J Phillips Investments, LLC

Florida
Registered In
01/04/2007
Incorp. Date

Company Summary

J Phillips Investments, LLC at 20 3rd ST SW STE 301, Winter Haven, FL 33880 lists Phillips Julie and Hollowell Angela L of Winter Haven, FL as the associates.

Overview

Registered In
Florida
Incorporation Date
Company Type
Florida Limited Liability Co.
Status
Active
Registration Type
Domestic
EIN
26-3648148
Email
*****@jphillipsinvestments.com
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People

Phillips Julie Registered Agent
1805 WOODPOINTE DR, WINTER HAVEN, FL 33884
Phillips Julie Managing Member
1805 WOODPOINTE DR, WINTER HAVEN, FL 33884
Hollowell Angela L Managing Member
1805 WOODPOINTE DR, WINTER HAVEN, FL 33884

Map & Locations

20 3RD ST SW STE 301, WINTER HAVEN, FL 33880 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for J Phillips Investments, LLC

Form 5500

J. PHILLIPS INVESTMENTS, LLC

20 3rd Street, SW Suite 301, Winter Haven, FL 33880 (863) 294-3875 EIN:26-3648148 Plan Admin:Julie Phillips
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameJ. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,192,345 / $1,709,113 2023 J. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST - Plan #001 3 / 3 $1,192,345 / $1,709,113
2022 Plan NameJ. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,534,466 / $1,192,345 2022 J. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST - Plan #001 3 / 3 $1,534,466 / $1,192,345
2021 Plan NameJ. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,213,583 / $1,534,466 2021 J. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST - Plan #001 3 / 3 $1,213,583 / $1,534,466
2020 Plan NameJ. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$784,799 / $1,213,583 2020 J. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST - Plan #001 2 / 3 $784,799 / $1,213,583
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor
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