PHILLIP ALMERAZ INSURANCE & FINANCIAL SERVICES, INC.

Company Details

Entity Name:	PHILLIP ALMERAZ INSURANCE & FINANCIAL SERVICES, INC.
Jurisdiction:	Illinois
Entity Type:	Corporation - Domestic BCA
Status:	Goodstanding
Date Formed:	23 Feb 2009
Company Number:	CORP_66521753
File Number:	66521753
Type of Business:	All Inclusive Purpose
Place of Formation:	ILLINOIS

Name and Address	Role	Appointment Date
KARRSTEN GOETTEL, 2000 MCDONALD RD STE 200, SOUTH ELGIN, 60177, KANE	Agent	2009-02-23

Name and Address	Role
PHILLIP ALMERAZ, 11381 ALLISONCT., HUNTLEY, IL 60142	President

Name and Address	Role
LAURIE E ALMERAZ, 11381 ALLISON CT, HUNTLEY, 60142	Secretary

Class	Series	Voting Rights	Authorized Shares	Issued Shares	Par Value
COMMON	No data	Voting Rights	10000	1000000	No data

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

3660428705

2021-03-31

0507

PPS

11381 Allison Ct, Huntley, IL, 60142-9659

Loan Status Date	2021-12-21
Loan Status	Paid in Full
Loan Maturity in Months	60
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	20625
Loan Approval Amount (current)	20625
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	21442
Servicing Lender Name	BMO Bank National Association
Servicing Lender Address	320 S Canal St, Chicago, IL, 60606
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	Huntley, MCHENRY, IL, 60142-9659
Project Congressional District	IL-11
Number of Employees	2
NAICS code	524210
Borrower Race	White
Borrower Ethnicity	Not Hispanic or Latino
Business Type	Limited Liability Company(LLC)
Originating Lender ID	21442
Originating Lender Name	BMO Bank National Association
Originating Lender Address	Chicago, IL
Gender	Male Owned
Veteran	Non-Veteran
Forgiveness Amount	20753.27
Forgiveness Paid Date	2021-11-22

Date of last update: 17 Mar 2025