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JAMES PHILLIPS P.A. - Florida Company Profile

Company Details

Entity Name: JAMES PHILLIPS P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

JAMES 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: 06 Aug 2014 (11 years ago)
Document Number: P14000065804
FEI/EIN Number 47-1520891

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

Address: 1900 S. Harbor City Blvd. Suite 111, Melbourne, FL, 32901, US
Mail Address: 1900 S. Harbor City Blvd. Suite 111, Melbourne, FL, 32901, US
ZIP code: 32901
County: Brevard
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PHILLIPS FINANCIAL ADVISORS 401(K) PLAN 2023 923655730 2024-10-02 JAMES PHILLIPS P.A. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 3217227822
Plan sponsor’s address 1360 S. PATRICK DRIVE. SUITE 5, SATELLITE BEACH, FL, 32937

Signature of

Role Plan administrator
Date 2024-10-02
Name of individual signing ALLISON BRECHER
Valid signature Filed with authorized/valid electronic signature
PHILLIPS FINANCIAL ADVISORS 401(K) PLAN 2022 471520891 2023-09-28 JAMES PHILLIPS P.A. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 3217227822
Plan sponsor’s address 1360 S. PATRICK DRIVE. SUITE 5, SATELLITE BEACH, FL, 32937

Signature of

Role Plan administrator
Date 2023-09-28
Name of individual signing ALLISON BRECHER
Valid signature Filed with authorized/valid electronic signature
PHILLIPS FINANCIAL ADVISORS 401(K) PLAN 2021 471520891 2022-10-07 JAMES PHILLIPS P.A. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 3217227822
Plan sponsor’s address 1360 S. PATRICK DRIVE. SUITE 5, SATELLITE BEACH, FL, 32937

Signature of

Role Plan administrator
Date 2022-10-07
Name of individual signing ALLISON BRECHER
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
PHILLIPS JAMES President 3172 Tuscawillow Dr., Melbourne, FL, 32934
PHILLIPS JAMES Agent 3172 Tuscawillow Dr., Melbourne, FL, 32934

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G14000082807 PHILLIPS FINANCIAL ADVISORS EXPIRED 2014-08-12 2024-12-31 - 1360 S. PATRICK DR., SUITE 5, SATELLITE BEACH, FL, 32937

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2025-01-05 3172 Tuscawillow Dr., Melbourne, FL 32934 -
CHANGE OF PRINCIPAL ADDRESS 2025-01-02 1900 S. Harbor City Blvd. Suite 111, Melbourne, FL 32901 -
CHANGE OF MAILING ADDRESS 2025-01-02 1900 S. Harbor City Blvd. Suite 111, Melbourne, FL 32901 -
CHANGE OF PRINCIPAL ADDRESS 2016-03-03 1360 SOUTH PATRICK DRIVE, SUITE 5, SATELLITE BEACH, FL 32937 -
CHANGE OF MAILING ADDRESS 2016-03-03 1360 SOUTH PATRICK DRIVE, SUITE 5, SATELLITE BEACH, FL 32937 -
REGISTERED AGENT ADDRESS CHANGED 2016-03-03 1360 SOUTH PATRICK DRIVE, SUITE 5, SATELLITE BEACH, FL 32937 -

Documents

Name Date
ANNUAL REPORT 2025-01-05
ANNUAL REPORT 2024-03-10
ANNUAL REPORT 2023-01-21
ANNUAL REPORT 2022-02-03
ANNUAL REPORT 2021-02-07
ANNUAL REPORT 2020-05-02
ANNUAL REPORT 2019-02-08
ANNUAL REPORT 2018-04-10
ANNUAL REPORT 2017-05-01
ANNUAL REPORT 2016-03-03

Date of last update: 02 Apr 2025

Sources: Florida Department of State