Oak Tree Insurance, Inc.
Montana
Registered In
12/15/2011
Incorp. Date
Foreign
Registration Type
Oregon
Foreign Jurisdiction
Company Summary
Oak Tree Insurance, Inc. at 5335 Meadows Rd STE 101, Lake Oswego, Or 97035 lists Travis Davison of Kalispell, MT.
- Registered In
- Montana
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Oregon
- Company Type
- Foreign Profit Corporation
- Status
- Inactive-Revoked
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Travis Davison
Registered Agent
|
11 5TH AVE E, KALISPELL, MT 59901
|
|
5335 MEADOWS RD STE 101, LAKE OSWEGO, OR 97035
(Mailing)
View Map
|
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.
Address Match:5335 Meadows Rd Ste 101 Lake Oswego, OR
|
Oak Tree Insurance, Inc.
Registered in Oregon
|
Lake Oswego, OR Beaver Creek, OR | View Report | |
|
Oak Tree Insurance, Inc.
Registered in Texas
|
Lake Oswego, OR Plano, TX | View Report |
Related Business Names:
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|
Oak Tree Insurance, Inc.
Registered in California
|
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|
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|
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|
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|
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Person/City Match:Travis Davison - Kalispell, MT
|
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Financial Center Mortgages & Investments, LLC
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|
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The following government agencies have contributed data:
Montana Secretary of State U.S. Department of Labor U.S. Small Business Administration
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