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  5. PHILLIPS CAPITAL PARTNERS, INC.

PHILLIPS CAPITAL PARTNERS, INC. - Florida Company Profile

Company Details

Entity Name: PHILLIPS CAPITAL PARTNERS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

PHILLIPS CAPITAL PARTNERS, 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: 23 Jun 2010 (15 years ago)
Last Event: AMENDMENT
Event Date Filed: 31 Aug 2010 (15 years ago)
Document Number: P10000052874
FEI/EIN Number 27-2921859

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 42 BUSINESS CENTRE DRIVE, SUITE 101, MIRAMAR BEACH, FL, 32550, US
Mail Address: 42 BUSINESS CENTRE DRIVE, SUITE 101, MIRAMAR BEACH, FL, 32550, US
ZIP code: 32550
County: Walton
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PHILLIPS CAPITAL PARTNERS, INC. WELFARE PLAN BCBS AL 2023 272921859 2024-07-31 PHILLIPS CAPITAL PARTNERS, INC. 257
File View Page
Three-digit plan number (PN) 504
Effective date of plan 2019-04-01
Business code 447100
Sponsor’s telephone number 8504602601
Plan sponsor’s mailing address 42 BUSINESS CENTER DR UNIT 101, MIRAMAR BEACH, FL, 32550
Plan sponsor’s address 42 BUSINESS CENTER DR UNIT 101, MIRAMAR BEACH, FL, 32550

Number of participants as of the end of the plan year
Active participants 262
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 4

Signature of
Role Plan administrator
Date 2024-07-31
Name of individual signing AMBER SKATES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-31
Name of individual signing AMBER SKATES
Valid signature Filed with authorized/valid electronic signature
PHILLIPS CAPITAL PARTNERS, INC. WELFARE PLAN BCBS AL 2022 272921859 2023-07-31 PHILLIPS CAPITAL PARTNERS, INC. 291
File View Page
Three-digit plan number (PN) 504
Effective date of plan 2019-04-01
Business code 447100
Sponsor’s telephone number 8504602601
Plan sponsor’s mailing address 42 BUSINESS CENTRE DR UNIT 101, MIRAMAR BEACH, FL, 325506983
Plan sponsor’s address 42 BUSINESS CENTRE DR UNIT 101, MIRAMAR BEACH, FL, 325506983

Number of participants as of the end of the plan year
Active participants 268
Retired or separated participants receiving benefits 4
Other retired or separated participants entitled to future benefits 24

Signature of
Role Plan administrator
Date 2023-07-31
Name of individual signing AMBER SKATES
Valid signature Filed with authorized/valid electronic signature
PHILLIPS CAPITAL PARTNERS, INC. WELFARE PLAN BCBS AL 2021 272921859 2022-07-29 PHILLIPS CAPITAL PARTNERS, INC. 251
File View Page
Three-digit plan number (PN) 504
Effective date of plan 2019-04-01
Business code 447100
Sponsor’s telephone number 8504622601
Plan sponsor’s mailing address 42 BUSINESS CENTRE DR UNIT 101, MIRAMAR BEACH, FL, 325506983
Plan sponsor’s address 42 BUSINESS CENTRE DR UNIT 101, MIRAMAR BEACH, FL, 325506983

Number of participants as of the end of the plan year
Active participants 291
Retired or separated participants receiving benefits 5
Other retired or separated participants entitled to future benefits 10

Signature of
Role Plan administrator
Date 2022-07-29
Name of individual signing AMBER SKATES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-29
Name of individual signing AMBER SKATES
Valid signature Filed with authorized/valid electronic signature
PHILLIPS CAPITAL PARTNERS, INC. WELFARE PLAN BCBS AL 2020 272921859 2021-08-01 PHILLIPS CAPITAL PARTNERS, INC. 253
File View Page
Three-digit plan number (PN) 504
Effective date of plan 2019-04-01
Business code 447100
Sponsor’s telephone number 8504602601
Plan sponsor’s mailing address 42 BUSINESS CENTRE DR UNIT 101, MIRAMAR BEACH, FL, 325506983
Plan sponsor’s address 42 BUSINESS CENTRE DR UNIT 101, MIRAMAR BEACH, FL, 325506983

Number of participants as of the end of the plan year
Active participants 244
Retired or separated participants receiving benefits 5
Other retired or separated participants entitled to future benefits 12

Signature of
Role Plan administrator
Date 2021-08-01
Name of individual signing AMBER SKATES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-01
Name of individual signing AMBER SKATES
Valid signature Filed with authorized/valid electronic signature
PHILLIPS CAPITAL PARTNERS, INC. WELFARE PLAN BCBS AL 2019 272921859 2020-07-31 PHILLIPS CAPITAL PARTNERS, INC. 242
File View Page
Three-digit plan number (PN) 504
Effective date of plan 2019-04-01
Business code 447100
Sponsor’s telephone number 8504602601
Plan sponsor’s mailing address 42 BUSINESS CENTRE DR UNIT 101, MIRAMAR BEACH, FL, 325506983
Plan sponsor’s address 42 BUSINESS CENTRE DR UNIT 101, MIRAMAR BEACH, FL, 325506983

Number of participants as of the end of the plan year
Active participants 252
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 8

Signature of
Role Plan administrator
Date 2020-07-31
Name of individual signing AMBER SKATES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-31
Name of individual signing AMBER SKATES
Valid signature Filed with authorized/valid electronic signature
PHILLIPS CAPITAL PARTNERS, INC. WELFARE PLAN BCBS FL 2018 272921859 2019-10-31 PHILLIPS CAPITAL PARTNERS, INC. 241
File View Page
Three-digit plan number (PN) 503
Effective date of plan 2018-09-15
Business code 447100
Sponsor’s telephone number 8504602601
Plan sponsor’s mailing address 42 BUSINESS CENTRE DR UNIT 101, MIRAMAR BEACH, FL, 325506983
Plan sponsor’s address 42 BUSINESS CENTRE DR UNIT 101, MIRAMAR BEACH, FL, 325506983

Number of participants as of the end of the plan year
Active participants 187
Retired or separated participants receiving benefits 4
Other retired or separated participants entitled to future benefits 6

Signature of
Role Plan administrator
Date 2019-10-31
Name of individual signing AMBER SKATES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-31
Name of individual signing AMBER SKATES
Valid signature Filed with authorized/valid electronic signature
PHILLIPS CAPITAL PARTNERS, INC. BCBS FL DENTAL PLAN 2018 272921859 2019-07-31 PHILLIPS CAPITAL PARTNERS, INC. 207
File View Page
Three-digit plan number (PN) 502
Effective date of plan 2018-09-01
Business code 447100
Sponsor’s telephone number 8504602601
Plan sponsor’s mailing address 42 BUSINESS CENTRE DR UNIT 101, MIRAMAR BEACH, FL, 325506983
Plan sponsor’s address 42 BUSINESS CENTRE DR UNIT 101, MIRAMAR BEACH, FL, 325506983

Plan administrator’s name and address
Administrator’s EIN 272921859
Plan administrator’s name AMBER SKATES
Plan administrator’s address 42 BUSINESS CENTRE DR UNIT 101, MIRAMAR BEACH, FL, 325506983
Administrator’s telephone number 8504602601

Number of participants as of the end of the plan year
Active participants 207
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 3

Signature of
Role Plan administrator
Date 2019-07-31
Name of individual signing AMBER SKATES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-31
Name of individual signing AMBER SKATES
Valid signature Filed with authorized/valid electronic signature
PHILLIPS CAPITAL PARTNERS, INC. WELFARE PLAN 2018 272921859 2019-07-12 PHILLIPS CAPITAL PARTNERS, INC. 220
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2015-07-15
Business code 447100
Sponsor’s telephone number 8504602601
Plan sponsor’s mailing address 42 BUSINESS CENTRE DR UNIT 101, MIRAMAR BEACH, FL, 325506983
Plan sponsor’s address 42 BUSINESS CENTRE DR UNIT 101, MIRAMAR BEACH, FL, 325506983

Number of participants as of the end of the plan year
Active participants 0
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0

Signature of
Role Plan administrator
Date 2019-07-12
Name of individual signing AMBER SKATES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-12
Name of individual signing AMBER SKATES
Valid signature Filed with authorized/valid electronic signature
PHILLIPS CAPITAL PARTNERS, INC. WELFARE PLAN 2017 272921859 2018-07-31 PHILLIPS CAPITAL PARTNERS, INC. 211
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2015-07-01
Business code 447100
Sponsor’s telephone number 8504602601
Plan sponsor’s mailing address 42 BUSINESS CENTRE DR UNIT 101, MIRAMAR BEACH, FL, 325506983
Plan sponsor’s address 42 BUSINESS CENTRE DR UNIT 101, MIRAMAR BEACH, FL, 325506983

Number of participants as of the end of the plan year
Active participants 210
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 7

Signature of
Role Plan administrator
Date 2018-07-31
Name of individual signing AMBER SKATES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-31
Name of individual signing AMBER SKATES
Valid signature Filed with authorized/valid electronic signature
PHILLIPS CAPITAL PARTNERS, INC. WELFARE PLAN 2016 272921859 2017-07-31 PHILLIPS CAPITAL PARTNERS, INC. 208
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2015-07-01
Business code 447100
Sponsor’s telephone number 8504602601
Plan sponsor’s mailing address 42 BUSINESS CENTRE DR UNIT 101, MIRAMAR BEACH, FL, 325506983
Plan sponsor’s address 42 BUSINESS CENTRE DR UNIT 101, MIRAMAR BEACH, FL, 325506983

Number of participants as of the end of the plan year
Active participants 187
Retired or separated participants receiving benefits 2
Other retired or separated participants entitled to future benefits 9

Signature of
Role Plan administrator
Date 2017-07-31
Name of individual signing AMBER SKATES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-31
Name of individual signing AMBER SKATES
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
PHILLIPS RUPERT E President 42 BUSINESS CENTRE DRIVE, MIRAMAR BEACH, FL, 32550
PHILLIPS SANDRA K Secretary 42 BUSINESS CENTRE DRIVE, MIRAMAR BEACH, FL, 32550
PHILLIPS RYAN E Vice President 42 BUSINESS CENTRE DRIVE, MIRAMAR BEACH, FL, 32550
ROE BOBBI A Director 42 BUSINESS CENTRE DRIVE, MIRAMAR BEACH, FL, 32550
PHILLIPS REGAN E Director 42 BUSINESS CENTRE DRIVE, MIRAMAR BEACH, FL, 32550
CAMPBELL SCOTT M Agent 4100 LEGENDARY DRIVE, DESTIN, FL, 32541

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2016-04-30 42 BUSINESS CENTRE DRIVE, SUITE 101, MIRAMAR BEACH, FL 32550 -
CHANGE OF MAILING ADDRESS 2016-04-30 42 BUSINESS CENTRE DRIVE, SUITE 101, MIRAMAR BEACH, FL 32550 -
REGISTERED AGENT NAME CHANGED 2016-04-30 CAMPBELL, SCOTT M -
REGISTERED AGENT ADDRESS CHANGED 2016-04-30 4100 LEGENDARY DRIVE, SUITE 200, DESTIN, FL 32541 -
AMENDMENT 2010-08-31 - -

Documents

Name Date
ANNUAL REPORT 2024-03-12
ANNUAL REPORT 2023-03-10
ANNUAL REPORT 2022-03-10
ANNUAL REPORT 2021-03-11
ANNUAL REPORT 2020-03-30
ANNUAL REPORT 2019-03-22
ANNUAL REPORT 2018-05-01
ANNUAL REPORT 2017-04-28
ANNUAL REPORT 2016-04-30
Reg. Agent Change 2015-06-26

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1895017100 2020-04-10 0491 PPP 42 Business Centre Dr, MIRAMAR BEACH, FL, 32550
Loan Status Date 2021-07-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 2200800
Loan Approval Amount (current) 2200800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 19595
Servicing Lender Name Ameris Bank
Servicing Lender Address 3490 Piedmont Rd NE, Ste 124, ATLANTA, GA, 30305
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address MIRAMAR BEACH, WALTON, FL, 32550-0001
Project Congressional District FL-01
Number of Employees 444
NAICS code 551114
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 19595
Originating Lender Name Ameris Bank
Originating Lender Address ATLANTA, GA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 2225762.5
Forgiveness Paid Date 2021-06-11
5676798508 2021-03-01 0491 PPS 42 Business Centre Dr Unit 101, Miramar Beach, FL, 32550-6983
Loan Status Date 2021-12-11
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 1849093
Loan Approval Amount (current) 1849093
Undisbursed Amount 0
Franchise Name -
Lender Location ID 19595
Servicing Lender Name Ameris Bank
Servicing Lender Address 3490 Piedmont Rd NE, Ste 124, ATLANTA, GA, 30305
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Miramar Beach, WALTON, FL, 32550-6983
Project Congressional District FL-01
Number of Employees 271
NAICS code 551112
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 19595
Originating Lender Name Ameris Bank
Originating Lender Address ATLANTA, GA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 1862112.64
Forgiveness Paid Date 2021-11-17

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PHILLIPS RUPERT E

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DESTIN DINER, INC. - Inactive
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DESTIN DINER, INC. - Inactive
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PHILLIPS SANDRA K

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FILL-UPS FOOD STORES III, INC. - Inactive
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PHILLIPS RYAN E

RD ATMS, LLC - Inactive
Florida Limited Liability Co. (2009 - 2010)
D&R RESTAURANT GROUP, INC - Inactive
Domestic Profit (2007 - 2013)
D&R RESTAURANT GROUP, INC - Inactive
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PHILLIPS ENERGY,INC. - Active
Domestic Profit (1973 )
PHILLIPS ENERGY,INC. - Active
Domestic Profit (1973 )
BALL PETROLEUM, INC. - Inactive
Domestic Profit (1985 - 2007)
BALL PETROLEUM, INC. - Inactive
Domestic Profit (1985 - 2007)
PANAMA CITY OIL & GAS, LLC - Inactive
Florida Limited Liability Co. (2001 - 2013)
FILL-UPS FOOD STORES II, INC. - Inactive
Domestic Profit (2006 - 2013)
FILL-UPS FOOD STORES II, INC. - Inactive
Domestic Profit (2006 - 2013)

ROE BOBBI A

ROE KIDS, LLC - Active
Florida Limited Liability Co. (2022 )
MIRAMAR CAPITAL GROUP, INC. - Active
Domestic Profit (2001 )
MIRAMAR CAPITAL GROUP, INC. - Active
Domestic Profit (2001 )
ROE FAMILY INVESTMENTS, LLC - Inactive
Florida Limited Liability Co. (2005 - 2009)

PHILLIPS REGAN E

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CAMPBELL SCOTT M

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42 BUSINESS CENTRE DRIVE, SUITE 101, MIRAMAR BEACH, FL, 32550, US

PFG-ATMS, LLC PHILLIPS FINANCIAL GROUP, LLC AVA KAY TOWNHOMES, LLC BIG BOSS PROPERTY MANAGEMENT, LLC JAARSSS MEDIA, LLC HCB REALTY ADVISORS, LLC GREEN ENERGY DEVELOPMENT GROUP, LLC GREEN ENERGY CONTRACTING, LLC GE HOLT, LLC

42 BUSINESS CENTRE DRIVE, SUITE 101, MIRAMAR BEACH, FL, 32550, US

PFG-ATMS, LLC PHILLIPS FINANCIAL GROUP, LLC AVA KAY TOWNHOMES, LLC BIG BOSS PROPERTY MANAGEMENT, LLC JAARSSS MEDIA, LLC HCB REALTY ADVISORS, LLC GREEN ENERGY DEVELOPMENT GROUP, LLC GREEN ENERGY CONTRACTING, LLC GE HOLT, LLC

Date of last update: 02 Apr 2025

Sources: Florida Department of State

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