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.
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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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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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| 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 |
| 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 |
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