TruSummit Holdings, LLC, CONCORD CA: $1,530,000 SBA 7(a) loan approved 2026-06-02
TruSummit Holdings, LLC (Concord, California): $1,530,000 SBA 7(a) loan approved 2026-06-02. Its loan of $1,530,000 is above the median of $447,000 (82nd percentile). Dated 156 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-11-04, from U.S. Small Business Administration 7(a) and 504 FOIA loan data.
Data as of · Compiled by Zalwin from U.S. Small Business Administration 7(a) and 504 FOIA loan data
loan: $1,530,000 · 82th percentile of 32,327 SbaLoanPulse records · 3.4x the median
Free preview: all 14 published fields of this record are shown below. Locked: 499 related CA SbaLoanPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Business | TruSummit Holdings, LLC |
| Location | CONCORD, CA, 94520 |
| County | CONTRA COSTA |
| Program | SBA 7(a) |
| Gross approval | $1,530,000 |
| SBA guaranteed | $1,147,500 |
| Approved | 2026-06-02 |
| Lender | Live Oak Banking Company |
| Term (months) | 120 |
| Industry | Insurance Agencies and Brokerages |
| NAICS | 524210 |
| Business type | CORPORATION |
| Business age | Change of Ownership |
| Jobs supported | 1 |
| loan percentile | 82th of 32,327 (median $447,000, 3.4x median) |
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CSV columns: Business · City · State · Industry · Loan · Approved · official source URL
- Source agency: U.S. Small Business Administration 7(a) and 504 FOIA loan data
- Record date: 2026-06-02
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: U.S. Small Business Administration 7(a) and 504 FOIA loan data · Last refreshed: Wed, 04 Nov 2026 01:29:00 GMT
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Peer benchmark and outreach value: TruSummit Holdings, LLC and 4,061 California peers
- California SbaLoanPulse records like this one: 4,061
- TruSummit Holdings, LLC's loan: 82nd percentile of 32,327 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $812,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Fresh Capital Score
- Approval of $500K or more.
What is the SbaLoanPulse record for TruSummit Holdings, LLC in Concord, California?
TruSummit Holdings, LLC (CONCORD, CA) was approved for a $1,530,000 SBA 7(a) loan on 2026-06-02.
How does TruSummit Holdings, LLC compare to other California SbaLoanPulse records?
Its loan of $1,530,000 sits in the upper half (82th percentile) of 32,327 records; the median is $447,000. It is 156 days old; check the official source for later updates before acting.
TruSummit Holdings, LLC vs. top 3 peers
| Organization | Location | Approved loans | Percentile | Record date |
|---|---|---|---|---|
| TruSummit Holdings, LLC | CONCORD, CA | $1,530,000 | 82nd | 2026-06-02 |
| Lion Rock Enterprises, LLC | SANTA ANA, CA | $1,522,500 | 82nd | 2026-09-23 |
| Stonehaven Strategic Wealth LLC | PLACENTIA, CA | $1,610,000 | 83rd | 2026-09-21 |
| WSDV, LLC | ALTADENA, CA | $1,859,000 | 86th | 2026-08-26 |
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Loan data comes from SBA public FOIA files, which SBA refreshes quarterly, so the newest approvals can lag by up to about four months. Sole proprietors and street addresses are excluded. Informational only.