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Plan Name | LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | LEONARD ADAMS INSURANCE, INC. |
Employer identification number (EIN): | 930502772 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about LEONARD ADAMS INSURANCE, INC.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 2061-12-12 |
Company Identification Number: | 6778617 |
Legal Registered Office Address: |
5201 SW WESTGATE DR #300 PORTLAND United States of America (USA) 97221 |
More information about LEONARD ADAMS INSURANCE, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | SHERI DOONEY | 2023-09-28 | ||
001 | 2022-01-01 | SHERI DOONEY | 2023-12-14 | ||
001 | 2021-01-01 | SHERI DOONEY | 2022-08-09 | ||
001 | 2020-01-01 | SHERI DOONEY | 2021-10-12 | ||
001 | 2020-01-01 | SHERI DOONEY | 2021-11-16 | ||
001 | 2019-01-01 | SHERI DOONEY | 2020-07-01 | ||
001 | 2018-10-01 | JUDY PRICE | 2019-08-29 | ||
001 | 2017-10-01 | JUDY PRICE | 2019-02-15 | ||
001 | 2017-10-01 | JUDY PRICE | 2019-08-20 | ||
001 | 2016-10-01 | SEAN DOONEY | 2018-02-01 | ||
001 | 2015-10-01 | SEAN DOONEY | 2017-01-05 | ||
001 | 2014-10-01 | SEAN DOONEY | 2015-12-14 | SEAN DOONEY | 2015-12-14 |
001 | 2013-10-01 | SEAN DOONEY | 2014-11-20 | SEAN DOONEY | 2014-11-20 |
001 | 2012-10-01 | SEAN DOONEY | 2013-11-26 | SEAN DOONEY | 2013-11-26 |
001 | 2011-10-01 | BRIAN DOONEY | 2012-12-14 | BRIAN DOONEY | 2012-12-14 |
001 | 2009-10-01 | BRIAN DOONEY | BRIAN DOONEY | 2010-12-13 | |
001 | 2009-10-01 | BRIAN DOONEY | BRIAN DOONEY | 2010-12-30 | |
001 | 2009-10-01 | BRIAN DOONEY | BRIAN DOONEY | 2010-12-20 | |
001 | 2009-10-01 | BRIAN DOONEY | BRIAN DOONEY | 2010-12-15 |
Measure | Date | Value |
---|---|---|
2009: LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-10-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 9 |
Total of all active and inactive participants | 2009-10-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 31 |
Number of participants with account balances | 2009-10-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 2 |
Measure | Date | Value |
---|---|---|
2011 : LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data | ||
Total income from all sources | 2011-09-30 | $71,814 |
Expenses. Total of all expenses incurred | 2011-09-30 | $345,085 |
Benefits paid (including direct rollovers) | 2011-09-30 | $339,110 |
Total plan assets at end of year | 2011-09-30 | $5,834,264 |
Total plan assets at beginning of year | 2011-09-30 | $6,107,535 |
Value of fidelity bond covering the plan | 2011-09-30 | $500,000 |
Total contributions received or receivable from participants | 2011-09-30 | $61,495 |
Other income received | 2011-09-30 | $-89,681 |
Net income (gross income less expenses) | 2011-09-30 | $-273,271 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $5,834,264 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $6,107,535 |
Assets. Value of participant loans | 2011-09-30 | $31,090 |
Total contributions received or receivable from employer(s) | 2011-09-30 | $100,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $5,975 |
2009: LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses | ||
---|---|---|
2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | Yes |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |