Wealthplan Advisors, LLC

$286,393 PPP Loan in Mesa, Arizona

Loan Details

Loan Number
2256107700
Date Approved
May 1, 2020
Loan Status
Paid in Full
Initial Approval
$286,393
Current Approval
$286,393
Forgiveness Amount
$289,862
Forgiveness Date
Jul 21, 2021
Term
24 months
Draw
First Draw

Business Information

Business Name
Wealthplan Advisors, LLC
Address
3911 E Northridge Cir
City
Mesa
State
Arizona
ZIP Code
85215
Business Type
Limited Liability Company(llc)
Industry (NAICS)
Finance and Insurance (523930)
Business Age
Existing or more than 2 years old
Jobs Reported
17
Estimated Revenue
$8.7M
Rural/Urban
Urban
Congressional District
AZ-04

Loan Use Breakdown

Payroll
$215,000
Rent
$71,393

Lender Information

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

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