PPP Loan information for Form wealth advisors llc

$133,800

Form wealth advisors llc was initially approved for PPP Loan of amount $133,800, the current approved amount is $133,800. The loan was approved on 04/29/2020 by The First-Citizens Bank & Trust Company reported 9 jobs and $133,800 was used to fund payroll.

Form wealth advisors llc is New Business or 2 years or less

PPP Loan Search / WI / Lake Geneva / Form wealth advisors llc

FORM WEALTH ADVISORS LLC

Date Approved

04/29/2020

SBA Office Code

0563

Processing Method

PPP

Borrower Name

FORM WEALTH ADVISORS LLC

Borrower Address

431 Geneva National Avenue S

Borrower City

Lake Geneva

Borrower State

WI

Borrower Zip

53147

Loan Status Date

01/20/2021

Loan Status

Paid in Full

Term

24

SBA Guaranty Percentage

100

Initial Approval Amount

133800.00

Current Approval Amount

133800.00

Undisbursed Amount

0.00

Franchise Name

Servicing Lender Location Id

51009

Servicing Lender Name

First-Citizens Bank & Trust Company

Servicing Lender Address

100 E. Tryon Rd DAC - 90

Servicing Lender City

Raleigh

Servicing Lender State

NC

Servicing Lender Zip

27603-3581

Rural Urban Indicator

R

Hubzone Indicator

N

HLMI Indicator

N

Business Age Description

New Business or 2 years or less

Project City

Lake Geneva

Project County Name

WALWORTH

Project State

WI

Project Zip

53147-0001

CD

WI-01

Jobs Reported

9

NAICS Code

523930

Race

Unanswered

Ethnicity

Unknown/NotStated

Utilities Proceed

0.00

Payroll Proceed

133800.00

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

51009

Originating Lender

First-Citizens Bank & Trust Company

Originating Lender City

Raleigh

Originating Lender State

NC

Gender

Unanswered

Veteran

Unanswered

Non Profit

Forgiveness Amount

134595.37

Forgiveness Date

12/02/2020

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