PPP Loan information for Wealth planning advisory group

$20,833

Wealth planning advisory group was initially approved for PPP Loan of amount $20,833, the current approved amount is $20,833. The loan was approved on 04/29/2020 by The Waterman Bank reported 1 jobs and $20,833 was used to fund payroll.

Wealth planning advisory group is Existing or more than 2 years old

PPP Loan Search / NJ / BERNARDSVILLE / Wealth planning advisory group

WEALTH PLANNING ADVISORY GROUP

Date Approved

04/29/2020

SBA Office Code

0299

Processing Method

PPP

Borrower Name

WEALTH PLANNING ADVISORY GROUP

Borrower Address

59 MINE BROOK RD SUITE 201

Borrower City

BERNARDSVILLE

Borrower State

NJ

Borrower Zip

07924-2430

Loan Status Date

04/09/2021

Loan Status

Paid in Full

Term

24

SBA Guaranty Percentage

100

Initial Approval Amount

20833.00

Current Approval Amount

20833.00

Undisbursed Amount

0.00

Franchise Name

Servicing Lender Location Id

22805

Servicing Lender Name

Waterman Bank

Servicing Lender Address

248 W Lincoln Hwy

Servicing Lender City

WATERMAN

Servicing Lender State

IL

Servicing Lender Zip

60556

Rural Urban Indicator

U

Hubzone Indicator

N

HLMI Indicator

N

Business Age Description

Existing or more than 2 years old

Project City

BERNARDSVILLE

Project County Name

SOMERSET

Project State

NJ

Project Zip

07924-2430

CD

NJ-07

Jobs Reported

1

NAICS Code

523930

Race

Asian

Ethnicity

Not Hispanic or Latino

Utilities Proceed

0.00

Payroll Proceed

20833.00

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

22805

Originating Lender

Waterman Bank

Originating Lender City

WATERMAN

Originating Lender State

IL

Gender

Male Owned

Veteran

Non-Veteran

Non Profit

Forgiveness Amount

21011.24

Forgiveness Date

03/15/2021

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