PPP Loan information for Whelan & associates wealth management company

Date Approved

03/27/2021

SBA Office Code

0761

Processing Method

PPP

Borrower Name

WHELAN & ASSOCIATES WEALTH MANAGEMENT COMPANY

Borrower Address

14225 University Ave Ste 200

Borrower City

Waukee

Borrower State

IA

Borrower Zip

50263-8294

Loan Status Date

10/08/2021

Loan Status

Paid in Full

Term

60

SBA Guaranty Percentage

100

Initial Approval Amount

49167.00

Current Approval Amount

49167.00

Undisbursed Amount

0.00

Franchise Name

Servicing Lender Location Id

22703

Servicing Lender Name

Savanna-Thomson State Bank, A Division of Fidelity Bank

Servicing Lender Address

2006 Illinois Rte 84

Servicing Lender City

THOMSON

Servicing Lender State

IL

Servicing Lender Zip

61285-7593

Rural Urban Indicator

R

Hubzone Indicator

N

HLMI Indicator

N

Business Age Description

Existing or more than 2 years old

Project City

Waukee

Project County Name

DALLAS

Project State

IA

Project Zip

50263-8294

CD

IA-03

Jobs Reported

3

NAICS Code

523120

Race

Unanswered

Ethnicity

Unknown/NotStated

Utilities Proceed

1.00

Payroll Proceed

49161.00

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

Subchapter S Corporation

Originating Lender Location Id

22703

Originating Lender

Savanna-Thomson State Bank, A Division of Fidelity Bank

Originating Lender City

THOMSON

Originating Lender State

IL

Gender

Male Owned

Veteran

Non-Veteran

Non Profit

Forgiveness Amount

49395.67

Forgiveness Date

09/14/2021