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  5. WILLIAM PHELPS CUSTOM JEWELER, INC.

WILLIAM PHELPS CUSTOM JEWELER, INC.

Company Details

Entity Name: WILLIAM PHELPS CUSTOM JEWELER, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 22 Jun 1987 (38 years ago)
Last Event: CANCEL ADM DISS/REV
Event Date Filed: 09 Oct 2009 (15 years ago)
Document Number: J79203
FEI/EIN Number 65-0028013
Address: 4380 GULF SHORE BLVD. NO. 812, NAPLES, FL 34103
Mail Address: 4380 GULF SHORE BLVD. NO. 812, NAPLES, FL 34103
ZIP code: 34103
County: Collier
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WILLIAM PHELPS CUSTOM JEWELER 401(K) PROFIT SHARING PLAN & TRUST 2023 650028013 2024-07-12 WILLIAM PHELPS CUSTOM JEWELER 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2394342233
Plan sponsor’s address 4380 GULF SHORE BLVD N SUITE 812, NAPLES, FL, 34103

Signature of
Role Plan administrator
Date 2024-07-12
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
WILLIAM PHELPS CUSTOM JEWELER 401(K) PROFIT SHARING PLAN & TRUST 2022 650028013 2023-03-30 WILLIAM PHELPS CUSTOM JEWELER 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2394342233
Plan sponsor’s address 4380 GULF SHORE BLVD N SUITE 812, NAPLES, FL, 34103

Signature of
Role Plan administrator
Date 2023-03-30
Name of individual signing JENNIFER PHELPS
Valid signature Filed with authorized/valid electronic signature
WILLIAM PHELPS CUSTOM JEWELER 401(K) PROFIT SHARING PLAN & TRUST 2021 650028013 2022-05-06 WILLIAM PHELPS CUSTOM JEWELER 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2394342233
Plan sponsor’s address 4380 GULF SHORE BLVD N SUITE 812, NAPLES, FL, 34103

Signature of
Role Plan administrator
Date 2022-05-06
Name of individual signing JENNIFER PHELPS
Valid signature Filed with authorized/valid electronic signature
WILLIAM PHELPS CUSTOM JEWELER 401(K) PROFIT SHARING PLAN & TRUST 2020 650028013 2021-04-02 WILLIAM PHELPS CUSTOM JEWELER 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2394342233
Plan sponsor’s address 4380 GULF SHORE BLVD N SUITE 812, NAPLES, FL, 34103

Signature of
Role Plan administrator
Date 2021-04-02
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
WILLIAM PHELPS CUSTOM JEWELER 401(K) PROFIT SHARING PLAN & TRUST 2019 650028013 2020-05-18 WILLIAM PHELPS CUSTOM JEWELER 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2394342233
Plan sponsor’s address 4380 GULF SHORE BLVD N SUITE 812, NAPLES, FL, 34103

Signature of
Role Plan administrator
Date 2020-05-18
Name of individual signing JENNIFER PHELPS
Valid signature Filed with authorized/valid electronic signature
WILLIAM PHELPS CUSTOM JEWELER 401 K PROFIT SHARING PLAN TRUST 2018 650028013 2019-05-03 WILLIAM PHELPS CUSTOM JEWELER 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2394342233
Plan sponsor’s address 4380 GULF SHORE BLVD N SUITE 812, NAPLES, FL, 34103

Plan administrator’s name and address
Administrator’s EIN 264477125
Plan administrator’s name 401K GENERATION
Plan administrator’s address 195 INTERNATIONAL PKWY, S #311, LAKE MARY, FL, 32746
Administrator’s telephone number 8669985879

Signature of
Role Plan administrator
Date 2019-05-03
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
WILLIAM PHELPS CUSTOM JEWELER 401 K PROFIT SHARING PLAN TRUST 2017 650028013 2018-05-15 WILLIAM PHELPS CUSTOM JEWELER 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2394342233
Plan sponsor’s address 4380 GULF SHORE BLVD N SUITE, NAPLES, FL, 34103

Signature of
Role Plan administrator
Date 2018-05-15
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
PHELPS, JOHN J Agent 4380 GULF SHORE BOULEVARD NORTH, SUITE 812, NAPLES, FL 34103

President

Name Role Address
PHELPS, JOHN J President 4380 GULF SHORE BLVD N #812, NAPLES, FL 34103

Vice President

Name Role Address
PHELPS, JENNIFER L Vice President 4380 GULF SHORE BLVD N #812, NAPLES, FL 34103

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2013-01-25 4380 GULF SHORE BLVD. NO. 812, NAPLES, FL 34103 No data
CHANGE OF MAILING ADDRESS 2013-01-25 4380 GULF SHORE BLVD. NO. 812, NAPLES, FL 34103 No data
REGISTERED AGENT ADDRESS CHANGED 2013-01-25 4380 GULF SHORE BOULEVARD NORTH, SUITE 812, NAPLES, FL 34103 No data
CANCEL ADM DISS/REV 2009-10-09 No data No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 2009-09-25 No data No data
REGISTERED AGENT NAME CHANGED 1999-02-22 PHELPS, JOHN J No data

Documents

Name Date
ANNUAL REPORT 2025-01-09
ANNUAL REPORT 2024-01-28
ANNUAL REPORT 2023-01-25
ANNUAL REPORT 2022-01-24
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-02-15
ANNUAL REPORT 2018-01-18
ANNUAL REPORT 2017-01-12
ANNUAL REPORT 2016-01-27

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 04 Feb 2025

Sources: Florida Department of State

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