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EXCALIBUR FINANCIAL GROUP, INC.

Company Details

Entity Name: EXCALIBUR FINANCIAL GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 11 Mar 1998 (27 years ago)
Last Event: CANCEL ADM DISS/REV
Event Date Filed: 09 Dec 2009 (15 years ago)
Document Number: P98000022761
FEI/EIN Number 59-3501032
Address: 812 N VALRICO RD, VALRICO, FL 33594
Mail Address: 812 N VALRICO RD, VALRICO, FL 33594
ZIP code: 33594
County: Hillsborough
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EXCALIBUR FINANCIAL GROUP, INC. 401(K) PLAN 2023 593501032 2024-09-08 EXCALIBUR FINANCIAL GROUP, INC. 4
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8132864450
Plan sponsor’s address 4830 WEST KENNEDY BLVD., SUITE 550, TAMPA, FL, 33609
EXCALIBUR FINANCIAL GROUP, INC. 401(K) PLAN 2022 593501032 2023-07-11 EXCALIBUR FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8132864450
Plan sponsor’s address 4830 WEST KENNEDY BLVD., SUITE 550, TAMPA, FL, 33609
EXCALIBUR FINANCIAL GROUP, INC. 401(K) PLAN 2021 593501032 2022-08-29 EXCALIBUR FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8132864450
Plan sponsor’s address 4830 WEST KENNEDY BLVD., SUITE 550, TAMPA, FL, 33609
EXCALIBUR FINANCIAL GROUP, INC. 401(K) PLAN 2020 593501032 2021-09-26 EXCALIBUR FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8132864450
Plan sponsor’s address 4010 WEST BOY SCOUT BLVD., SUITE 700, TAMPA, FL, 33607
EXCALIBUR FINANCIAL GROUP, INC. 401(K) PLAN 2019 593501032 2020-10-13 EXCALIBUR FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8132864450
Plan sponsor’s address 302 KNIGHTS RUN AVE, SUITE 110, TAMPA, FL, 34690
EXCALIBUR FINANCIAL GROUP, INC. 401(K) PLAN 2018 593501032 2019-10-09 EXCALIBUR FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8132864450
Plan sponsor’s address 302 KNIGHTS RUN AVE, SUITE 110, TAMPA, FL, 34690
EXCALIBUR FINANCIAL GROUP, INC. 401(K) PLAN 2018 593501032 2019-09-09 EXCALIBUR FINANCIAL GROUP, INC. 5
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8132864450
Plan sponsor’s address 302 KNIGHTS RUN AVE, SUITE 110, TAMPA, FL, 34690
EXCALIBUR FINANCIAL GROUP, INC. 401(K) PLAN 2017 593501032 2018-08-14 EXCALIBUR FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8132864450
Plan sponsor’s address 302 KNIGHTS RUN AVE, SUITE 110, TAMPA, FL, 34690
EXCALIBUR FINANCIAL GROUP, INC. 401(K) PLAN 2016 593501032 2017-09-29 EXCALIBUR FINANCIAL GROUP, INC. 4
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8132864450
Plan sponsor’s address 302 KNIGHTS RUN AVE, SUITE 110, TAMPA, FL, 34690

Agent

Name Role Address
AMERILAWYER Agent 343 ALMERIA AVENUE, CORAL GABLES, FL 33134

President

Name Role Address
MANNIX, WILLIAM President 812 N VALRICO RD, VALRICO, FL 33594

Secretary

Name Role Address
MANNIX, WILLIAM Secretary 812 N VALRICO RD, VALRICO, FL 33594

Treasurer

Name Role Address
MANNIX, WILLIAM Treasurer 812 N VALRICO RD, VALRICO, FL 33594

Director

Name Role Address
MANNIX, WILLIAM Director 812 N VALRICO RD, VALRICO, FL 33594

Vice President

Name Role Address
FABRIZIO, ROBERT Vice President 814 N VALRICO RD, VALRICO, FL 33594

Events

Event Type Filed Date Value Description
CANCEL ADM DISS/REV 2009-12-09 No data No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 2009-09-25 No data No data
CHANGE OF PRINCIPAL ADDRESS 2005-01-05 812 N VALRICO RD, VALRICO, FL 33594 No data
CHANGE OF MAILING ADDRESS 2005-01-05 812 N VALRICO RD, VALRICO, FL 33594 No data

Documents

Name Date
ANNUAL REPORT 2024-03-04
ANNUAL REPORT 2023-03-01
ANNUAL REPORT 2022-01-25
ANNUAL REPORT 2021-01-12
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-02-07
ANNUAL REPORT 2018-01-15
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-03-10
ANNUAL REPORT 2015-01-11

Date of last update: 01 Feb 2025

Sources: Florida Department of State