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  5. WEST FLORIDA PRECISION MACHINE, LLC

WEST FLORIDA PRECISION MACHINE, LLC - Florida Company Profile

Company Details

Entity Name: WEST FLORIDA PRECISION MACHINE, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

WEST FLORIDA PRECISION MACHINE, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 09 Mar 2009 (16 years ago)
Document Number: L09000023272
FEI/EIN Number 264528058

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 728 ANCLOTE ROAD, TARPON SPRINGS, FL, 34689
Mail Address: 728 ANCLOTE ROAD, TARPON SPRINGS, FL, 34689
ZIP code: 34689
County: Pinellas
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEST FLORIDA PRECISION MACHINE 401(K) PROFIT SHARING PLAN & TRUST 2023 264528058 2024-06-17 WEST FLORIDA PRECISION MACHINE 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 7279390030
Plan sponsor’s address 728 ANCLOTE RD, TARPON SPRINGS, FL, 346896703

Signature of
Role Plan administrator
Date 2024-06-17
Name of individual signing CHARLES MORTENSEN JR
Valid signature Filed with authorized/valid electronic signature
WEST FLORIDA PRECISION MACHINE 401(K) PROFIT SHARING PLAN & TRUST 2022 264528058 2023-06-08 WEST FLORIDA PRECISION MACHINE 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 7279390030
Plan sponsor’s address 728 ANCLOTE RD, TARPON SPRINGS, FL, 346896703

Signature of
Role Plan administrator
Date 2023-06-08
Name of individual signing CHARLES MORTENSEN JR
Valid signature Filed with authorized/valid electronic signature
WEST FLORIDA PRECISION MACHINE 401(K) PROFIT SHARING PLAN & TRUST 2021 264528058 2022-06-16 WEST FLORIDA PRECISION MACHINE 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 7279390030
Plan sponsor’s address 728 ANCLOTE RD, TARPON SPRINGS, FL, 346896703

Signature of
Role Plan administrator
Date 2022-06-16
Name of individual signing CHARLES MORTENSEN JR
Valid signature Filed with authorized/valid electronic signature
WEST FLORIDA PRECISION MACHINE 401(K) PROFIT SHARING PLAN & TRUST 2020 264528058 2021-06-07 WEST FLORIDA PRECISION MACHINE 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 7279390030
Plan sponsor’s address 728 ANCLOTE RD, TARPON SPRINGS, FL, 346896703

Signature of
Role Plan administrator
Date 2021-06-07
Name of individual signing BARBARA MORTENSEN
Valid signature Filed with authorized/valid electronic signature
WEST FLORIDA PRECISION MACHINE 401(K) PROFIT SHARING PLAN & TRUST 2019 264528058 2020-05-06 WEST FLORIDA PRECISION MACHINE 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 7279390030
Plan sponsor’s address 728 ANCLOTE RD, TARPON SPRINGS, FL, 346896703

Signature of
Role Plan administrator
Date 2020-05-06
Name of individual signing CHARLES MORTENSEN JR
Valid signature Filed with authorized/valid electronic signature
WEST FLORIDA PRECISION MACHINE 401 K PROFIT SHARING PLAN TRUST 2018 264528058 2019-06-05 WEST FLORIDA PRECISION MACHINE 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 7279390030
Plan sponsor’s address 728 ANCLOTE RD, TARPON SPRINGS, FL, 346896703

Signature of
Role Plan administrator
Date 2019-06-05
Name of individual signing CHARLES MORTENSEN JR
Valid signature Filed with authorized/valid electronic signature
WEST FLORIDA PRECISION MACHINE 401 K PROFIT SHARING PLAN TRUST 2017 264528058 2018-06-13 WEST FLORIDA PRECISION MACHINE 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 7279390030
Plan sponsor’s address 728 ANCLOTE RD, TARPON SPRINGS, FL, 346896703

Signature of
Role Plan administrator
Date 2018-06-13
Name of individual signing CHARLES MORTENSEN
Valid signature Filed with authorized/valid electronic signature
WEST FLORIDA PRECISION MACHINE 401 K PROFIT SHARING PLAN TRUST 2016 264528058 2017-06-23 WEST FLORIDA PRECISION MACHINE 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 7279390030
Plan sponsor’s address 728 ANCLOTE RD, TARPON SPRINGS, FL, 346896703

Signature of
Role Plan administrator
Date 2017-06-23
Name of individual signing CHARLES MORTENSEN JR
Valid signature Filed with authorized/valid electronic signature
WEST FLORIDA PRECISION MACHINE 401 K PROFIT SHARING PLAN TRUST 2015 264528058 2016-06-14 WEST FLORIDA PRECISION MACHINE 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 7279390030
Plan sponsor’s address 728 ANCLOTE RD, TARPON SPRINGS, FL, 346896703

Signature of
Role Plan administrator
Date 2016-06-14
Name of individual signing BARBARA MORTENSEN
Valid signature Filed with authorized/valid electronic signature
WEST FLORIDA PRECISION MACHINE 401 K PROFIT SHARING PLAN TRUST 2014 264528058 2015-07-17 WEST FLORIDA PRECISION MACHINE 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 7279390030
Plan sponsor’s address 728 ANCLOTE RD, TARPON SPRINGS, FL, 346896703

Signature of
Role Plan administrator
Date 2015-07-17
Name of individual signing BARBARA MORTENSEN
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
MORTENSEN CHARLES E Managing Member 728 ANCLOTE ROAD, TARPON SPRINGS, FL, 34689
Mortensen Daniel Managing Member 728 Anclote Road, Tarpon Springs, FL, 34689
Swick Carlton R Managing Member 18 Plymouth Drive, East Windsor, NJ, 08520
MORTENSEN CHARLES J Agent 728 ANCLOTE ROAD, TARPON SPRINGS, FL, 34689

Documents

Name Date
ANNUAL REPORT 2024-03-20
ANNUAL REPORT 2023-03-28
ANNUAL REPORT 2022-04-12
ANNUAL REPORT 2021-04-06
ANNUAL REPORT 2020-03-24
ANNUAL REPORT 2019-04-08
ANNUAL REPORT 2018-03-08
ANNUAL REPORT 2017-04-18
ANNUAL REPORT 2016-04-16
ANNUAL REPORT 2015-04-25

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8653237008 2020-04-08 0455 PPP 728 Anclote Road, TARPON SPRINGS, FL, 34689-2167
Loan Status Date 2021-03-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 151780
Loan Approval Amount (current) 151780
Undisbursed Amount 0
Franchise Name -
Lender Location ID 99098
Servicing Lender Name DFCU Financial
Servicing Lender Address 400 Town Center Dr, DEARBORN, MI, 48126-2753
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address TARPON SPRINGS, PINELLAS, FL, 34689-2167
Project Congressional District FL-13
Number of Employees 12
NAICS code 333249
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 123511
Originating Lender Name First Citrus Bank
Originating Lender Address TAMPA, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 152778.08
Forgiveness Paid Date 2021-02-09
4636918508 2021-02-26 0455 PPS 728 Anclote Rd, Tarpon Springs, FL, 34689-6703
Loan Status Date 2021-07-08
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 163240
Loan Approval Amount (current) 163240
Undisbursed Amount 0
Franchise Name -
Lender Location ID 99098
Servicing Lender Name DFCU Financial
Servicing Lender Address 400 Town Center Dr, DEARBORN, MI, 48126-2753
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Tarpon Springs, PINELLAS, FL, 34689-6703
Project Congressional District FL-13
Number of Employees 12
NAICS code 333249
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 123511
Originating Lender Name First Citrus Bank
Originating Lender Address TAMPA, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 163705.12
Forgiveness Paid Date 2021-06-15

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P0718430 WEST FLORIDA PRECISION MACHINE, LLC WEST FLORIDA PRECISION MACHINE LLC JH8BWRJBJGR7 728 ANCLOTE RD, TARPON SPRINGS, FL, 34689-6703
Capabilities Statement Link -
Phone Number 727-939-0030
Fax Number 727-939-0047
E-mail Address dan.mortensen@wfpmachine.com
WWW Page www.wfpmachine.com
E-Commerce Website -
Contact Person DANIEL MORTENSEN
County Code (3 digit) 103
Congressional District 13
Metropolitan Statistical Area 8280
CAGE Code 48E86
Year Established 2009
Accepts Government Credit Card Yes
Legal Structure Partnership
Ownership and Self-Certifications -
Business Development Servicing Office SOUTH FLORIDA DISTRICT OFFICE (SBA office code 0455)
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 339999
NAICS Code's Description All Other Miscellaneous Manufacturing
Buy Green Yes
Code 333514
NAICS Code's Description Special Die and Tool, Die Set, Jig and Fixture Manufacturing
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)

Companies related by officers

MORTENSEN CHARLES E

DYNATECH ASSOCIATES, INC. - Inactive
Domestic Profit (1996 - 2011)
CSM PROPERTY MANAGEMENT LLC - Active
Florida Limited Liability Co. (2004 )
PHOENIX TECHNICAL SALES, INC. - Inactive
Domestic Profit (1995 - 2003)

MORTENSEN CHARLES J

CSM PRODUCTS LLC - Inactive
Florida Limited Liability Co. (2005 - 2008)
CSM PRODUCTS LLC - Inactive
Florida Limited Liability Co. (2005 - 2008)
DYNATECH EXPRESS SERVICES, INC. - Inactive
Domestic Profit (2001 - 2008)
DYNATECH EXPRESS SERVICES, INC. - Inactive
Domestic Profit (2001 - 2008)

Companies related by address

728 ANCLOTE ROAD, TARPON SPRINGS, FL, 34689

WEST FLORIDA PRECISION WINDOWS, LLC CSM PRODUCTS LLC DYNATECH EXPRESS SERVICES, INC.

728 ANCLOTE ROAD, TARPON SPRINGS, FL, 34689

WEST FLORIDA PRECISION WINDOWS, LLC CSM PRODUCTS LLC DYNATECH EXPRESS SERVICES, INC.

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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