Date Approved
05/01/2020
SBA Office Code
1013
Processing Method
PPP
Borrower Name
SUMMIT WEALTH MANAGEMENT, INC.
Borrower Address
6625 WAGNER WAY
Borrower City
GIG HARBOR
Borrower State
WA
Borrower Zip
98335
Loan Status Date
02/11/2021
Loan Status
Paid in Full
Term
24
SBA Guaranty Percentage
100
Initial Approval Amount
62727.00
Current Approval Amount
Undisbursed Amount
0.00
Franchise Name
Servicing Lender Location Id
74370
Servicing Lender Name
Kitsap Bank
Servicing Lender Address
619 Bay St
Servicing Lender City
PORT ORCHARD
Servicing Lender State
Servicing Lender Zip
98366-5307
Rural Urban Indicator
U
Hubzone Indicator
N
HLMI Indicator
Business Age Description
Existing or more than 2 years old
Project City
Project County Name
PIERCE
Project State
Project Zip
98335-0001
CD
WA-06
Jobs Reported
5
NAICS Code
523930
Race
Unanswered
Ethnicity
Unknown/NotStated
Utilities Proceed
Payroll Proceed
Mortgage Interest Proceed
Rent Proceed
Refinance EIDL Proceed
Health Care Proceed
Debt Interest Proceed
0
Business Type
Corporation
Originating Lender Location Id
Originating Lender
Originating Lender City
Originating Lender State
Gender
Veteran
Non Profit
Forgiveness Amount
63180.03
Forgiveness Date
01/20/2021