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J PHILLIPS INVESTMENTS, LLC

Company Details

Entity Name: J PHILLIPS INVESTMENTS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 04 Jan 2007 (18 years ago)
Last Event: CONVERSION
Event Date Filed: 04 Jan 2007 (18 years ago)
Document Number: L07000001187
FEI/EIN Number 263648148
Address: 20 3rd Street SW, Suite 301, Winter Haven, FL, 33880, US
Mail Address: 20 3rd Street SW, Suite 301, Winter Haven, FL, 33880, US
ZIP code: 33880
County: Polk
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
J. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST 2023 263648148 2024-05-07 J. PHILLIPS INVESTMENTS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8632943875
Plan sponsor’s address 20 3RD STREET, SW, SUITE 301, WINTER HAVEN, FL, 33880
J. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST 2022 263648148 2023-02-15 J. PHILLIPS INVESTMENTS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8632943875
Plan sponsor’s address 20 3RD STREET, SW, SUITE 301, WINTER HAVEN, FL, 33880
J. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST 2021 263648148 2022-05-20 J. PHILLIPS INVESTMENTS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8632943875
Plan sponsor’s address 195 AVENUE D NW, WINTER HAVEN, FL, 33881
J. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST 2020 263648148 2021-05-03 J. PHILLIPS INVESTMENTS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8632943875
Plan sponsor’s address 195 AVENUE D NW, WINTER HAVEN, FL, 33881

Agent

Name Role Address
PHILLIPS JULIE Agent 1805 WOODPOINTE DRIVE, WINTER HAVEN, FL, 33884

Managing Member

Name Role Address
PHILLIPS JULIE Managing Member 1805 WOODPOINTE DRIVE, WINTER HAVEN, FL, 33884
HOLLOWELL ANGELA L Managing Member 1805 WOODPOINTE DRIVE, WINTER HAVEN, FL, 33884

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-01-26 20 3rd Street SW, Suite 301, Winter Haven, FL 33880 No data
CHANGE OF MAILING ADDRESS 2023-01-26 20 3rd Street SW, Suite 301, Winter Haven, FL 33880 No data
CONVERSION 2007-01-04 No data CORPORATION WAS A CONVERSION RESULT. CONVERTING CORPORATION WAS P05000007812. CONVERSION NUMBER 900000062039

Documents

Name Date
ANNUAL REPORT 2024-02-01
ANNUAL REPORT 2023-01-26
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-01-13
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-02-08
ANNUAL REPORT 2018-01-09
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-01-23
ANNUAL REPORT 2015-01-06

Date of last update: 02 Jan 2025

Sources: Florida Department of State