PPP Loan information for Balanced wealth planning, inc

$56,026

Balanced wealth planning, inc was initially approved for PPP Loan of amount $56,026, the current approved amount is $56,026. The loan was approved on 04/15/2020 by The Axos Bank reported 5 jobs and $56,026 was used to fund payroll.

Balanced wealth planning, inc is New Business or 2 years or less

PPP Loan Search / CA / SANTA BARBARA / Balanced wealth planning, inc

BALANCED WEALTH PLANNING, INC

Date Approved

04/15/2020

SBA Office Code

0914

Processing Method

PPP

Borrower Name

BALANCED WEALTH PLANNING, INC

Borrower Address

55 S La Cumbre Rd #12

Borrower City

SANTA BARBARA

Borrower State

CA

Borrower Zip

93105-6125

Loan Status Date

04/08/2022

Loan Status

Paid in Full

Term

24

SBA Guaranty Percentage

100

Initial Approval Amount

56026.00

Current Approval Amount

56026.00

Undisbursed Amount

0.00

Franchise Name

Servicing Lender Location Id

124650

Servicing Lender Name

Axos Bank

Servicing Lender Address

4350 La Jolla Village Dr, Ste 140

Servicing Lender City

SAN DIEGO

Servicing Lender State

CA

Servicing Lender Zip

92122-1244

Rural Urban Indicator

U

Hubzone Indicator

N

HLMI Indicator

N

Business Age Description

New Business or 2 years or less

Project City

SANTA BARBARA

Project County Name

SANTA BARBARA

Project State

CA

Project Zip

93105-6125

CD

CA-24

Jobs Reported

5

NAICS Code

523999

Race

Unanswered

Ethnicity

Unknown/NotStated

Utilities Proceed

1230.00

Payroll Proceed

51496.00

Mortgage Interest Proceed

0.00

Rent Proceed

3300.00

Refinance EIDL Proceed

0.00

Health Care Proceed

0.00

Debt Interest Proceed

0

Business Type

Subchapter S Corporation

Originating Lender Location Id

124650

Originating Lender

Axos Bank

Originating Lender City

SAN DIEGO

Originating Lender State

CA

Gender

Unanswered

Veteran

Unanswered

Non Profit

Forgiveness Amount

56338.81

Forgiveness Date

11/05/2020

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