| Entity Name: | KATZ & PHILLIPS, P.A. |
| Jurisdiction: | FLORIDA |
| Filing Type: | Domestic Profit |
| Status: | Active |
| Date Filed: | 17 Aug 2009 (15 years ago) |
| Last Event: | REINSTATEMENT |
| Event Date Filed: | 21 Oct 2010 (14 years ago) |
| Document Number: | P09000069257 |
| FEI/EIN Number | 270747450 |
| 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 |
| 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 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-10-01 |
| Name of individual signing | DAVID KATZ |
| Valid signature | Filed with authorized/valid electronic signature |
| 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 |
| 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 |
| Name | Role | Address |
|---|---|---|
| KATZ DAVID S | Agent | 509 West Colonial Drive, ORLANDO, FL, 32804 |
| 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 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF MAILING ADDRESS | 2024-04-30 | 509 West Colonial Drive, ORLANDO, FL 32804 | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2024-04-30 | 509 West Colonial Drive, ORLANDO, FL 32804 | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2013-06-11 | 509 West Colonial Drive, ORLANDO, FL 32804 | No data |
| REGISTERED AGENT NAME CHANGED | 2013-06-11 | KATZ, DAVID S | No data |
| REINSTATEMENT | 2010-10-21 | No data | No data |
| ADMIN DISSOLUTION FOR ANNUAL REPORT | 2010-09-24 | No data | No data |
| AMENDMENT AND NAME CHANGE | 2010-03-22 | KATZ & PHILLIPS, P.A. | No data |
| 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 Jan 2025
Sources: Florida Department of State
