMONTE SPRINGS, FL, 32714, US |
| Mail Address: | 921 DOUGLAS AVE - STE. 200, ALTAMONTE SPRINGS, FL, 32714, US |
| ZIP code: | 32714 |
| County: | Seminole |
| Place of Formation: | FLORIDA |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | THE MORTGAGE FIRM, INC., MISSISSIPPI | 1221838 | MISSISSIPPI |
| Headquarter of | THE MORTGAGE FIRM, INC., ALABAMA | 000-512-398 | ALABAMA |
| Headquarter of | THE MORTGAGE FIRM, INC., KENTUCKY | 1039300 | KENTUCKY |
| Headquarter of | THE MORTGAGE FIRM, INC., COLORADO | 20161085264 | COLORADO |
| Headquarter of | THE MORTGAGE FIRM, INC., CONNECTICUT | 2428652 | CONNECTICUT |
| Headquarter of | THE MORTGAGE FIRM, INC., ILLINOIS | CORP_73055415 | ILLINOIS |
| LEI number | Registered As | Jurisdiction Of Formation | General Category | Entity Status | Entity created at | |||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 5493007CXTOHZ2JBEJ61 | P95000088826 | US-FL | GENERAL | ACTIVE | 1995-11-16 | |||||||||||||||||||
|
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| Legal | 3458 Lakeshore Drive, Tallahassee, US-FL, US, 32312 |
| Headquarters | 921 Douglas Avenue, Suite 200, Altamonte Springs, US-FL, US, 32714 |
Registration details
| Registration Date | 2017-06-14 |
| Last Update | 2024-06-27 |
| Status | LAPSED |
| Next Renewal | 2024-06-26 |
| LEI Issuer | 5493001KJTIIGC8Y1R12 |
| Corroboration Level | FULLY_CORROBORATED |
| Data Validated As | P95000088826 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE MORTGAGE FIRM, INC. 401(K) PLAN | 2012 | 593345547 | 2013-04-09 | THE MORTGAGE FIRM, INC. | 109 | |||||||||||||||||||||||||||||||||||||||||||||
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| Administrator’s EIN | 593345547 |
| Plan administrator’s name | THE MORTGAGE FIRM, INC. |
| Plan administrator’s address | 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
| Administrator’s telephone number | 4075393476 |
Number of participants as of the end of the plan year
| Active participants | 156 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 11 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
| Number of participants with account balances as of the end of the plan year | 79 |
| Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 0 |
Signature of
| Role | Plan administrator |
| Date | 2013-04-09 |
| Name of individual signing | SHERI NEDLEY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2004-08-01 |
| Business code | 522292 |
| Sponsor’s telephone number | 4075393476 |
| Plan sponsor’s mailing address | 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
| Plan sponsor’s address | 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
Plan administrator’s name and address
| Administrator’s EIN | 593345547 |
| Plan administrator’s name | THE MORTGAGE FIRM, INC. |
| Plan administrator’s address | 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
| Administrator’s telephone number | 4075393476 |
Number of participants as of the end of the plan year
| Active participants | 100 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 9 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
| Number of participants with account balances as of the end of the plan year | 53 |
| Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 0 |
Signature of
| Role | Plan administrator |
| Date | 2012-06-06 |
| Name of individual signing | SHERI NEDLEY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2004-08-01 |
| Business code | 522292 |
| Sponsor’s telephone number | 4075393476 |
| Plan sponsor’s mailing address | 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
| Plan sponsor’s address | 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
Plan administrator’s name and address
| Administrator’s EIN | 593345547 |
| Plan administrator’s name | THE MORTGAGE FIRM, INC. |
| Plan administrator’s address | 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
| Administrator’s telephone number | 4075393476 |
Number of participants as of the end of the plan year
| Active participants | 61 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 7 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
| Number of participants with account balances as of the end of the plan year | 21 |
| Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 0 |
Signature of
| Role | Plan administrator |
| Date | 2011-08-02 |
| Name of individual signing | SHERI NEDLEY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2004-08-01 |
| Business code | 522292 |
| Sponsor’s telephone number | 4075393476 |
| Plan sponsor’s mailing address | 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
| Plan sponsor’s address | 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
Plan administrator’s name and address
| Administrator’s EIN | 593345547 |
| Plan administrator’s name | THE MORTGAGE FIRM, INC. |
| Plan administrator’s address | 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
| Administrator’s telephone number | 4075393476 |
Number of participants as of the end of the plan year
| Active participants | 42 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 7 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
| Number of participants with account balances as of the end of the plan year | 19 |
| Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 0 |
Signature of
| Role | Plan administrator |
| Date | 2010-06-02 |
| Name of individual signing | SHERI NEDLEY |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| INCORP SERVICES, INC. | Agent |
| Name | Role | Address |
|---|---|---|
| STEWART RUSS | Chief Financial Officer | 1101 VENETIAN AVE, ORLANDO, FL, 32804 |
| Name | Role | Address |
|---|---|---|
| PIERSON TODD D | President | 3450 ASHTON OAKS COVE, LONGWOOD, FL, 32779 |
| Name | Role | Address |
|---|---|---|
| Lindquist Brett C | Chief Executive Officer | 1807 Palm View Ct, Longwood, FL, 32779 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G23000131626 | LO DIRECT POWERED BY THE MORTGAGE FIRM | ACTIVE | 2023-10-25 | 2028-12-31 | No data | 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
| G23000078971 | SYNERGY MORTGAGE POWERED BY THE MORTGAGE FIRM, INC. | ACTIVE | 2023-07-03 | 2028-12-31 | No data | 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
| G23000077973 | OASIS MORTGAGE POWERED BY THE MORTGAGE FIRM, INC. | ACTIVE | 2023-06-29 | 2028-12-31 | No data | 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
| G20000124378 | CORNERSTONE MORTGAGE SOLUTIONS POWERED BY THE MORTGAGE FIRM | ACTIVE | 2020-09-24 | 2025-12-31 | No data | 921 DOUGLAS AVE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
| G20000112983 | STANDARD MORTGAGE POWERED BY THE MORTGAGE FIRM, INC. | ACTIVE | 2020-08-31 | 2025-12-31 | No data | 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
| G20000008214 | FAMILY MORTGAGE TEAM | ACTIVE | 2020-01-17 | 2025-12-31 | No data | 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
| G19000039503 | THE MORTGAGE FIRM, INC., A CORPORATION | EXPIRED | 2019-03-27 | 2024-12-31 | No data | 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
| G18000106143 | THE MORTGAGE FIRM | ACTIVE | 2018-09-27 | 2028-12-31 | No data | 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
| G18000062491 | MORTGAGE PROFESSIONALS POWERED BY THE MORTGAGE FIRM | ACTIVE | 2018-05-25 | 2028-12-31 | No data | 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
| G17000051720 | LEAP MORTGAGE | EXPIRED | 2017-05-10 | 2022-12-31 | No data | 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714 |
Date of last update: 02 Jan 2025
Sources: Florida Department of State
