Independent Actuaries, Inc.
Oregon
Registered In
09/21/2004
Incorp. Date
Company Summary
Independent Actuaries, Inc. at 5 Centerpointe Dr STE 520, Lake Oswego, Or 97035 lists Steven Diess and Elizabeth A Moore 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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Myatt & Bell, P.C.
Registered Agent
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10300 SW GREENBURG RD STE 500, PORTLAND, OR 97223
(Mailing)
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Steven Diess
President
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5 CENTERPOINTE DR STE 520, LAKE OSWEGO, OR 97035
(View Past Addresses)
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Elizabeth A Moore
Secretary
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5 CENTERPOINTE DR STE 520, LAKE OSWEGO, OR 97035
(View Past Addresses)
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5 CENTERPOINTE DR STE 520, LAKE OSWEGO, OR 97035
View Map
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10300 SW GREENBURG RD STE 500, PORTLAND, OR 97223
(Mailing)
View Map
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Financial Information for Independent Actuaries, Inc.
Form 5500
INDEPENDENT ACTUARIES, INC.
Five Centerpointe, Suite 520, Lake Oswego, Or 97035 (503) 520-0848 EIN:36-4561119 Plan Admin:Kristin Bartle| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameINDEPENDENT ACTUARIES, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY24 / 23 Assets BOY/EOY$6,205,303 / $5,339,493 | 2022 | INDEPENDENT ACTUARIES, INC. PROFIT SHARING PLAN - Plan #001 | 24 / 23 | $6,205,303 / $5,339,493 |
| 2022 | Plan NameINDEPENDENT ACTUARIES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY17 / 18 Assets BOY/EOY$1,524,080 / $1,677,073 | 2022 | INDEPENDENT ACTUARIES, INC. CASH BALANCE PLAN - Plan #002 | 17 / 18 | $1,524,080 / $1,677,073 |
| 2021 | Plan NameINDEPENDENT ACTUARIES, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY26 / 24 Assets BOY/EOY$5,445,866 / $6,205,303 | 2021 | INDEPENDENT ACTUARIES, INC. PROFIT SHARING PLAN - Plan #001 | 26 / 24 | $5,445,866 / $6,205,303 |
| 2021 | Plan NameINDEPENDENT ACTUARIES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY18 / 16 Assets BOY/EOY$1,064,354 / $1,524,080 | 2021 | INDEPENDENT ACTUARIES, INC. CASH BALANCE PLAN - Plan #002 | 18 / 16 | $1,064,354 / $1,524,080 |
| 2020 | Plan NameINDEPENDENT ACTUARIES, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 26 Assets BOY/EOY$4,674,323 / $5,445,866 | 2020 | INDEPENDENT ACTUARIES, INC. PROFIT SHARING PLAN - Plan #001 | 25 / 26 | $4,674,323 / $5,445,866 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
INDEPENDENT ACTUARIES, INC.
4500 Kruse Way, LAKE OSWEGO, OR 97035-2559 Industry:All Other Personal Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$330,000 Forgiven$332,748 LenderKeyBank National Association Jobs18 | 04/14/2020 | $330,000 | $332,748 | KeyBank National Association | 18 |
PPP Loans based on Paycheck Protection Program.
Address Match:5 Centerpointe Dr Lake Oswego, OR
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|
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|
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|
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|
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|
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|
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|
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|
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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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