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Kate Lee Insurance Agency, Inc. — SBA Loan Record (Ridgefield, NJ) | DealRoom

Intelligence/Insurance Agencies and Brokerages/NJ

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SBA lending record

Kate Lee Insurance Agency, Inc.

752 Grand Ave., Ridgefield, NJ · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$800K

Total SBA financing

1

Loan on record

FY2021

On record

4

Jobs supported

Is Kate Lee Insurance Agency, Inc. your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$800,000 — FY2021

Gross approval: $800,000
SBA guaranteed: $720,000 (90%)
Status: Paid in full
Rate at approval: 4.25% v
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 6/4/2021
First disbursement: 6/11/2021
Days to fund: 7 days
Paid in full: 6/30/2023
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 4
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Woori America Bank
Address: 752 Grand Ave.
City: Ridgefield
County: Bergen
SBA district office: NEW JERSEY DISTRICT OFFICE
Congressional district: 9

The lender

Woori America Bank

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding insurance agencies and brokerages — by location, industry.

SBA lenders in New Jersey Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in New Jersey

Similar businesses

Comparable insurance agencies and brokerages in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Mendez Romero Group LLC

New Brunswick, NJ

Insurance Agencies and Brokerages

$801K
SBA financing: ≈ $1.6M–$2.6M
Est. revenue (rough)

FELIX INSURANCE AGENCY LLC

Millburn, NJ

Insurance Agencies and Brokerages

$745K
SBA financing: ≈ $1.5M–$2.4M
Est. revenue (rough)

Seins Agency LLC

Ridgefield, NJ

Insurance Agencies and Brokerages

$675K
SBA financing: ≈ $1.3M–$2.2M
Est. revenue (rough)

Robert Castoral Agency LLC

Hamilton, NJ

Insurance Agencies and Brokerages

$828K
SBA financing: ≈ $1.6M–$2.7M
Est. revenue (rough)

IAG, Ltd.

Rutherford, NJ

Insurance Agencies and Brokerages

$600K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

JLOZ Property Management LLC

Freehold, NJ

Insurance Agencies and Brokerages

$519K
SBA financing: ≈ $1.0M–$1.7M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Kate Lee Insurance Agency, Inc. in Ridgefield, NJ (Insurance Agencies and Brokerages). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $800K
On record FY2021
4 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Ridgefield, NJ
Lender: Woori America Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in NJ for ~$800k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/kate-lee-insurance-agency-inc-nj
API:: https://dealroom.so/api/public/businesses/kate-lee-insurance-agency-inc-nj
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is Kate Lee Insurance Agency, Inc. your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Kate Lee Insurance Agency, Inc..