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
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People

Ct Corporation System Registered Agent
3800 N CENTRAL AVE STE 460, PHOENIX, AZ 85012
Sheri Dooney President
5201 SW WESTGATE DR # 300, PORTLAND, OR 97221
Sheri Dooney Chairman of the Board of Directors
3225 SW MITCHELL CT, PORTLAND, OR 97239
Julie Meehan Vice President
5201 SW WESTGATE DR #300 STE 300, PORTLAND, OR 97221
Brian Dooney Secretary
5201 SW WESTGATE DR # 300, PORTLAND, OR 97221
Tracey Price-Brosius Treasurer
5201 SW WESTGATE DR #300 STE 300, PORTLAND, OR 97221

Map & Locations

3800 N CENTRAL AVE STE 460, PHOENIX, AZ 85012 View Map
5201 SW WESTGATE DR # 300, PORTLAND, OR 97221 View Map

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.

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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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