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Univest Bank and Trust Co
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Public profile — unclaimed
Univest Bank and Trust Co — SBA Loan Activity
Public SBA 7(a) and 504 lending activity for Univest Bank And Trust Co.
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Overview
Recent loans
Industries
Geography
7(a) vs 504
Total SBA loans
1,134
2010 – 2025
Approved $
$334.7M
across all programs
Avg loan size
$295K
median $117K
Top industry
Full-Service Restaurants
43 loans · 4%
7(a) vs 504
BY APPROVAL COUNT
7(a) · 100%
SBA 7(a)
Loans
1,134
Approved
$334.7M
Avg size
$295K
Range
$2K – $5.0M
SBA 504
Loans
0
Approved
$0
Avg size
$0
Range
—
Top industries funded
See all industries
Full-Service Restaurants
43
Beauty Salons
29
"Plumbing, Heating, and Air-Conditioning Contractors"
25
Electrical Contractors
21
Fitness and Recreational Sports Centers
21
Limited-Service Restaurants
21
Loan records · Univest Bank and Trust Co
Showing largest 500 of 1,134 records
Sort:
Amount
Date
Per job
Borrower
Location
Approved
descending
Per job
Program
Industry
Date
Marx Sheet Metal & Mechanical Inc
Univest Bank and Trust Co
Wilkes Barre, PA
18702
$5,000,000
$77K
7(a)
"Plumbing, Heating, and Air-Conditioning Contractors"
2021-06-27
Metro Public Adjustments, Inc.
Univest Bank and Trust Co
Bensalem, PA
19020
$4,950,000
$88K
7(a)
"All Other Professional, Scientific, and Technical Services"
2021-07-21
C & C Computer Solutions Inc.
Univest Bank and Trust Co
Bryn Mawr, PA
19010
$4,600,000
$2.3M
7(a)
Computer Systems Design Services
2026-03-18
Alliance Electric Inc
Univest Bank and Trust Co
Newark, DE
19702
$4,410,000
$294K
7(a)
Electrical Contractors
2024-06-24
Tree of Life Personal Care Home LLC
Univest Bank and Trust Co
Hanover, PA
17331
$4,400,000
$293K
7(a)
Homes for the Elderly
2023-09-20
Lancaster Plumbing & Heating Co., Inc.
Univest Bank and Trust Co
East Petersburg, PA
17520
$4,150,000
$86K
7(a)
"Plumbing, Heating, and Air-Conditioning Contractors"
2022-05-23
Second Century Media, LLC
Univest Bank and Trust Co
Spring City, PA
19475
$4,000,000
$100K
7(a)
Periodical Publishers
2018-12-18
Cinco Family Investments, LLC
Univest Bank and Trust Co
Edison, NJ
$3,750,000
$129K
7(a)
General Warehousing and Storage
2025-09-17
Dutch Air Power, LLC
Univest Bank and Trust Co
Christiana, PA
17509
$3,577,000
$1.8M
7(a)
Industrial Machinery and Equipment Merchant Wholesalers
2025-03-12
M&M Estate Vineyard LLC
Univest Bank and Trust Co
Bechtelsville, PA
19505
$3,500,000
$438K
7(a)
Grape Vineyards
2021-08-05
Main Line Wine Company
Univest Bank and Trust Co
West Chester, PA
19382
$3,500,000
$583K
7(a)
Wineries
2023-07-17
Shine Contractor, Inc.
Univest Bank and Trust Co
Piscataway, NJ
$3,450,000
$1.7M
7(a)
Commercial and Institutional Building Construction
2023-07-17
Bywatyr Shop of NJ, LLC
Univest Bank and Trust Co
Long Beach Township, NJ
$3,330,000
$1.1M
7(a)
All Other Home Furnishings Retailers
2025-01-06
J Lynn Weddings Inc.
Univest Bank and Trust Co
Douglassville, PA
19518
$3,000,000
$429K
7(a)
Caterers
2025-09-11
RF Safety Laboratory, LLC
Univest Bank and Trust Co
Baltimore, MD
21210
$3,000,000
$600K
7(a)
Engineering Services
2023-03-31
RMCJR Investment, INC.
Univest Bank and Trust Co
Pennsauken, NJ
$2,800,000
$78K
7(a)
Packing and Crating
2021-02-26
DJ Car Wash I LLC
Univest Bank and Trust Co
Colmar, PA
18915
$2,790,000
$1.4M
7(a)
Car Washes
2021-07-16
Wolff Investments LLC
Univest Bank and Trust Co
Doylestown, PA
18901
$2,700,000
$117K
7(a)
Full-Service Restaurants
2022-09-22
Davis Grows PGH LLC
Univest Bank and Trust Co
Wexford, PA
15090
$2,669,000
$157K
7(a)
Landscaping Services
2024-12-10
Kautz Construction Company
Univest Bank and Trust Co
Lancaster, PA
17601
$2,500,000
$50K
7(a)
Roofing Contractors
2024-05-07
JDC Beverages, Inc.
Univest Bank and Trust Co
Curtis Bay, MD
21226
$2,460,000
$1.2M
7(a)
Beer, Wine, and Liquor Retailers
2024-06-07
Valor Investment Group LLC
Univest Bank and Trust Co
East Hanover, NJ
$2,370,000
$59K
7(a)
Full-Service Restaurants
2025-05-21
Beal Industrial Products, Inc.
Univest Bank and Trust Co
Hanover, MD
21076
$2,315,000
$232K
7(a)
Industrial Supplies Merchant Wholesalers
2023-09-27
J Lynn Events, LLC
Univest Bank and Trust Co
Reading, PA
19605
$2,160,000
$1.1M
7(a)
Caterers
2025-03-12
Beal Industrial Products, Inc.
Univest Bank and Trust Co
Hanover, MD
21076
$2,119,000
$212K
7(a)
Industrial Supplies Merchant Wholesalers
2023-11-04
Marx Sheet Metal & Mechanical Inc
Wilkes Barre, PA · 18702
$5,000,000
7(a)
Univest Bank and Trust Co
$77K/job · 2021-06-27
Metro Public Adjustments, Inc.
Bensalem, PA · 19020
$4,950,000
7(a)
Univest Bank and Trust Co
$88K/job · 2021-07-21
C & C Computer Solutions Inc.
Bryn Mawr, PA · 19010
$4,600,000
7(a)
Univest Bank and Trust Co
$2.3M/job · 2026-03-18
Alliance Electric Inc
Newark, DE · 19702
$4,410,000
7(a)
Univest Bank and Trust Co
$294K/job · 2024-06-24
Tree of Life Personal Care Home LLC
Hanover, PA · 17331
$4,400,000
7(a)
Univest Bank and Trust Co
$293K/job · 2023-09-20
Lancaster Plumbing & Heating Co., Inc.
East Petersburg, PA · 17520
$4,150,000
7(a)
Univest Bank and Trust Co
$86K/job · 2022-05-23
Second Century Media, LLC
Spring City, PA · 19475
$4,000,000
7(a)
Univest Bank and Trust Co
$100K/job · 2018-12-18
Cinco Family Investments, LLC
Edison, NJ
$3,750,000
7(a)
Univest Bank and Trust Co
$129K/job · 2025-09-17
Dutch Air Power, LLC
Christiana, PA · 17509
$3,577,000
7(a)
Univest Bank and Trust Co
$1.8M/job · 2025-03-12
M&M Estate Vineyard LLC
Bechtelsville, PA · 19505
$3,500,000
7(a)
Univest Bank and Trust Co
$438K/job · 2021-08-05
Main Line Wine Company
West Chester, PA · 19382
$3,500,000
7(a)
Univest Bank and Trust Co
$583K/job · 2023-07-17
Shine Contractor, Inc.
Piscataway, NJ
$3,450,000
7(a)
Univest Bank and Trust Co
$1.7M/job · 2023-07-17
Bywatyr Shop of NJ, LLC
Long Beach Township, NJ
$3,330,000
7(a)
Univest Bank and Trust Co
$1.1M/job · 2025-01-06
J Lynn Weddings Inc.
Douglassville, PA · 19518
$3,000,000
7(a)
Univest Bank and Trust Co
$429K/job · 2025-09-11
RF Safety Laboratory, LLC
Baltimore, MD · 21210
$3,000,000
7(a)
Univest Bank and Trust Co
$600K/job · 2023-03-31
RMCJR Investment, INC.
Pennsauken, NJ
$2,800,000
7(a)
Univest Bank and Trust Co
$78K/job · 2021-02-26
DJ Car Wash I LLC
Colmar, PA · 18915
$2,790,000
7(a)
Univest Bank and Trust Co
$1.4M/job · 2021-07-16
Wolff Investments LLC
Doylestown, PA · 18901
$2,700,000
7(a)
Univest Bank and Trust Co
$117K/job · 2022-09-22
Davis Grows PGH LLC
Wexford, PA · 15090
$2,669,000
7(a)
Univest Bank and Trust Co
$157K/job · 2024-12-10
Kautz Construction Company
Lancaster, PA · 17601
$2,500,000
7(a)
Univest Bank and Trust Co
$50K/job · 2024-05-07
JDC Beverages, Inc.
Curtis Bay, MD · 21226
$2,460,000
7(a)
Univest Bank and Trust Co
$1.2M/job · 2024-06-07
Valor Investment Group LLC
East Hanover, NJ
$2,370,000
7(a)
Univest Bank and Trust Co
$59K/job · 2025-05-21
Beal Industrial Products, Inc.
Hanover, MD · 21076
$2,315,000
7(a)
Univest Bank and Trust Co
$232K/job · 2023-09-27
J Lynn Events, LLC
Reading, PA · 19605
$2,160,000
7(a)
Univest Bank and Trust Co
$1.1M/job · 2025-03-12
Beal Industrial Products, Inc.
Hanover, MD · 21076
$2,119,000
7(a)
Univest Bank and Trust Co
$212K/job · 2023-11-04
1–25 of 500 (largest 500 of 1,134)
Page 1 of 20
See all 1,134 records in search →
Where Univest Bank and Trust Co lends
APPROVAL CONCENTRATION
TOP STATES
PA
1,050
NJ
43
MD
29
DE
11
VA
1