Search results

Loans

Showing 47 of 47 results.
Description Business Name Business Type Industry + Sector Employees Date Approved Loan Amount Lender
$150K–$350K loan to LOCKE D BARKLEY, CHAPTER 13 TRUSTEE LOCKE D BARKLEY, CHAPTER 13 TRUSTEE
JACKSON, MS
Trust Pension Funds
Finance and Insurance
18 May 11, 2020 $150K–$350K American Express National Bank
$150K–$350K loan to APS PENSION & FINANCIAL SERVICES INC. APS PENSION & FINANCIAL SERVICES INC.
MELVILLE, NY
Pension Funds
Finance and Insurance
16 May 1, 2020 $150K–$350K JPMorgan Chase Bank, National Association
$150K–$350K loan to LEVERAGE LIFE, INC. LEVERAGE LIFE, INC.
SAN DIEGO, CA
S-Corp Pension Funds
Finance and Insurance
24 April 15, 2020 $150K–$350K City National Bank
$350K–$1M loan to IRON HOLDINGS LLC IRON HOLDINGS LLC
NORTHBROOK, IL
LLC Pension Funds
Finance and Insurance
34 April 7, 2020 $350K–$1M Republic Bank & Trust Company
$350K–$1M loan to MY RETIREMENT ACCOUNT SERVICES, LLC MY RETIREMENT ACCOUNT SERVICES, LLC
MURRAY, KY
LLC Pension Funds
Finance and Insurance
62 April 9, 2020 $350K–$1M Independence Bank of Kentucky
$150K–$350K loan to NOBLE-DAVIS CONSULTING SERVICES, INC. NOBLE-DAVIS CONSULTING SERVICES, INC.
SOLON, OH
Corporation Pension Funds
Finance and Insurance
20 April 14, 2020 $150K–$350K First National Bank of Pennsylvania
$1M–$2M loan to SLAVIC INTEGRATED ADMINISTRATION, INC. SLAVIC INTEGRATED ADMINISTRATION, INC.
BOCA RATON, FL
Corporation Pension Funds
Finance and Insurance
150 April 7, 2020 $1M–$2M Paradise Bank
$150K–$350K loan to THE SYNERGY GROUP, INC. THE SYNERGY GROUP, INC.
WHITE OAK, PA
Corporation Pension Funds
Finance and Insurance
14 April 14, 2020 $150K–$350K First Commonwealth Bank
$150K–$350K loan to COMPENSATION PLANNING INC COMPENSATION PLANNING INC
WARWICK, RI
Corporation Pension Funds
Finance and Insurance
13 April 10, 2020 $150K–$350K Bank Rhode Island
$150K–$350K loan to CREATIVE BENEFITS GROUP, LLC CREATIVE BENEFITS GROUP, LLC
NASHVILLE, TN
LLC Pension Funds
Finance and Insurance
10 April 8, 2020 $150K–$350K Paragon Bank
$150K–$350K loan to CMC RETIREMENT AND EMPLOYEE BENEFIT SPEC CMC RETIREMENT AND EMPLOYEE BENEFIT SPEC
GLENDALE, CA
Corporation Pension Funds
Finance and Insurance
May 3, 2020 $150K–$350K Wells Fargo Bank, National Association
$350K–$1M loan to PENSION CONSULTANTS, INC. PENSION CONSULTANTS, INC.
FARMINGTON, CT
S-Corp Pension Funds
Finance and Insurance
33 April 27, 2020 $350K–$1M Webster Bank, National Association
$150K–$350K loan to E.J. STEVENS INC. E.J. STEVENS INC.
TINLEY PARK, IL
Corporation Pension Funds
Finance and Insurance
6 April 27, 2020 $150K–$350K CIBC Bank USA
$150K–$350K loan to INTEGRATED PENSION SERVICES, INC. INTEGRATED PENSION SERVICES, INC.
LEOMINSTER, MA
Corporation Pension Funds
Finance and Insurance
12 April 4, 2020 $150K–$350K Main Street Bank
$350K–$1M loan to CREATIVE PLAN DESIGNS LTD CREATIVE PLAN DESIGNS LTD
EAST MEADOW, NY
Corporation Pension Funds
Finance and Insurance
22 April 27, 2020 $350K–$1M BNB Bank
$150K–$350K loan to PREMIER PLAN CONSULTANTS, INC. PREMIER PLAN CONSULTANTS, INC.
SAN DIEGO, CA
Corporation Pension Funds
Finance and Insurance
April 16, 2020 $150K–$350K Bank of Southern California, National Association
$150K–$350K loan to SERVANT SOLUTIONS INC SERVANT SOLUTIONS INC
ANDERSON, IN
Non-profit Pension Funds
Finance and Insurance
April 28, 2020 $150K–$350K First Merchants Bank
$350K–$1M loan to RETIREMENT PLANNERS & ADMINISTRATORS, INC RETIREMENT PLANNERS & ADMINISTRATORS, INC
FALLS CHURCH, VA
Corporation Pension Funds
Finance and Insurance
4 April 4, 2020 $350K–$1M MainStreet Bank
$150K–$350K loan to THE AIMPOINT GROUP LLC THE AIMPOINT GROUP LLC
LAUDERDALE BY THE SEA, FL
LLC Pension Funds
Finance and Insurance
21 April 16, 2020 $150K–$350K Seacoast National Bank
$150K–$350K loan to AFC PENSIONS, INC. AFC PENSIONS, INC.
NEEDHAM HEIGHTS, MA
Corporation Pension Funds
Finance and Insurance
12 April 5, 2020 $150K–$350K Equity Bank
$350K–$1M loan to CREATIVE RETIREMENT SYSTEMS, INC CREATIVE RETIREMENT SYSTEMS, INC
CINCINNATI, OH
Corporation Pension Funds
Finance and Insurance
27 April 14, 2020 $350K–$1M Fifth Third Bank
$150K–$350K loan to EIP CORP. EIP CORP.
OVERLAND PARK, KS
S-Corp Pension Funds
Finance and Insurance
12 April 28, 2020 $150K–$350K Bank of Blue Valley
$350K–$1M loan to IRA LOGIX, INC IRA LOGIX, INC
PITTSBURGH, PA
Corporation Pension Funds
Finance and Insurance
26 April 8, 2020 $350K–$1M Bremer Bank, National Association
$2M–$5M loan to THE RETIREMENT ADVANTAGE, INC. THE RETIREMENT ADVANTAGE, INC.
PORT WASHINGTON, WI
S-Corp Pension Funds
Finance and Insurance
April 7, 2020 $2M–$5M Associated Bank, National Association
$150K–$350K loan to OSBORNE & ASSOCIATES, INC. OSBORNE & ASSOCIATES, INC.
MODESTO, CA
S-Corp Pension Funds
Finance and Insurance
14 April 13, 2020 $150K–$350K Oak Valley Community Bank
$150K–$350K loan to PENSION SOLUTIONS, INC. PENSION SOLUTIONS, INC.
BEACHWOOD, OH
S-Corp Pension Funds
Finance and Insurance
8 April 15, 2020 $150K–$350K First National Bank of Pennsylvania
$150K–$350K loan to PIPING INDUSTRY PROGRESS & EDUCATION LABOR MANAGEMENT COOPERATION PIPING INDUSTRY PROGRESS & EDUCATION LABOR MANAGEMENT COOPERATION
LOS ANGELES, CA
Partnership Pension Funds
Finance and Insurance
12 April 28, 2020 $150K–$350K U.S. Bank, National Association
$150K–$350K loan to GERALD L. POLLACK & ASSOCIATES INC GERALD L. POLLACK & ASSOCIATES INC
FARMINGTON, MI
Corporation Pension Funds
Finance and Insurance
20 April 7, 2020 $150K–$350K The Huntington National Bank
$150K–$350K loan to AMI BENEFIT PLAN ADMINISTRATORS, INC. AMI BENEFIT PLAN ADMINISTRATORS, INC.
YOUNGSTOWN, OH
Corporation Pension Funds
Finance and Insurance
16 April 9, 2020 $150K–$350K The Farmers National Bank of Canfield
$350K–$1M loan to PREFERRED PENSION PLANNING CORPORATION PREFERRED PENSION PLANNING CORPORATION
BRIDGEWATER, NJ
Corporation Pension Funds
Finance and Insurance
24 April 15, 2020 $350K–$1M Peapack-Gladstone Bank
$350K–$1M loan to PROFESSIONAL BENEFITS SERVICES, INC PROFESSIONAL BENEFITS SERVICES, INC
SALEM, OR
S-Corp Pension Funds
Finance and Insurance
April 28, 2020 $350K–$1M Columbia State Bank
$350K–$1M loan to PENSIONSONTHEWEB, INC. PENSIONSONTHEWEB, INC.
STAMFORD, CT
S-Corp Pension Funds
Finance and Insurance
45 April 28, 2020 $350K–$1M Citibank, N.A.
$350K–$1M loan to ALICARE MEDICAL MANAGEMENT, INC. ALICARE MEDICAL MANAGEMENT, INC.
WHITE PLAINS, NY
Corporation Pension Funds
Finance and Insurance
55 May 3, 2020 $350K–$1M Newtek Small Business Finance, Inc.
$350K–$1M loan to FRANKEL LERNER & O'CONNOR, INC. FRANKEL LERNER & O'CONNOR, INC.
CHALFONT, PA
Corporation Pension Funds
Finance and Insurance
11 April 14, 2020 $350K–$1M Firstrust Savings Bank
$150K–$350K loan to ACTUARIAL BENEFITS CORP. ACTUARIAL BENEFITS CORP.
TORRANCE, CA
S-Corp Pension Funds
Finance and Insurance
17 April 14, 2020 $150K–$350K City National Bank
$150K–$350K loan to KELSTIN GROUP, INC. KELSTIN GROUP, INC.
FAIRFIELD, CA
Corporation Pension Funds
Finance and Insurance
33 April 13, 2020 $150K–$350K Umpqua Bank
$150K–$350K loan to ADVANCED BENEFIT STRATEGIES INC ADVANCED BENEFIT STRATEGIES INC
UNIONVILLE, CT
Corporation Pension Funds
Finance and Insurance
16 April 12, 2020 $150K–$350K Berkshire Bank
$350K–$1M loan to DATAIR EMPLOYEE BENEFIT SYSTEMS, INC. DATAIR EMPLOYEE BENEFIT SYSTEMS, INC.
WESTMONT, IL
S-Corp Pension Funds
Finance and Insurance
April 15, 2020 $350K–$1M Busey Bank
$1M–$2M loan to PENSION FUND OF THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) GROUP, INC. PENSION FUND OF THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) GROUP, INC.
INDIANAPOLIS, IN
Non-profit Pension Funds
Finance and Insurance
54 June 16, 2020 $1M–$2M Fifth Third Bank
$350K–$1M loan to WESTERN BARIATRIC, A MEDICAL CORPORATION WESTERN BARIATRIC, A MEDICAL CORPORATION
SAN BERNARDINO, CA
Corporation Pension Funds
Finance and Insurance
30 April 15, 2020 $350K–$1M MUFG Union Bank, National Association
$150K–$350K loan to G & C PENSION SEVICES, LLC DBA TPSI G & C PENSION SEVICES, LLC DBA TPSI
BUFFALO, NY
LLC Pension Funds
Finance and Insurance
16 April 13, 2020 $150K–$350K Webster Bank, National Association
$150K–$350K loan to ACTUARIAL DATA INC. ACTUARIAL DATA INC.
CARNEGIE, PA
S-Corp Pension Funds
Finance and Insurance
April 30, 2020 $150K–$350K Celtic Bank Corporation
$150K–$350K loan to ALTERNATIVE IRA SERVICES, LLC ALTERNATIVE IRA SERVICES, LLC
SHERMAN OAKS, CA
LLC Pension Funds
Finance and Insurance
April 15, 2020 $150K–$350K Live Oak Banking Company
$350K–$1M loan to MADDEN ENTERPRISES, INC MADDEN ENTERPRISES, INC
DAYTONA BEACH, FL
S-Corp Pension Funds
Finance and Insurance
54 April 13, 2020 $350K–$1M South State Bank, National Association
$150K–$350K loan to PARAGON RISK MANAGEMENT, INC. PARAGON RISK MANAGEMENT, INC.
LUTZ, FL
S-Corp Pension Funds
Finance and Insurance
April 15, 2020 $150K–$350K First United Bank & Trust
$5M–$10M loan to WILSON-MCSHANE CORPORATION WILSON-MCSHANE CORPORATION
MINNEAPOLIS, MN
S-Corp Pension Funds
Finance and Insurance
392 April 8, 2020 $5M–$10M BMO Harris Bank National Association
$350K–$1M loan to RETIREMENT, LLC RETIREMENT, LLC
SIOUX FALLS, SD
LLC Pension Funds
Finance and Insurance
33 April 7, 2020 $350K–$1M Liberty National Bank