SBA lending record
Lifeplan Financial Design Inc
2174 COMMONS PKWY, Okemos, MI 48864 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$400K
Total SBA financing
1
Loan on record
FY2025
On record
2
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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The loan
$400,000 — FY2025
- Gross approval
- $400,000
- SBA guaranteed
- $200,000 (50%)
- Status
- Delinquent
- Rate at approval
- 8.28% f
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 12/9/2024
- First disbursement
- 12/27/2024
- Days to fund
- 18 days
- Collateral
- Required
- Jobs supported
- 2
The lender
CASE CU
1 loan to this businessAgent summary
This page summarizes the public SBA 7(a) lending record for Lifeplan Financial Design Inc in Okemos, MI (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 $400K
- On record FY2025
- 2 jobs supported
- Industry: Insurance Agencies and Brokerages
- Location: Okemos, MI
- Lender: CASE CU
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-15.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
- Methodology:
- Sources & methodology
Is Lifeplan Financial Design 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 Lifeplan Financial Design Inc.