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  5. THE PHOENIX AGENCY, INC.

THE PHOENIX AGENCY, INC.

Company Details

Entity Name: THE PHOENIX AGENCY, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 24 Jan 1991 (34 years ago)
Document Number: S27231
FEI/EIN Number 59-3044040
Address: 16105 N FLORIDA AVE, SUITE B-1, LUTZ, FL 33549
Mail Address: 16105 N FLORIDA AVE, SUITE B-1, LUTZ, FL 33549
ZIP code: 33549
County: Hillsborough
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE PHOENIX AGENCY 401(K) PROFIT SHARING PLAN & TRUST 2023 593044040 2024-07-03 THE PHOENIX AGENCY, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-11-01
Business code 541990
Sponsor’s telephone number 8139087701
Plan sponsor’s address 16105 NORTH FLORIDA AVE., SUITE B-1, LUTZ, FL, 33549

Signature of
Role Plan administrator
Date 2024-04-30
Name of individual signing STEVE YOUNG
Valid signature Filed with authorized/valid electronic signature
THE PHOENIX AGENCY 401(K) PROFIT SHARING PLAN & TRUST 2022 593044040 2023-06-15 THE PHOENIX AGENCY, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-11-01
Business code 541990
Sponsor’s telephone number 8139087701
Plan sponsor’s address 16105 NORTH FLORIDA AVE., SUITE B-1, LUTZ, FL, 33549

Signature of
Role Plan administrator
Date 2023-06-15
Name of individual signing STEVEN YOUNG
Valid signature Filed with authorized/valid electronic signature
THE PHOENIX AGENCY 401(K) PROFIT SHARING PLAN & TRUST 2021 593044040 2022-05-11 THE PHOENIX AGENCY, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-11-01
Business code 541990
Sponsor’s telephone number 8139087701
Plan sponsor’s address 16105 NORTH FLORIDA AVE., SUITE B-1, LUTZ, FL, 33549

Signature of
Role Plan administrator
Date 2022-05-11
Name of individual signing STEVEN YOUNG
Valid signature Filed with authorized/valid electronic signature
THE PHOENIX AGENCY 401(K) PROFIT SHARING PLAN & TRUST 2020 593044040 2021-04-30 THE PHOENIX AGENCY, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-11-01
Business code 541990
Sponsor’s telephone number 8139087701
Plan sponsor’s address 16105 NORTH FLORIDA AVE., SUITE B-1, LUTZ, FL, 33549

Signature of
Role Plan administrator
Date 2021-04-30
Name of individual signing STEVEN YOUNG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-04-30
Name of individual signing STEVEN YOUNG
Valid signature Filed with authorized/valid electronic signature
THE PHOENIX AGENCY 401(K) PROFIT SHARING PLAN & TRUST 2019 593044040 2020-04-24 THE PHOENIX AGENCY, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-11-01
Business code 541990
Sponsor’s telephone number 8139087701
Plan sponsor’s address 16105 NORTH FLORIDA AVE., SUITE B-1, LUTZ, FL, 33549

Signature of
Role Plan administrator
Date 2020-04-24
Name of individual signing STEVE YOUNG
Valid signature Filed with authorized/valid electronic signature
THE PHOENIX AGENCY 401(K) PROFIT SHARING PLAN & TRUST 2018 593044040 2019-06-11 THE PHOENIX AGENCY, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-11-01
Business code 541990
Sponsor’s telephone number 8139087701
Plan sponsor’s address 16105 NORTH FLORIDA AVE., SUITE B-1, LUTZ, FL, 33549

Signature of
Role Plan administrator
Date 2019-06-11
Name of individual signing STEVE YOUNG
Valid signature Filed with authorized/valid electronic signature
THE PHOENIX AGENCY 401(K) PROFIT SHARING PLAN & TRUST 2017 593044040 2018-05-10 THE PHOENIX AGENCY, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-11-01
Business code 541990
Sponsor’s telephone number 8139087701
Plan sponsor’s address 16105 NORTH FLORIDA AVE., SUITE B-1, LUTZ, FL, 33549

Signature of
Role Plan administrator
Date 2018-05-10
Name of individual signing STEVE YOUNG
Valid signature Filed with authorized/valid electronic signature
THE PHOENIX AGENCY 401(K) PROFIT SHARING PLAN & TRUST 2016 593044040 2017-06-15 THE PHOENIX AGENCY, INC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-11-01
Business code 541990
Sponsor’s telephone number 8139087701
Plan sponsor’s address 16105 NORTH FLORIDA AVE., SUITE B 1, LUTZ, FL, 33549

Signature of
Role Plan administrator
Date 2017-06-15
Name of individual signing STEVEN YOUNG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-06-15
Name of individual signing STEVEN YOUNG
Valid signature Filed with authorized/valid electronic signature
THE PHOENIX AGENCY 401(K) PROFIT SHARING PLAN & TRUST 2015 593044040 2016-05-11 THE PHOENIX AGENCY, INC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-11-01
Business code 541990
Sponsor’s telephone number 8139087701
Plan sponsor’s address 16105 NORTH FLORIDA AVE, SUITE B 1, LUTZ, FL, 33549

Signature of
Role Plan administrator
Date 2016-05-11
Name of individual signing DEBORAH L YOUNG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-11
Name of individual signing DEBORAH L YOUNG
Valid signature Filed with authorized/valid electronic signature
THE PHOENIX AGENCY 401(K) PROFIT SHARING PLAN & TRUST 2014 593044040 2015-04-30 THE PHOENIX AGENCY, INC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-11-01
Business code 541990
Sponsor’s telephone number 8139087701
Plan sponsor’s address 16105 NORTH FLORIDA AVE., SUITE B 1, LUTZ, FL, 33549

Signature of
Role Plan administrator
Date 2015-04-30
Name of individual signing DEBORAH L YOUNG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-04-30
Name of individual signing DEBORAH L YOUNG
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
O'ROURKE, COLLEEN Agent 4805 WEST LAUREL STREET, SUITE 230, TAMPA, FL 33607

Director

Name Role Address
YOUNG, STEVEN G. Director 2312 W. Texas Ave, TAMPA, FL 33629

President

Name Role Address
YOUNG, STEVEN G. President 2312 W. Texas Ave, TAMPA, FL 33629

Treasurer

Name Role Address
YOUNG, STEVEN G. Treasurer 2312 W. Texas Ave, TAMPA, FL 33629

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2017-02-06 O'ROURKE, COLLEEN No data
REGISTERED AGENT ADDRESS CHANGED 2007-03-21 4805 WEST LAUREL STREET, SUITE 230, TAMPA, FL 33607 No data
CHANGE OF PRINCIPAL ADDRESS 1997-04-17 16105 N FLORIDA AVE, SUITE B-1, LUTZ, FL 33549 No data
CHANGE OF MAILING ADDRESS 1997-04-17 16105 N FLORIDA AVE, SUITE B-1, LUTZ, FL 33549 No data

Documents

Name Date
ANNUAL REPORT 2025-01-03
ANNUAL REPORT 2024-01-04
ANNUAL REPORT 2023-01-03
ANNUAL REPORT 2022-01-05
ANNUAL REPORT 2021-01-08
ANNUAL REPORT 2020-01-13
ANNUAL REPORT 2019-01-10
ANNUAL REPORT 2018-01-04
ANNUAL REPORT 2017-02-06
ANNUAL REPORT 2016-02-23

Related by officers

YOUNG, STEVEN G.

TEST AND BALANCE CORPORATION OF PENSACOLA, INC.

Related by address

No related companies by address

Date of last update: 03 Feb 2025

Sources: Florida Department of State

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