PPP Loan information for The wealth planning group

$79,225

The wealth planning group was initially approved for PPP Loan of amount $79,225, the current approved amount is $79,225. The loan was approved on 05/05/2020 by The Truist Bank reported 1 jobs and $79,225 was used to fund payroll.

The wealth planning group is Existing or more than 2 years old

PPP Loan Search / FL / FORT MYERS / The wealth planning group

THE WEALTH PLANNING GROUP

Date Approved

05/05/2020

SBA Office Code

0455

Processing Method

PPP

Borrower Name

THE WEALTH PLANNING GROUP

Borrower Address

12800 University Drive, Ste. 285

Borrower City

FORT MYERS

Borrower State

FL

Borrower Zip

33907-5338

Loan Status Date

04/21/2021

Loan Status

Paid in Full

Term

24

SBA Guaranty Percentage

100

Initial Approval Amount

79225.00

Current Approval Amount

79225.00

Undisbursed Amount

0.00

Franchise Name

Servicing Lender Location Id

225134

Servicing Lender Name

Truist Bank

Servicing Lender Address

214 N Tryon St

Servicing Lender City

CHARLOTTE

Servicing Lender State

NC

Servicing Lender Zip

28202-1078

Rural Urban Indicator

U

Hubzone Indicator

N

HLMI Indicator

N

Business Age Description

Existing or more than 2 years old

Project City

FORT MYERS

Project County Name

LEE

Project State

FL

Project Zip

33907-5338

CD

FL-19

Jobs Reported

1

NAICS Code

523930

Race

Unanswered

Ethnicity

Unknown/NotStated

Utilities Proceed

0.00

Payroll Proceed

79225.00

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

225134

Originating Lender

Truist Bank

Originating Lender City

CHARLOTTE

Originating Lender State

NC

Gender

Unanswered

Veteran

Unanswered

Non Profit

Forgiveness Amount

79920.42

Forgiveness Date

03/25/2021

;