Leonard Adams Insurance, Inc.
Arizona
Registered In
01/20/1999
Incorp. Date
Foreign
Registration Type
Oregon
Foreign Jurisdiction
Company Summary
Leonard Adams Insurance, Inc. at 3800 N Central Ave STE 460, Phoenix, Az 85012 lists Sheri Dooney and Julie Meehan of Portland, OR as associates.
Overview
Registered In
Arizona
Incorporation Date
Company Type
Foreign For-Profit (Business) Corporation
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Oregon
Search Other Resources
People
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Ct Corporation System
Registered Agent
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3800 N CENTRAL AVE STE 460, PHOENIX, AZ 85012
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Sheri Dooney
President
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5201 SW WESTGATE DR # 300, PORTLAND, OR 97221
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Sheri Dooney
Chairman of the Board of Directors
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3225 SW MITCHELL CT, PORTLAND, OR 97239
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Julie Meehan
Vice President
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5201 SW WESTGATE DR #300 STE 300, PORTLAND, OR 97221
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Brian Dooney
Secretary
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5201 SW WESTGATE DR # 300, PORTLAND, OR 97221
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Tracey Price-Brosius
Treasurer
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5201 SW WESTGATE DR #300 STE 300, PORTLAND, OR 97221
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Map & Locations
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3800 N CENTRAL AVE STE 460, PHOENIX, AZ 85012
View Map
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5201 SW WESTGATE DR # 300, PORTLAND, OR 97221
View Map
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Financials
Financial Information for Leonard Adams Insurance, Inc.
Form 5500
LEONARD ADAMS INSURANCE, INC.
5201 SW Westgate Drive, Suite 300, Portland, Or 97221 (503) 296-0077 EIN:93-0502772 Plan Admin:Sheri Dooney| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameLEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY48 / 45 Assets BOY/EOY$5,770,313 / $5,421,315 | 2022 | LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 48 / 45 | $5,770,313 / $5,421,315 |
| 2021 | Plan NameLEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY47 / 48 Assets BOY/EOY$4,852,244 / $5,770,313 | 2021 | LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 47 / 48 | $4,852,244 / $5,770,313 |
| 2020 | Plan NameLEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY36 / 47 Assets BOY/EOY$4,357,112 / $4,852,244 | 2020 | LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 36 / 47 | $4,357,112 / $4,852,244 |
| 2019 | Plan NameLEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY36 / 36 Assets BOY/EOY$8,515,957 / $4,357,112 | 2019 | LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 36 / 36 | $8,515,957 / $4,357,112 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LEONARD ADAMS INSURANCE, INC.
5201 SW Westgate Dr, #300, PORTLAND, OR 97221 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/13/2020 | Approved$572,555 Forgiven$579,598 LenderKeyBank National Association Jobs35 | 05/13/2020 | $572,555 | $579,598 | KeyBank National Association | 35 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
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Sources
The following government agencies have contributed data:
• Arizona Corporation Commission • U.S. Department of Labor • U.S. Small Business Administration
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You can easily find answers to common questions on the Frequently Asked Questions page.
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