Oak Tree Insurance, Inc.
Oregon
Registered In
03/08/1985
Incorp. Date
Company Summary
Oak Tree Insurance, Inc. at 5335 Meadows Rd STE 101, Lake Oswego, Or 97035 lists Stephen A Lacesa and Linda Lacesa of Lake Oswego, OR as the associates.
Overview
Registered In
Oregon
Incorporation Date
Company Type
Domestic Business Corporation
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Stephen A Lacesa
Registered Agent
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14380 UPLANDS DR, LAKE OSWEGO, OR 97034
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Stephen A Lacesa
President
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14380 UPLANDS DR, LAKE OSWEGO, OR 97034
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Linda Lacesa
Secretary
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14380 UPLANDS DR, LAKE OSWEGO, OR 97034
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Showing current associates only (3 of 4 total associates). Create a free account to see the full associate history
Map & Locations
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5335 MEADOWS RD STE 101, LAKE OSWEGO, OR 97035
View Map
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Alias/DBA
Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Oak Tree Financial
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Lake Oswego, OR |
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
Address Match:5335 Meadows Rd Ste 101 Lake Oswego, OR
|
Oak Tree Insurance, Inc.
Registered in Texas
|
Lake Oswego, OR Plano, TX | View Report | |
|
Oak Tree Insurance, Inc.
Registered in Montana
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Kalispell, MT Lake Oswego, OR | View Report |
Related Business Names:
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Oak Tree Insurance Agency, Inc.
Registered in New Jersey
|
View Report | ||
|
Oak Tree Insurance, Inc.
Registered in California
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Lake Oswebo, OR Westlake Village, CA (1 more) | View Report | |
|
Oak Tree Insurance Agency, Inc.
Registered in Oklahoma
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Edmond, OK | View Report | |
|
Oak Tree Insurance Agency, Inc.
Registered in Massachusetts
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Auburn, MA Shrewsbury, MA | View Report | |
|
Oak Tree Insurance Agency, Inc.
Registered in Florida
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Lantana, FL | View Report | |
|
Rogers Oak Tree Insurance & Financial Services, Inc.
Registered in California
|
Merced, CA | View Report |
Address Match:5335 Meadows Rd Lake Oswego, OR
|
Amc-Tinley Park LLC
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|
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|
Edson Investments, LLC
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Ka-1 Associates, LLC
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Ka-5 Associates, LLC
Registered in Oregon
|
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|
Sterling Alliance Wealth Partners LTD
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|
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|
Anthem Memory Care LLC
Registered in Colorado
|
Denver, CO Lake Oswego, OR (1 more) | View Report | |
|
631 Atrium, LLC
Registered in Florida
|
Lake Oswego, OR Tallahassee, FL | View Report | |
|
Benefit Specialists, Inc.
Registered in Oregon
|
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|
Eudemonia Publishing, LLC
Registered in Oregon
|
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|
Human Investing Insurance LLC
Registered in Oregon
|
Lake Oswego, OR | View Report | |
|
Nrea LLC
Registered in Oregon
|
Lake Oswego, OR | View Report | |
|
Over & Strauch, Inc.
Registered in Oregon
|
Lake Oswego, OR | View Report | |
|
Park Place Condos, LLC
Registered in Oregon
|
Lake Oswego, OR | View Report | |
|
Totten, Inc., a Corporation of Washington
Registered in Oregon
|
Lake Oswego, OR | View Report | |
|
West Coast Mortgage CO.
Registered in Oregon
|
Lake Oswego, OR | View Report | |
|
Willamette Advisory LLC
Registered in Oregon
|
Lake Oswego, OR | View Report | |
|
Financial Center Mortgages & Investments, LLC
Registered in Idaho
|
Hood River, OR Lake Oswego, OR | View Report | |
|
Benefit Specialists, Inc.
Registered in Idaho
|
Lake Oswego, OR | View Report | |
|
Sunland Hay Exports Inc.
Registered in California
|
Lake Oswego, OR Los Angeles, CA (1 more) | View Report |
Sources
The following government agencies have contributed data:
• Oregon Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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