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.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Business Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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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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5335 MEADOWS RD STE 101, LAKE OSWEGO, OR 97035
View Map
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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 |
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
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Oak Tree Insurance, Inc.
Registered in Texas
|
Lake Oswego, OR Plano, TX | View Report | |
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Oak Tree Insurance, Inc.
Registered in Montana
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Kalispell, MT Lake Oswego, OR | View Report |
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|
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|
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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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