Yosemite Capital Management, LLC
California
Registered In
08/21/2013
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Yosemite Capital Management, LLC at 5120 Birch ST STE 100, Newport Beach, Ca 92660 lists Paul Heckler of Newport Beach, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Search Other Resources
People
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Paul Heckler
Individual Agent
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5120 BIRCH ST STE 100, NEWPORT BEACH, CA 92660
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Paul Heckler
CEO
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5120 BIRCH ST STE 100, NEWPORT BEACH, CA 92660
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Paul Heckler
Manager
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5120 BIRCH ST STE 100, NEWPORT BEACH, CA 92660
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Showing current associates only (3 of 10 total associates). Create a free account to see the full associate history
Map & Locations
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5120 BIRCH ST STE 100, NEWPORT BEACH, CA 92660
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Yosemite Capital Management, LLC
Form 5500
YOSEMITE CAPITAL MANAGEMENT, LLC
5120 Birch Street, Suite 100, Newport Beach, Ca 92660 (714) 730-3310 EIN:33-0889422 Plan Admin:Paul Heckler| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameYOSEMITE CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$2,412,735 / $1,324,331 | 2022 | YOSEMITE CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 9 | $2,412,735 / $1,324,331 |
| 2022 | Plan NameYOSEMITE CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$365,505 / $592,756 | 2022 | YOSEMITE CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002 | 7 / 7 | $365,505 / $592,756 |
| 2021 | Plan NameYOSEMITE CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,954,833 / $2,412,735 | 2021 | YOSEMITE CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 8 | $1,954,833 / $2,412,735 |
| 2021 | Plan NameYOSEMITE CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$127,473 / $365,505 | 2021 | YOSEMITE CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002 | 7 / 7 | $127,473 / $365,505 |
| 2020 | Plan NameYOSEMITE CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,619,598 / $1,954,833 | 2020 | YOSEMITE CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 9 / 9 | $1,619,598 / $1,954,833 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
YOSEMITE CAPITAL MANAGEMENT, LLC
17501 17TH ST Ste 100, TUSTIN, CA 92780-1934 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/06/2020 | Approved$139,800 Forgiven$0 LenderCity National Bank Jobs7 | 04/06/2020 | $139,800 | $0 | City National Bank | 7 |
PPP Loans based on Paycheck Protection Program.
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Person/City Match:Paul Heckler - Newport Beach, CA
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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