PPP Loan information for Heritage financial services, llc

$765,200

Heritage financial services, llc was initially approved for PPP Loan of amount $536,500, the current approved amount is $765,200. The loan was approved on 04/09/2020 by The Needham Bank reported 34 jobs and $765,200 was used to fund payroll.

Heritage financial services, llc is Existing or more than 2 years old

PPP Loan Search / MA / WESTWOOD / Heritage financial services, llc

HERITAGE FINANCIAL SERVICES, LLC

Date Approved

04/09/2020

SBA Office Code

0101

Processing Method

PPP

Borrower Name

HERITAGE FINANCIAL SERVICES, LLC

Borrower Address

100 LOWDER BROOK DR

Borrower City

WESTWOOD

Borrower State

MA

Borrower Zip

02090-1124

Loan Status Date

06/04/2021

Loan Status

Paid in Full

Term

24

SBA Guaranty Percentage

100

Initial Approval Amount

536500.00

Current Approval Amount

765200.00

Undisbursed Amount

0.00

Franchise Name

Servicing Lender Location Id

89236

Servicing Lender Name

Needham Bank

Servicing Lender Address

1063 Great Plain Ave

Servicing Lender City

NEEDHAM

Servicing Lender State

MA

Servicing Lender Zip

02492-2302

Rural Urban Indicator

U

Hubzone Indicator

N

HLMI Indicator

N

Business Age Description

Existing or more than 2 years old

Project City

WESTWOOD

Project County Name

NORFOLK

Project State

MA

Project Zip

02090-1124

CD

MA-08

Jobs Reported

34

NAICS Code

523991

Race

Asian

Ethnicity

Not Hispanic or Latino

Utilities Proceed

0.00

Payroll Proceed

765200.00

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

89236

Originating Lender

Needham Bank

Originating Lender City

NEEDHAM

Originating Lender State

MA

Gender

Female Owned

Veteran

Non-Veteran

Non Profit

Forgiveness Amount

759794.13

Forgiveness Date

12/15/2020

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