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  5. PHILLIPS CAPITAL PARTNERS, INC.

PHILLIPS CAPITAL PARTNERS, INC.

Company Details

Entity Name: PHILLIPS CAPITAL PARTNERS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 23 Jun 2010 (15 years ago)
Last Event: AMENDMENT
Event Date Filed: 31 Aug 2010 (14 years ago)
Document Number: P10000052874
FEI/EIN Number 27-2921859
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

Agent

Name Role Address
CAMPBELL SCOTT M Agent 4100 LEGENDARY DRIVE, DESTIN, FL, 32541

President

Name Role Address
PHILLIPS RUPERT E President 42 BUSINESS CENTRE DRIVE, MIRAMAR BEACH, FL, 32550

Secretary

Name Role Address
PHILLIPS SANDRA K Secretary 42 BUSINESS CENTRE DRIVE, MIRAMAR BEACH, FL, 32550

Vice President

Name Role Address
PHILLIPS RYAN E Vice President 42 BUSINESS CENTRE DRIVE, MIRAMAR BEACH, FL, 32550

Director

Name Role Address
ROE BOBBI A Director 42 BUSINESS CENTRE DRIVE, MIRAMAR BEACH, FL, 32550
PHILLIPS REGAN E Director 42 BUSINESS CENTRE DRIVE, MIRAMAR BEACH, FL, 32550

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2016-04-30 42 BUSINESS CENTRE DRIVE, SUITE 101, MIRAMAR BEACH, FL 32550 No data
CHANGE OF MAILING ADDRESS 2016-04-30 42 BUSINESS CENTRE DRIVE, SUITE 101, MIRAMAR BEACH, FL 32550 No data
REGISTERED AGENT NAME CHANGED 2016-04-30 CAMPBELL, SCOTT M No data
REGISTERED AGENT ADDRESS CHANGED 2016-04-30 4100 LEGENDARY DRIVE, SUITE 200, DESTIN, FL 32541 No data
AMENDMENT 2010-08-31 No data No data

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

Related by officers

PHILLIPS RUPERT E

BIG BOSS MANAGER, LLC HCB AREA DEVELOPERS, LLC MATCH STICK, INC. BEACH STREET DINERS, INC. COMMERCIAL ASSOCIATE PROPERTIES, INC. DESTIN GATEWAY PARTNERS, LLC BAKER LAND I, LLC DP PROPERTY HOLDINGS, INC. DESTIN RESTAURANT GROUP, INC. BAKER LAND II, LLC

PHILLIPS SANDRA K

DP PROPERTY HOLDINGS, INC. OLSON DEVELOPMENT COMPANY, INC. PHILLIPS PROPERTIES, INC. LEESBURG NEWSPAPERS, INC. PHILLIPS ENERGY,INC.

PHILLIPS RYAN E

RD ATMS, LLC HCB AREA DEVELOPERS, LLC TATE ENTERPRISES, INC. BALL PETROLEUM, INC. DESTIN GAS GROUP III, L.L.C. DESTIN GAS GROUP I, L.L.C. PHILLIPS PROPERTIES, INC. D&R RESTAURANT GROUP, INC PHILLIPS ENERGY,INC. PANAMA CITY OIL & GAS, LLC

ROE BOBBI A

MIRAMAR CAPITAL GROUP, INC.

PHILLIPS REGAN E

LYRICAL STUDIOS, LLC PHILLIPS PROPERTIES, INC.

CAMPBELL SCOTT M

MARRY ME AT THE BEACH, LLC MSFOXY, LLC HIGH DUNES, LLC PFG-ATMS, LLC PHILLIPS FINANCIAL GROUP, LLC INTEGRITY FIRST INSURANCE, INC. JEDB, LLC AVA KAY TOWNHOMES, LLC BIG BOSS PROPERTY MANAGEMENT, LLC JAARSSS MEDIA, LLC

Related by address

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 Jan 2025

Sources: Florida Department of State

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