PPP Loan information for Sumner wealth management group

$12,500

Sumner wealth management group was initially approved for PPP Loan of amount $12,500, the current approved amount is $12,500. The loan was approved on 07/31/2020 by The First Interstate Bank reported 1 jobs and $12,500 was used to fund payroll.

Sumner wealth management group is Existing or more than 2 years old

PPP Loan Search / OR / LAKE OSWEGO / Sumner wealth management group

SUMNER WEALTH MANAGEMENT GROUP

Date Approved

07/31/2020

SBA Office Code

1086

Processing Method

PPP

Borrower Name

SUMNER WEALTH MANAGEMENT GROUP

Borrower Address

4800 Meadows Road STE 210

Borrower City

LAKE OSWEGO

Borrower State

OR

Borrower Zip

97035-3283

Loan Status Date

03/17/2021

Loan Status

Paid in Full

Term

60

SBA Guaranty Percentage

100

Initial Approval Amount

12500.00

Current Approval Amount

12500.00

Undisbursed Amount

0.00

Franchise Name

Servicing Lender Location Id

41844

Servicing Lender Name

First Interstate Bank

Servicing Lender Address

401 N 31st St

Servicing Lender City

BILLINGS

Servicing Lender State

MT

Servicing Lender Zip

59101-1200

Rural Urban Indicator

U

Hubzone Indicator

N

HLMI Indicator

N

Business Age Description

Existing or more than 2 years old

Project City

LAKE OSWEGO

Project County Name

CLACKAMAS

Project State

OR

Project Zip

97035-3283

CD

OR-05

Jobs Reported

1

NAICS Code

523930

Race

Unanswered

Ethnicity

Unknown/NotStated

Utilities Proceed

0.00

Payroll Proceed

12500.00

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

Corporation

Originating Lender Location Id

41844

Originating Lender

First Interstate Bank

Originating Lender City

BILLINGS

Originating Lender State

MT

Gender

Unanswered

Veteran

Unanswered

Non Profit

Forgiveness Amount

11526.15

Forgiveness Date

10/27/2020

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