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  5. SWINDELL, BOHN, DURDEN & PHILLIPS, PL

SWINDELL, BOHN, DURDEN & PHILLIPS, PL - Florida Company Profile

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Company Details

Entity Name: SWINDELL, BOHN, DURDEN & PHILLIPS, PL
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 28 Dec 2012 (13 years ago)
Document Number: L12000161600
FEI/EIN Number 46-1645105
Address: 3560 SOUTH THIRD STREET, JACKSONVILLE BEACH, FL, 32250, US
Mail Address: 3560 SOUTH THIRD STREET, JACKSONVILLE BEACH, FL, 32250, US
ZIP code: 32250
City: Jacksonville Beach
County: Duval
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
STEPHEN L. PHILLIPS, PA Managing Member 3560 SOUTH THIRD STREET, JACKSONVILLE BEACH, FL, 32250
- Member -
PHILLIPS STEPHEN L Agent 3560 SOUTH THIRD STREET, JACKSONVILLE BEACH, FL, 32250
James J. Grysko, CPA, PA Member 3560 SOUTH THIRD STREET, JACKSONVILLE BEACH, FL, 32250
- Managing Member -
- Member -

Form 5500 Series

Employer Identification Number (EIN):
461645105
Plan Year:
2023
Number Of Participants:
24
Sponsors Telephone Number:
9042418176
File:
View File
Plan Year:
2022
Number Of Participants:
21
Sponsors Telephone Number:
9042418176
File:
View File
Plan Year:
2021
Number Of Participants:
23
Sponsors Telephone Number:
9042418176
File:
View File
Plan Year:
2020
Number Of Participants:
18
Sponsors Telephone Number:
9042418176
File:
View File
Plan Year:
2019
Number Of Participants:
17
Sponsors Telephone Number:
9042418176
File:
View File

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G13000010806 SWINDELL, BOHN, DURDEN & PHILLIPS ACTIVE 2013-01-31 2028-12-31 - 3560 SOUTH THIRD STREET, JACKSONVILLE BEACH, FL, 32250

Documents

Name Date
ANNUAL REPORT 2024-03-04
ANNUAL REPORT 2023-02-27
ANNUAL REPORT 2022-01-24
ANNUAL REPORT 2021-02-15
ANNUAL REPORT 2020-02-08
ANNUAL REPORT 2019-03-03
ANNUAL REPORT 2018-02-07
ANNUAL REPORT 2017-01-10
ANNUAL REPORT 2016-02-03
ANNUAL REPORT 2015-02-19

USAspending Awards / Financial Assistance

Date:
2021-01-29
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
425300.00
Total Face Value Of Loan:
425300.00
Date:
2020-04-11
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
377800.00
Total Face Value Of Loan:
377800.00

Trademarks

Serial Number:
99159121
Mark:
SBDP
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-04-28
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
SBDP
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial advice, namely, budget planning; Financial analysis; Financial analyses; Financial advice relating to tax; Financial advisory and consultancy services; Strategic financial advisory services
International Classes:
036 - Primary Class
Class Status:
Active
For:
Accounting services; Business management consulting and advisory services; Tax and taxation planning, advice, information and consultancy services; Tax preparation; Payroll processing services; Business consulting services; Business organization consulting; New business venture development and forma...
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
99153871
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-04-24
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial advice, namely, budget planning; Financial analysis; Financial analyses; Financial advice relating to tax
International Classes:
036 - Primary Class
Class Status:
Active
For:
Accounting services; Business management consulting and advisory services; Tax and taxation planning, advice, information and consultancy services; Tax preparation; Business consulting services; Business organization consulting; New business venture development and formation consulting services; Con...
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
88182030
Mark:
LOOKING FORWARD...BEYOND THE NUMBERS
Status:
SECTION 8-ACCEPTED
Mark Type:
SERVICE MARK
Application Filing Date:
2018-11-05
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
LOOKING FORWARD...BEYOND THE NUMBERS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Accounting services; Business management consulting and advisory services; Tax and taxation planning, advice, information and consultancy services; Tax preparation; Payroll processing services
International Classes:
035 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
26
Initial Approval Amount:
$425,300
Date Approved:
2021-01-29
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$425,300
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$428,306.23
Servicing Lender:
First-Citizens Bank & Trust Company
Use of Proceeds:
Payroll: $425,298
Utilities: $1
Jobs Reported:
20
Initial Approval Amount:
$377,800
Date Approved:
2020-04-10
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$377,800
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$381,712.56
Servicing Lender:
First-Citizens Bank & Trust Company
Use of Proceeds:
Payroll: $377,800

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Date of last update: 01 Aug 2025

Sources: Florida Department of State

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