PPP Loan information for Next level planning & wealth management

$186,400

Next level planning & wealth management was initially approved for PPP Loan of amount $186,400, the current approved amount is $186,400. The loan was approved on 04/13/2020 by The Associated Bank, National Association reported 18 jobs and $186,400 was used to fund payroll.

Next level planning & wealth management is Existing or more than 2 years old

PPP Loan Search / WI / BROOKFIELD / Next level planning & wealth management

NEXT LEVEL PLANNING & WEALTH MANAGEMENT

Date Approved

04/13/2020

SBA Office Code

0563

Processing Method

PPP

Borrower Name

NEXT LEVEL PLANNING & WEALTH MANAGEMENT

Borrower Address

325 N CORPORATE DR SUITE 120

Borrower City

BROOKFIELD

Borrower State

WI

Borrower Zip

53045-5801

Loan Status Date

06/09/2021

Loan Status

Paid in Full

Term

24

SBA Guaranty Percentage

100

Initial Approval Amount

186400.00

Current Approval Amount

186400.00

Undisbursed Amount

0.00

Franchise Name

Servicing Lender Location Id

75939

Servicing Lender Name

Associated Bank, National Association

Servicing Lender Address

200 N Adams St

Servicing Lender City

GREEN BAY

Servicing Lender State

WI

Servicing Lender Zip

54301-5142

Rural Urban Indicator

U

Hubzone Indicator

N

HLMI Indicator

N

Business Age Description

Existing or more than 2 years old

Project City

BROOKFIELD

Project County Name

WAUKESHA

Project State

WI

Project Zip

53045-5801

CD

WI-05

Jobs Reported

18

NAICS Code

523930

Race

Unanswered

Ethnicity

Unknown/NotStated

Utilities Proceed

0.00

Payroll Proceed

186400.00

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

75939

Originating Lender

Associated Bank, National Association

Originating Lender City

GREEN BAY

Originating Lender State

WI

Gender

Unanswered

Veteran

Unanswered

Non Profit

Forgiveness Amount

188422.31

Forgiveness Date

05/18/2021

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