Oak Tree Insurance, Inc.
Lake Oswebo, OR
California
Registered In
06/03/2002
Incorp. Date
Foreign
Registration Type
Oregon
Foreign Jurisdiction
Company Summary
Oak Tree Insurance, Inc. at 340 Oswego Pointe Dr STE 100, Lake Oswebo, Or 97034 lists Guido M Lacesa of Beaver Creek, OR as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Out of State - Stock
Status
Forfeited - Ftb
Registration Type
Foreign
Foreign Jurisdiction
Oregon
Search Other Resources
People
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John H Nelson
Individual Agent
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1603 RYDERCOP DR, WESTLAKE VILLAGE, CA 91362
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Guido M Lacesa
CEO
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18480 S LWR HIGHLAND, Beaver Creek, OR 97004
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Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history
Map & Locations
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340 OSWEGO POINTE DR STE 100, LAKE OSWEBO, OR 97034
(Mailing)
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 Oak Tree Insurance, Inc.
Form 5500
OAK TREE INSURANCE, INC.
5335 Meadows Rd STE 101, Lake Oswego, Or 97035 (503) 635-3303 EIN:93-0884200 Plan Admin:Oak Tree Insurance, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameOAK TREE INSURANCE, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY13 / 16 Assets BOY/EOY$939,338 / $867,143 | 2022 | OAK TREE INSURANCE, INC. 401(K) P/S PLAN - Plan #001 | 13 / 16 | $939,338 / $867,143 |
| 2021 | Plan NameOAK TREE INSURANCE, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$821,305 / $939,338 | 2021 | OAK TREE INSURANCE, INC. 401(K) P/S PLAN - Plan #001 | 14 / 13 | $821,305 / $939,338 |
| 2020 | Plan NameOAK TREE INSURANCE 401(K) PLAN Plan #001 Participants BOY/EOY16 / 14 Assets BOY/EOY$983,145 / $821,305 | 2020 | OAK TREE INSURANCE 401(K) PLAN - Plan #001 | 16 / 14 | $983,145 / $821,305 |
| 2019 | Plan NameOAK TREE INSURANCE 401(K) PLAN Plan #001 Participants BOY/EOY13 / 16 Assets BOY/EOY$734,013 / $983,145 | 2019 | OAK TREE INSURANCE 401(K) PLAN - Plan #001 | 13 / 16 | $734,013 / $983,145 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
OAK TREE INSURANCE, INC.
5335 MEADOWS RD, Suite 101, LAKE OSWEGO, OR 97035-0026 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$183,500 Forgiven$184,827 LenderUmpqua Bank Jobs14 | 04/07/2020 | $183,500 | $184,827 | Umpqua Bank | 14 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
|
Oak Tree Insurance Agency, Inc.
Registered in New Jersey
|
View Report | ||
|
Oak Tree Insurance, Inc.
Registered in Oregon
|
Lake Oswego, OR Beaver Creek, OR | View Report | |
|
Oak Tree Insurance Agency, Inc.
Registered in Oklahoma
|
Edmond, OK | View Report | |
|
Oak Tree Insurance, Inc.
Registered in Texas
|
Lake Oswego, OR Plano, TX | View Report | |
|
Oak Tree Insurance Agency, Inc.
Registered in Massachusetts
|
Auburn, MA Shrewsbury, MA | View Report | |
|
Oak Tree Insurance Agency, Inc.
Registered in Florida
|
Lantana, FL | View Report | |
|
Oak Tree Insurance, Inc.
Registered in Montana
|
Kalispell, MT Lake Oswego, OR | View Report | |
|
Rogers Oak Tree Insurance & Financial Services, Inc.
Registered in California
|
Merced, CA | View Report |
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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