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Balance Transact LLC

Balance Transact LLC

Company Details

Name:	Balance Transact LLC
Jurisdiction:	MISSISSIPPI
Business Type:	Limited Liability Company
Status:	Good Standing
Effective Date:	30 Oct 2015 (9 years ago)
Business ID:	1078858
ZIP code:	39157
County:	Madison
State of Incorporation:	MISSISSIPPI
Principal Office Address:	1060 E County Line Rd, 3A-112Ridgeland, MS 39157

Agent

Name	Role	Address
Courtney L. Jones	Agent	2009 Lake Trace Drive, Jackson, MS 39211

President

Name	Role	Address
Courtney L Jones	President	1060 E County Line Rd, Ste 3A-112, Ridgeland, MS 39157-1937

Manager

Name	Role	Address
Courtney L Jones	Manager	1060 E County Line Rd, Ste 3A-112, Ridgeland, MS 39157-1937

Filings

Type	Status	Filed Date	Description
Annual Report LLC	Filed	2024-05-02	Annual Report For Balance Transact LLC
Annual Report LLC	Filed	2023-05-15	Annual Report For Balance Transact LLC
Annual Report LLC	Filed	2022-05-07	Annual Report For Balance Transact LLC
Annual Report LLC	Filed	2021-04-30	Annual Report For Balance Transact LLC
Annual Report LLC	Filed	2020-07-05	Annual Report For Balance Transact LLC
Annual Report LLC	Filed	2019-08-19	Annual Report For Balance Transact LLC
Annual Report LLC	Filed	2018-04-30	Annual Report For Balance Transact LLC
Annual Report LLC	Filed	2017-04-23	Annual Report For Balance Transact LLC
Annual Report LLC	Filed	2016-04-20	Annual Report For Balance Transact LLC
Formation Form	Filed	2015-10-30	Formation For Balance Transact LLC

Paycheck Protection Program

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

2319068804

2021-04-11

0470

PPP

1060 E County Line Rd # 3A-112, Ridgeland, MS, 39157-1900

Loan Status Date	2021-11-20
Loan Status	Paid in Full
Loan Maturity in Months	60
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	7175
Loan Approval Amount (current)	7175
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	121536
Servicing Lender Name	Customers Bank
Servicing Lender Address	40 General Warren Blvd, Malvern, PA, 19355
Rural or Urban Indicator	U
Hubzone	Y
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	Ridgeland, MADISON, MS, 39157-1900
Project Congressional District	MS-02
Number of Employees	1
NAICS code	541219
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Limited Liability Company(LLC)
Originating Lender ID	121536
Originating Lender Name	Customers Bank
Originating Lender Address	Malvern, PA
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	7210.97
Forgiveness Paid Date	2021-11-03

U.S. Small Business Administration Profile

Status

User ID

Name of Firm

Trade Name

UEI

Address

Active

P3312360

BALANCE TRANSACT LLC

G425TFC1QXG8

129 EXECUTIVE DR STE G, MADISON, MS, 39110-8474

Capabilities Statement Link	-
Phone Number	601-213-7261
Fax Number	601-202-3031
E-mail Address	balancetransactllc@gmail.com
WWW Page	-
E-Commerce Website	-
Contact Person	COURTNEY JONES
County Code (3 digit)	089
Congressional District	03
Metropolitan Statistical Area	3560
CAGE Code	9ZQ95
Year Established	2015
Accepts Government Credit Card	Yes
Legal Structure	LLC
Ownership and Self-Certifications	Black American, Self-Certified Small Disadvantaged Business, Women-Owned Small Business, Woman Owned
Business Development Servicing Office	MISSISSIPPI DISTRICT OFFICE (SBA office code 0470)
Capabilities Narrative	(none given)
Special Equipment/Materials	(none given)
Business Type Percentages	(none given)
Keywords	(none given)
Quality Assurance Standards	(none given)
Electronic Data Interchange capable	-

SBA Federal Certifications

HUBZone Certified	No
Women Owned Certified	No
Women Owned Pending	No
Economically Disadvantaged Women Owned Certified	No
Economically Disadvantaged Women Owned Pending	No
Veteran-Owned Small Business Certified	No
Veteran-Owned Small Business Joint Venture	No
Service-Disabled Veteran-Owned Small Business Certified	No
Service-Disabled Veteran-Owned Small Business Joint Venture	No

Bonding Levels

Description	Construction Bonding Level (per contract)
Level	(none given)

Description	Construction Bonding Level (aggregate)
Level	(none given)

Description	Service Bonding Level (per contract)
Level	(none given)

Description	Service Bonding Level (aggregate)
Level	(none given)

NAICS Codes with Size Determinations by NAICS

Primary	Yes
Code	541219
NAICS Code's Description	Other Accounting Services
Buy Green	Yes

Code	523991
NAICS Code's Description	Trust, Fiduciary and Custody Activities
Buy Green	Yes

Code	541213
NAICS Code's Description	Tax Preparation Services
Buy Green	Yes

Code	541214
NAICS Code's Description	Payroll Services
Buy Green	Yes

Code	541611
NAICS Code's Description	Administrative Management and General Management Consulting Services
Buy Green	Yes

Export Profile (Trade Mission Online)

Exporter	Firm hasn't answered this question yet
Export Business Activities	(none given)
Exporting to	(none given)
Desired Export Business Relationships	(none given)
Description of Export Objective(s)	(none given)

Date of last update: 30 Mar 2025

Sources: Mississippi Secretary of State