Date Approved
03/09/2021
SBA Office Code
0883
Processing Method
PPS
Borrower Name
KEYSTONE WEALTH MANAGEMENT & ESTATE PLANNING INC.
Borrower Address
1192 E 3200 S
Borrower City
Bountiful
Borrower State
UT
Borrower Zip
84010-3239
Loan Status Date
10/06/2021
Loan Status
Paid in Full
Term
60
SBA Guaranty Percentage
100
Initial Approval Amount
10000.00
Current Approval Amount
Undisbursed Amount
0.00
Franchise Name
Servicing Lender Location Id
106855
Servicing Lender Name
Deseret First FCU
Servicing Lender Address
3999 W Parkway Blvd
Servicing Lender City
WEST VALLEY CITY
Servicing Lender State
Servicing Lender Zip
84120-6480
Rural Urban Indicator
U
Hubzone Indicator
N
HLMI Indicator
Y
Business Age Description
Existing or more than 2 years old
Project City
Project County Name
DAVIS
Project State
Project Zip
CD
UT-02
Jobs Reported
1
NAICS Code
523930
Race
White
Ethnicity
Not Hispanic or Latino
Utilities Proceed
1.00
Payroll Proceed
9998.00
Mortgage Interest Proceed
Rent Proceed
Refinance EIDL Proceed
Health Care Proceed
Debt Interest Proceed
0
Business Type
Subchapter S Corporation
Originating Lender Location Id
Originating Lender
Originating Lender City
Originating Lender State
Gender
Male Owned
Veteran
Unanswered
Non Profit
Forgiveness Amount
10045.83
Forgiveness Date
08/24/2021