Annis Gardner Whiting Capital Advisors, LLC
Florida
Registered In
04/07/2009
Incorp. Date
Company Summary
Annis Gardner Whiting Capital Advisors, LLC at 511 W Bay ST STE 310, Tampa, FL 33606 lists Gardner Peter J and Annis Jeffrey S of Tampa, FL as associates.
- Registered In
- Florida
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Florida Limited Liability Co.
- Status
- Active
- EIN
- 26-4626204
- *********@macfar.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Sunbiz Trellis.Law Recent News
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Goodwin James W
Registered Agent
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201 N FRANKLIN ST, TAMPA, FL 33602
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Gardner Peter J
Manager
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511 W BAY ST STE 310, TAMPA, FL 33606
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Annis Jeffrey S
Manager
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511 W BAY ST STE 310, TAMPA, FL 33606
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Whiting, Jr. Paul L
Manager
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511 W BAY ST STE 310, TAMPA, FL 33606
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511 W BAY ST STE 310, TAMPA, FL 33606
View Map
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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).
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Agw Capital Advisors
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Tampa, FL |
Financial Information for Annis Gardner Whiting Capital Advisors, LLC
Form 5500
ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC DBA AGW ADVISORS
511 West Bay Street Suite 310, Tampa, FL 33606 (813) 254-4700 EIN:26-4626204 Plan Admin:Jeffrey S. Annis| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameANNIS GARDNER WHITING CAPITAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$4,786,941 / $3,740,517 | 2022 | ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 12 / 12 | $4,786,941 / $3,740,517 |
| 2022 | Plan NameANNIS GARDNER WHITING CAPITAL ADVISORS, LLC DBA AGW CAPITAL ADVISORS CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$737,602 / $1,058,315 | 2022 | ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC DBA AGW CAPITAL ADVISORS CASH BALANCE PENSION PLAN - Plan #002 | 5 / 5 | $737,602 / $1,058,315 |
| 2021 | Plan NameANNIS GARDNER WHITING CAPITAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$4,315,594 / $4,786,941 | 2021 | ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 12 / 12 | $4,315,594 / $4,786,941 |
| 2021 | Plan NameANNIS GARDNER WHITING CAPITAL ADVISORS, LLC DBA AGW CAPITAL ADVISORS CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY4 / 5 Assets BOY/EOY$355,211 / $737,602 | 2021 | ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC DBA AGW CAPITAL ADVISORS CASH BALANCE PENSION PLAN - Plan #002 | 4 / 5 | $355,211 / $737,602 |
| 2020 | Plan NameANNIS GARDNER WHITING CAPITAL ADVISORS LLC 401K PLAN Plan #001 Participants BOY/EOY9 / 12 Assets BOY/EOY$3,352,162 / $4,315,594 | 2020 | ANNIS GARDNER WHITING CAPITAL ADVISORS LLC 401K PLAN - Plan #001 | 9 / 12 | $3,352,162 / $4,315,594 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC
511 West Bay Street Suite 310, TAMPA, FL 33606-2700| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/12/2020 | Approved$265,750 Forgiven$267,301 LenderThe Bank of Tampa Jobs12 | 04/12/2020 | $265,750 | $267,301 | The Bank of Tampa | 12 |
PPP Loans based on Paycheck Protection Program.
Address Match:511 W Bay St Ste 310 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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