PPP Loan information for Tax & financial group insurance agency llc

Date Approved

04/10/2020

SBA Office Code

0920

Processing Method

PPP

Borrower Name

TAX & FINANCIAL GROUP INSURANCE AGENCY LLC

Borrower Address

4001 MACARTHUR BLVD Ste 300

Borrower City

NEWPORT BEACH

Borrower State

CA

Borrower Zip

92660-2505

Loan Status Date

04/22/2021

Loan Status

Paid in Full

Term

24

SBA Guaranty Percentage

100

Initial Approval Amount

696035.00

Current Approval Amount

695035.00

Undisbursed Amount

0.00

Franchise Name

Servicing Lender Location Id

4924

Servicing Lender Name

City National Bank

Servicing Lender Address

555 S Flower St

Servicing Lender City

LOS ANGELES

Servicing Lender State

CA

Servicing Lender Zip

90071-2300

Rural Urban Indicator

U

Hubzone Indicator

N

HLMI Indicator

N

Business Age Description

Existing or more than 2 years old

Project City

NEWPORT BEACH

Project County Name

ORANGE

Project State

CA

Project Zip

92660-2505

CD

CA-47

Jobs Reported

51

NAICS Code

524210

Race

White

Ethnicity

Not Hispanic or Latino

Utilities Proceed

0.00

Payroll Proceed

666165.00

Mortgage Interest Proceed

0.00

Rent Proceed

0.00

Refinance EIDL Proceed

0.00

Health Care Proceed

28870.00

Debt Interest Proceed

0

Business Type

Limited Liability Company(LLC)

Originating Lender Location Id

4924

Originating Lender

City National Bank

Originating Lender City

LOS ANGELES

Originating Lender State

CA

Gender

Male Owned

Veteran

Non-Veteran

Non Profit

Forgiveness Amount

701661.64

Forgiveness Date

04/08/2021