EXCELLENT WEALTH MANAGEMENT LLC

Company Details

Name:	EXCELLENT WEALTH MANAGEMENT LLC
Jurisdiction:	New York
Legal type:	DOMESTIC LIMITED LIABILITY COMPANY
Status:	Active
Date of registration:	22 Jan 2018 (7 years ago)
Entity Number:	5271455
ZIP code:	11783
County:	Nassau
Place of Formation:	New York
Address:	1975 WASHINGTON AVENUE, SEAFORD, NY, United States, 11783

Name	Role	Address
EXCELLENT WEALTH MANAGEMENT LLC	DOS Process Agent	1975 WASHINGTON AVENUE, SEAFORD, NY, United States, 11783

Filing Number	Date Filed	Type	Effective Date
180122010543	2018-01-22	ARTICLES OF ORGANIZATION	2018-01-22

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

3148358502

2021-02-23

0235

PPS

1975 Washington Ave, Seaford, NY, 11783-2249

Loan Status Date	2024-02-13
Loan Status	Paid in Full
Loan Maturity in Months	60
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	50010
Loan Approval Amount (current)	50010
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	9551
Servicing Lender Name	Bank of America, National Association
Servicing Lender Address	100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	Seaford, NASSAU, NY, 11783-2249
Project Congressional District	NY-04
Number of Employees	5
NAICS code	541618
Borrower Race	Asian
Borrower Ethnicity	Not Hispanic or Latino
Business Type	Limited Liability Company(LLC)
Originating Lender ID	9551
Originating Lender Name	Bank of America, National Association
Originating Lender Address	CHARLOTTE, NC
Gender	Male Owned
Veteran	Non-Veteran
Forgiveness Amount	-
Forgiveness Paid Date	-

4507947405

2020-05-09

0235

PPP

1975 WASHINGTON AVE, SEAFORD, NY, 11783-2249

Loan Status Date	2021-10-16
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	50010
Loan Approval Amount (current)	50010
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	9551
Servicing Lender Name	Bank of America, National Association
Servicing Lender Address	100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	New Business or 2 years or less
Project Address	SEAFORD, NASSAU, NY, 11783-2249
Project Congressional District	NY-04
Number of Employees	5
NAICS code	523930
Borrower Race	Asian
Borrower Ethnicity	Not Hispanic or Latino
Business Type	Limited Liability Company(LLC)
Originating Lender ID	9551
Originating Lender Name	Bank of America, National Association
Originating Lender Address	CHARLOTTE, NC
Gender	Male Owned
Veteran	Non-Veteran
Forgiveness Amount	50675.89
Forgiveness Paid Date	2021-09-10

Date of last update: 24 Mar 2025