PPP Loan information for Financial independence planning, llc

$150,200

Financial independence planning, llc was initially approved for PPP Loan of amount $150,200, the current approved amount is $150,200. The loan was approved on 04/28/2020 by The Univest Bank and Trust Co. reported 13 jobs and $150,200 was used to fund payroll.

Financial independence planning, llc is Existing or more than 2 years old

FINANCIAL INDEPENDENCE PLANNING, LLC

Date Approved

04/28/2020

SBA Office Code

0303

Processing Method

PPP

Borrower Name

FINANCIAL INDEPENDENCE PLANNING, LLC

Borrower Address

1495 Alan Wood Road Suite 100

Borrower City

Conshohocken

Borrower State

PA

Borrower Zip

19428

Loan Status Date

01/22/2022

Loan Status

Paid in Full

Term

24

SBA Guaranty Percentage

100

Initial Approval Amount

150200.00

Current Approval Amount

150200.00

Undisbursed Amount

0.00

Franchise Name

Servicing Lender Location Id

65350

Servicing Lender Name

Univest Bank and Trust Co.

Servicing Lender Address

14 N Main St

Servicing Lender City

SOUDERTON

Servicing Lender State

PA

Servicing Lender Zip

18964-1713

Rural Urban Indicator

U

Hubzone Indicator

N

HLMI Indicator

N

Business Age Description

Existing or more than 2 years old

Project City

Conshohocken

Project County Name

MONTGOMERY

Project State

PA

Project Zip

19428-0001

CD

PA-04

Jobs Reported

13

NAICS Code

523930

Race

Unanswered

Ethnicity

Not Hispanic or Latino

Utilities Proceed

0.00

Payroll Proceed

150200.00

Mortgage Interest Proceed

0.00

Rent Proceed

0.00

Refinance EIDL Proceed

0.00

Health Care Proceed

0.00

Debt Interest Proceed

0

Business Type

Limited Liability Company(LLC)

Originating Lender Location Id

65350

Originating Lender

Univest Bank and Trust Co.

Originating Lender City

SOUDERTON

Originating Lender State

PA

Gender

Male Owned

Veteran

Non-Veteran

Non Profit

Forgiveness Amount

151615.58

Forgiveness Date

04/21/2021

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