Date Approved
04/10/2020
SBA Office Code
0156
Processing Method
PPP
Borrower Name
WEALTH PRESERVATION GROUP INC
Borrower Address
11A Pasco Dr
Borrower City
EAST WINDSOR
Borrower State
CT
Borrower Zip
06088-1707
Loan Status Date
06/15/2021
Loan Status
Paid in Full
Term
24
SBA Guaranty Percentage
100
Initial Approval Amount
39265.00
Current Approval Amount
39200.00
Undisbursed Amount
0.00
Franchise Name
Servicing Lender Location Id
33209
Servicing Lender Name
Berkshire Bank
Servicing Lender Address
99 North St
Servicing Lender City
PITTSFIELD
Servicing Lender State
MA
Servicing Lender Zip
01201-5114
Rural Urban Indicator
U
Hubzone Indicator
N
HLMI Indicator
Business Age Description
Existing or more than 2 years old
Project City
Project County Name
HARTFORD
Project State
Project Zip
CD
CT-01
Jobs Reported
3
NAICS Code
523920
Race
White
Ethnicity
Unknown/NotStated
Utilities Proceed
Payroll Proceed
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
Female Owned
Veteran
Non-Veteran
Non Profit
Forgiveness Amount
39600.59
Forgiveness Date
05/24/2021