Leonard Adams Insurance, Inc.
New Mexico
Registered In
07/30/2007
Incorp. Date
Foreign
Registration Type
Oregon
Foreign Jurisdiction
Company Summary
Leonard Adams Insurance, Inc. at 123 E Marcy St, Santa Fe, Nm 87501 lists Sheri Dooney and Julie Meehan as associates.
Overview
Registered In
New Mexico
Incorporation Date
Company Type
Foreign Profit Corporation
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Oregon
Search Other Resources
People
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C T Corporation System
Registered Agent
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206 S CORONADO AVE, ESPANOLA, NM 87532
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Sheri Dooney
President
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Julie Meehan
Vice President
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Tracey Price-Brosius
Treasurer
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Brian P Dooney
Director
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Map & Locations
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123 E MARCY ST, SANTA FE, NM 87501
View Map
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5201 SW WESTGATE DR STE 300, PORTLAND, OR 97221
(Mailing)
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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Leonard Adams Insurance, Inc.
Registered in Oregon
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Portland, OR | View Report | |
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Leonard Adams Insurance, Inc.
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Phoenix, AZ Portland, OR | View Report | |
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Leonard Adams Insurance, Inc.
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Cheyenne, WY Portland, OR | View Report | |
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Leonard Adams Insurance, Inc. (Dba Leonard Adams Insurance Agency)
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Glen Allen, VA Portland, OR | View Report | |
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Missoula, MT Portland, OR | View Report | |
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Sources
The following government agencies have contributed data:
• New Mexico Secretary of State • 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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