SBA lending record
Plan Well, Be Well
2248 N STATE COLLEGE BLVD, Fullerton, CA 92831 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.0M
Total SBA financing
1
Loan on record
FY2025
On record
1
Jobs supported
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The loan
$1,005,000 — FY2025
- Gross approval
- $1,005,000
- SBA guaranteed
- $753,750 (75%)
- Status
- Current
- Rate at approval
- 7.75% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 5/23/2025
- First disbursement
- 6/25/2025
- Days to fund
- 33 days
- Collateral
- Required
- Jobs supported
- 1
- Business type
The lender
U.S. Bank, National Association
1 loan to this business- Total assets
- $683380.0B
- Deposits
- $539835.6B
- Loans outstanding
- $395078.4B
- Net income
- $1991.8B
- Return on assets
- 1.172078205539057%
- Return on equity
- 11.72%
- Total equity
- $67968.3B
- Offices
- 2,100
- Founded
- 07/1
- Headquarters
- 425 Walnut St, Cincinnati, OH, 45202
- FDIC cert
- 6548
- Website
Is Plan Well, Be Well your business?
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DealRoom listing built from public SBA 7(a) lending records and FDIC BankFind. Figures are as reported; verify before relying on them. Not affiliated with Plan Well, Be Well.