Insight Wealth Strategies, LLC

$494,325 PPP Loan in San Ramon, California

Loan Details

Loan Number
1677487702
Date Approved
May 1, 2020
Loan Status
Paid in Full
Initial Approval
$494,325
Current Approval
$494,325
Forgiveness Amount
$499,492
Forgiveness Date
May 21, 2021
Term
24 months
Draw
First Draw

Business Information

Business Name
Insight Wealth Strategies, LLC
Address
5000 Executive Pkwy Ste 420
ZIP Code
94583
Business Type
Limited Liability Company(llc)
Industry (NAICS)
Finance and Insurance (523930)
Business Age
Existing or more than 2 years old
Jobs Reported
16
Estimated Revenue
$8.2M
Rural/Urban
Urban
Congressional District
CA-10

Loan Use Breakdown

Payroll
$463,300
Health Care
$31,025

Lender Information

Servicing Lender
Jpmorgan Chase Bank, National Association
Originating Lender
Jpmorgan Chase Bank, National Association

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