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  5. WILLIAM PHELPS CUSTOM JEWELER, INC.

WILLIAM PHELPS CUSTOM JEWELER, INC. - Florida Company Profile

Company Details

Entity Name: WILLIAM PHELPS CUSTOM JEWELER, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

WILLIAM PHELPS CUSTOM JEWELER, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation 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: 22 Jun 1987 (38 years ago)
Last Event: CANCEL ADM DISS/REV
Event Date Filed: 09 Oct 2009 (16 years ago)
Document Number: J79203
FEI/EIN Number 650028013

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 4380 GULF SHORE BLVD. NO. 812, NAPLES, FL, 34103, US
Mail Address: 4380 GULF SHORE BLVD. NO. 812, NAPLES, FL, 34103, US
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

Key Officers & Management

Name Role Address
PHELPS JOHN J President 4380 GULF SHORE BLVD N #812, NAPLES, FL, 34103
PHELPS JENNIFER L Vice President 4380 GULF SHORE BLVD N #812, NAPLES, FL, 34103
PHELPS JOHN J Agent 4380 GULF SHORE BOULEVARD NORTH, 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 -
CHANGE OF MAILING ADDRESS 2013-01-25 4380 GULF SHORE BLVD. NO. 812, NAPLES, FL 34103 -
REGISTERED AGENT ADDRESS CHANGED 2013-01-25 4380 GULF SHORE BOULEVARD NORTH, SUITE 812, NAPLES, FL 34103 -
CANCEL ADM DISS/REV 2009-10-09 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2009-09-25 - -
REGISTERED AGENT NAME CHANGED 1999-02-22 PHELPS, JOHN J -

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1110137810 2020-05-01 0455 PPP 4380 GULF SHORE BLVD N, NAPLES, FL, 34103
Loan Status Date 2021-05-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 66582.5
Loan Approval Amount (current) 66582.5
Undisbursed Amount 0
Franchise Name -
Lender Location ID 58036
Servicing Lender Name Fifth Third Bank
Servicing Lender Address 38 Fountain Sq Plz, CINCINNATI, OH, 45263
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address NAPLES, COLLIER, FL, 34103-0600
Project Congressional District FL-19
Number of Employees 7
NAICS code 448310
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 58036
Originating Lender Name Fifth Third Bank
Originating Lender Address CINCINNATI, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 67220.58
Forgiveness Paid Date 2021-04-22

Companies related by officers

No other companies in our directory share the same officers as WILLIAM PHELPS CUSTOM JEWELER, INC.

Companies related by address

No other companies in our directory share the same address as WILLIAM PHELPS CUSTOM JEWELER, INC.

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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