Wertz York Capital Management Group, L.L.C.

Florida
Registered In
05/01/2000
Incorp. Date

Company Summary

Wertz York Capital Management Group, L.L.C. at 5502 N Nebraska Ave, Tampa, FL 33604 lists Wertz Michael B and Jang David of Tampa, FL as the associates.

Registered In
Florida
Incorporation Date
Registration Type
Domestic
Company Type
Florida Limited Liability Co.
Status
Active
EIN
59-3641272
Website
Email
*****@deepblue-inv.com
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SEC | EDGAR Sunbiz Trellis.Law Recent News
Wertz Michael Brent Registered Agent
c/o DEEP BLUE INVESTMENT ADVISORS, TAMPA, FL 33604 (View Past Addresses)
Wertz Michael B Manager
5502 N NEBRASKA AVE, TAMPA, FL 33604
Jang David Manager
5502 N NEBRASKA AVE, TAMPA, FL 33604
5502 N NEBRASKA AVE, TAMPA, FL 33604 View Map
PO BOX 9691, TAMPA, FL 33674 (Mailing) View Map

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Deep Blue Investment Advisors
Tampa, FL Tampa, FL
Water Walker Investments
Tampa, FL Tampa, FL

Financial Information for Wertz York Capital Management Group, L.L.C.

Form 5500

WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC DBA DEEP BLUE INVESTMENT ADVI

PO Box 9691, Tampa, FL 33674 (813) 238-4800 EIN:59-3641272 Plan Admin:M Brent Wertz
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameDEEP BLUE INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 18 Assets BOY/EOY$1,596,823 / $1,481,569 2022 DEEP BLUE INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001 14 / 18 $1,596,823 / $1,481,569
2021 Plan NameWATER WALKER 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$1,144,525 / $1,596,823 2021 WATER WALKER 401(K) PROFIT SHARING PLAN - Plan #001 13 / 14 $1,144,525 / $1,596,823
2020 Plan NameWATER WALKER 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$877,424 / $1,144,525 2020 WATER WALKER 401(K) PROFIT SHARING PLAN - Plan #001 13 / 13 $877,424 / $1,144,525
2019 Plan NameWATER WALKER 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$413,677 / $877,424 2019 WATER WALKER 401(K) PROFIT SHARING PLAN - Plan #001 6 / 7 $413,677 / $877,424
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC

5502 Nebraska Ave, Tampa, FL 33604-7108 Ethnicity:Not Hispanic or Latino Race:White
Loan Date Approved Forgiven Lender Jobs
04/09/2020 Approved$203,800 Forgiven$206,008 LenderTruist Bank Jobs13 04/09/2020 $203,800 $206,008 Truist Bank 13
PPP Loans based on Paycheck Protection Program.
Address Match:5502 N Nebraska Ave Tampa, FL
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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor U.S. Small Business Administration
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