PPP Loan information for Wealth management and retirement planning, inc

$17,400

Wealth management and retirement planning, inc was initially approved for PPP Loan of amount $17,400, the current approved amount is $17,400. The loan was approved on 04/28/2020 by The Bank of the Mountains, Inc. reported 1 jobs and $17,400 was used to fund payroll.

Wealth management and retirement planning, inc is Existing or more than 2 years old

PPP Loan Search / KY / MOREHEAD / Wealth management and retirement planning, inc

WEALTH MANAGEMENT AND RETIREMENT PLANNING, INC

Date Approved

04/28/2020

SBA Office Code

0457

Processing Method

PPP

Borrower Name

WEALTH MANAGEMENT AND RETIREMENT PLANNING, INC

Borrower Address

118 Lewis Street

Borrower City

MOREHEAD

Borrower State

KY

Borrower Zip

40351-1485

Loan Status Date

12/24/2020

Loan Status

Paid in Full

Term

24

SBA Guaranty Percentage

100

Initial Approval Amount

17400.00

Current Approval Amount

17400.00

Undisbursed Amount

0.00

Franchise Name

Servicing Lender Location Id

27970

Servicing Lender Name

Bank of the Mountains, Inc.

Servicing Lender Address

204 Court St

Servicing Lender City

WEST LIBERTY

Servicing Lender State

KY

Servicing Lender Zip

41472-1118

Rural Urban Indicator

R

Hubzone Indicator

Y

HLMI Indicator

N

Business Age Description

Existing or more than 2 years old

Project City

MOREHEAD

Project County Name

ROWAN

Project State

KY

Project Zip

40351-1485

CD

KY-05

Jobs Reported

1

NAICS Code

523930

Race

Unanswered

Ethnicity

Unknown/NotStated

Utilities Proceed

1740.00

Payroll Proceed

13920.00

Mortgage Interest Proceed

0.00

Rent Proceed

1740.00

Refinance EIDL Proceed

0.00

Health Care Proceed

0.00

Debt Interest Proceed

0

Business Type

Subchapter S Corporation

Originating Lender Location Id

27970

Originating Lender

Bank of the Mountains, Inc.

Originating Lender City

WEST LIBERTY

Originating Lender State

KY

Gender

Unanswered

Veteran

Unanswered

Non Profit

Forgiveness Amount

16472.79

Forgiveness Date

10/15/2020

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