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KATZ & PHILLIPS, P.A. - Florida Company Profile

Company Details

Entity Name: KATZ & PHILLIPS, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

KATZ & PHILLIPS, P.A. 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: 17 Aug 2009 (16 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 21 Oct 2010 (15 years ago)
Document Number: P09000069257
FEI/EIN Number 270747450

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 509 West Colonial Drive, ORLANDO, FL, 32804, US
Mail Address: 509 West Colonial Drive, ORLANDO, FL, 32804, US
ZIP code: 32804
County: Orange
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KATZ & PHILLIPS P A - 401K 2023 270747450 2024-10-01 KATZ & PHILLIPS P A 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541110
Sponsor’s telephone number 3213326864
Plan sponsor’s address 144 WEST CRYSTAL LAKE AVE, SUITE 1000, LAKE MARY, FL, 32801

Signature of

Role Plan administrator
Date 2024-10-01
Name of individual signing DAVID KATZ
Valid signature Filed with authorized/valid electronic signature
KATZ & PHILLIPS P A - 401K 2022 270747450 2023-10-09 KATZ & PHILLIPS P A 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541110
Sponsor’s telephone number 3213326864
Plan sponsor’s address 144 WEST CRYSTAL LAKE AVE, SUITE 1000, LAKE MARY, FL, 32801

Signature of

Role Plan administrator
Date 2023-10-09
Name of individual signing DAVID KATZ
Valid signature Filed with authorized/valid electronic signature
KATZ & PHILLIPS P A - 401K 2021 270747450 2022-08-31 KATZ & PHILLIPS P A 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541110
Sponsor’s telephone number 3213326864
Plan sponsor’s address 144 WEST CRYSTAL LAKE AVE, SUITE 1000, LAKE MARY, FL, 32801

Signature of

Role Plan administrator
Date 2022-08-31
Name of individual signing DAVID KATZ
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
KATZ DAVID S Director 509 West Colonial Drive, ORLANDO, FL, 32804
PHILLIPS JAMES E Director 509 West Colonial Drive, ORLANDO, FL, 32804
KATZ DAVID S Agent 509 West Colonial Drive, ORLANDO, FL, 32804

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2024-04-30 509 West Colonial Drive, ORLANDO, FL 32804 -
REGISTERED AGENT ADDRESS CHANGED 2024-04-30 509 West Colonial Drive, ORLANDO, FL 32804 -
CHANGE OF PRINCIPAL ADDRESS 2013-06-11 509 West Colonial Drive, ORLANDO, FL 32804 -
REGISTERED AGENT NAME CHANGED 2013-06-11 KATZ, DAVID S -
REINSTATEMENT 2010-10-21 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2010-09-24 - -
AMENDMENT AND NAME CHANGE 2010-03-22 KATZ & PHILLIPS, P.A. -

Documents

Name Date
ANNUAL REPORT 2024-04-30
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-02-28
ANNUAL REPORT 2021-04-07
ANNUAL REPORT 2020-07-01
ANNUAL REPORT 2019-04-08
ANNUAL REPORT 2018-01-09
ANNUAL REPORT 2017-03-16
ANNUAL REPORT 2016-01-15
ANNUAL REPORT 2015-04-23

Date of last update: 02 Apr 2025

Sources: Florida Department of State