LEONARD ADAMS INSURANCE, INC.
Plan context: LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST
EIN 93-0502772 • Portland, OR • 25 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
46
2024 Assets
$7,131,758
2024 Contributions
$578,993
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 46 | $7,131,758 | $578,993 | $12,587iApproximate average salary by contribution assumption: employee only about $314,670 at 4% or $209,780 at 6%; with 50% employer match about $209,780 at 4% or $139,853 at 6%; with 100% employer match about $157,335 at 4% or $104,890 at 6%. |
| LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 46 | $7,131,758 | $578,993 | $12,587iApproximate average salary by contribution assumption: employee only about $314,670 at 4% or $209,780 at 6%; with 50% employer match about $209,780 at 4% or $139,853 at 6%; with 100% employer match about $157,335 at 4% or $104,890 at 6%. |
| 2023 | 1 | 43 | $6,164,877 | $509,277 | $11,844iApproximate average salary by contribution assumption: employee only about $296,091 at 4% or $197,394 at 6%; with 50% employer match about $197,394 at 4% or $131,596 at 6%; with 100% employer match about $148,046 at 4% or $98,697 at 6%. |
| LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 43 | $6,164,877 | $509,277 | $11,844iApproximate average salary by contribution assumption: employee only about $296,091 at 4% or $197,394 at 6%; with 50% employer match about $197,394 at 4% or $131,596 at 6%; with 100% employer match about $148,046 at 4% or $98,697 at 6%. |
| 2022 | 1 | 43 | $5,421,315 | $656,878 | $15,276iApproximate average salary by contribution assumption: employee only about $381,906 at 4% or $254,604 at 6%; with 50% employer match about $254,604 at 4% or $169,736 at 6%; with 100% employer match about $190,953 at 4% or $127,302 at 6%. |
| LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 43 | $5,421,315 | $656,878 | $15,276iApproximate average salary by contribution assumption: employee only about $381,906 at 4% or $254,604 at 6%; with 50% employer match about $254,604 at 4% or $169,736 at 6%; with 100% employer match about $190,953 at 4% or $127,302 at 6%. |
| 2021 | 1 | 44 | $5,770,313 | $469,396 | $10,668iApproximate average salary by contribution assumption: employee only about $266,702 at 4% or $177,802 at 6%; with 50% employer match about $177,802 at 4% or $118,534 at 6%; with 100% employer match about $133,351 at 4% or $88,901 at 6%. |
| LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 44 | $5,770,313 | $469,396 | $10,668iApproximate average salary by contribution assumption: employee only about $266,702 at 4% or $177,802 at 6%; with 50% employer match about $177,802 at 4% or $118,534 at 6%; with 100% employer match about $133,351 at 4% or $88,901 at 6%. |
| 2020 | 1 | 43 | $4,852,244 | $296,231 | $6,889iApproximate average salary by contribution assumption: employee only about $172,227 at 4% or $114,818 at 6%; with 50% employer match about $114,818 at 4% or $76,545 at 6%; with 100% employer match about $86,114 at 4% or $57,409 at 6%. |
| LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 43 | $4,852,244 | $296,231 | $6,889iApproximate average salary by contribution assumption: employee only about $172,227 at 4% or $114,818 at 6%; with 50% employer match about $114,818 at 4% or $76,545 at 6%; with 100% employer match about $86,114 at 4% or $57,409 at 6%. |
| 2019 | 1 | 36 | $4,357,112 | $1,855,277 | $51,535iApproximate average salary by contribution assumption: employee only about $1,288,387 at 4% or $858,925 at 6%; with 50% employer match about $858,925 at 4% or $572,616 at 6%; with 100% employer match about $644,193 at 4% or $429,462 at 6%. |
| LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 36 | $4,357,112 | $1,855,277 | $51,535iApproximate average salary by contribution assumption: employee only about $1,288,387 at 4% or $858,925 at 6%; with 50% employer match about $858,925 at 4% or $572,616 at 6%; with 100% employer match about $644,193 at 4% or $429,462 at 6%. |
| 2018 | 1 | 36 | $8,515,957 | $66,078 | $1,836iApproximate average salary by contribution assumption: employee only about $45,888 at 4% or $30,592 at 6%; with 50% employer match about $30,592 at 4% or $20,394 at 6%; with 100% employer match about $22,944 at 4% or $15,296 at 6%. |
| LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 36 | $8,515,957 | $66,078 | $1,836iApproximate average salary by contribution assumption: employee only about $45,888 at 4% or $30,592 at 6%; with 50% employer match about $30,592 at 4% or $20,394 at 6%; with 100% employer match about $22,944 at 4% or $15,296 at 6%. |
| 2017 | 1 | 34 | $9,723,833 | $305,808 | $8,994iApproximate average salary by contribution assumption: employee only about $224,859 at 4% or $149,906 at 6%; with 50% employer match about $149,906 at 4% or $99,937 at 6%; with 100% employer match about $112,429 at 4% or $74,953 at 6%. |
| LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 34 | $9,723,833 | $305,808 | $8,994iApproximate average salary by contribution assumption: employee only about $224,859 at 4% or $149,906 at 6%; with 50% employer match about $149,906 at 4% or $99,937 at 6%; with 100% employer match about $112,429 at 4% or $74,953 at 6%. |
| 2016 | 1 | 33 | $9,630,857 | $279,780 | $8,478iApproximate average salary by contribution assumption: employee only about $211,955 at 4% or $141,303 at 6%; with 50% employer match about $141,303 at 4% or $94,202 at 6%; with 100% employer match about $105,977 at 4% or $70,652 at 6%. |
| LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 33 | $9,630,857 | $279,780 | $8,478iApproximate average salary by contribution assumption: employee only about $211,955 at 4% or $141,303 at 6%; with 50% employer match about $141,303 at 4% or $94,202 at 6%; with 100% employer match about $105,977 at 4% or $70,652 at 6%. |
| 2015 | 1 | 39 | $8,869,288 | $262,570 | $6,733iApproximate average salary by contribution assumption: employee only about $168,314 at 4% or $112,209 at 6%; with 50% employer match about $112,209 at 4% or $74,806 at 6%; with 100% employer match about $84,157 at 4% or $56,105 at 6%. |
| LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 39 | $8,869,288 | $262,570 | $6,733iApproximate average salary by contribution assumption: employee only about $168,314 at 4% or $112,209 at 6%; with 50% employer match about $112,209 at 4% or $74,806 at 6%; with 100% employer match about $84,157 at 4% or $56,105 at 6%. |
| 2014 | 1 | 37 | $8,272,276 | $291,591 | $7,881iApproximate average salary by contribution assumption: employee only about $197,021 at 4% or $131,347 at 6%; with 50% employer match about $131,347 at 4% or $87,565 at 6%; with 100% employer match about $98,510 at 4% or $65,674 at 6%. |
| LEONARD ADAMS INSURANCE INC 401K PROFIT SHARE | - | 37 | $8,272,276 | $291,591 | $7,881iApproximate average salary by contribution assumption: employee only about $197,021 at 4% or $131,347 at 6%; with 50% employer match about $131,347 at 4% or $87,565 at 6%; with 100% employer match about $98,510 at 4% or $65,674 at 6%. |
| 2013 | 1 | 35 | $8,782,039 | $211,183 | $6,034iApproximate average salary by contribution assumption: employee only about $150,845 at 4% or $100,563 at 6%; with 50% employer match about $100,563 at 4% or $67,042 at 6%; with 100% employer match about $75,423 at 4% or $50,282 at 6%. |
| LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARE PLAN & TRUST | - | 35 | $8,782,039 | $211,183 | $6,034iApproximate average salary by contribution assumption: employee only about $150,845 at 4% or $100,563 at 6%; with 50% employer match about $100,563 at 4% or $67,042 at 6%; with 100% employer match about $75,423 at 4% or $50,282 at 6%. |
| 2012 | 1 | 33 | $8,025,722 | $231,902 | $7,027iApproximate average salary by contribution assumption: employee only about $175,683 at 4% or $117,122 at 6%; with 50% employer match about $117,122 at 4% or $78,081 at 6%; with 100% employer match about $87,842 at 4% or $58,561 at 6%. |
| LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARE PLAN & TRUST | - | 33 | $8,025,722 | $231,902 | $7,027iApproximate average salary by contribution assumption: employee only about $175,683 at 4% or $117,122 at 6%; with 50% employer match about $117,122 at 4% or $78,081 at 6%; with 100% employer match about $87,842 at 4% or $58,561 at 6%. |
| 2011 | 1 | 31 | $6,873,171 | $193,618 | $6,246iApproximate average salary by contribution assumption: employee only about $156,144 at 4% or $104,096 at 6%; with 50% employer match about $104,096 at 4% or $69,397 at 6%; with 100% employer match about $78,072 at 4% or $52,048 at 6%. |
| LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARE PLAN & TRUST | - | 31 | $6,873,171 | $193,618 | $6,246iApproximate average salary by contribution assumption: employee only about $156,144 at 4% or $104,096 at 6%; with 50% employer match about $104,096 at 4% or $69,397 at 6%; with 100% employer match about $78,072 at 4% or $52,048 at 6%. |
| 2010 | 1 | 23 | $5,834,264 | $161,495 | $7,022iApproximate average salary by contribution assumption: employee only about $175,538 at 4% or $117,025 at 6%; with 50% employer match about $117,025 at 4% or $78,017 at 6%; with 100% employer match about $87,769 at 4% or $58,513 at 6%. |
| LEONARD ADAMS INSURANCE, INC. 401(K) PROFIT SHARE PLAN & TRUST | - | 23 | $5,834,264 | $161,495 | $7,022iApproximate average salary by contribution assumption: employee only about $175,538 at 4% or $117,025 at 6%; with 50% employer match about $117,025 at 4% or $78,017 at 6%; with 100% employer match about $87,769 at 4% or $58,513 at 6%. |
| 2009 | 1 | 22 | $6,107,535 | $185,047 | $8,411iApproximate average salary by contribution assumption: employee only about $210,281 at 4% or $140,187 at 6%; with 50% employer match about $140,187 at 4% or $93,458 at 6%; with 100% employer match about $105,140 at 4% or $70,094 at 6%. |
| LEONARD ADAMS INSURANCE INC 401(K) PROFIT SHARE PLAN TRUST | - | 22 | $6,107,535 | $185,047 | $8,411iApproximate average salary by contribution assumption: employee only about $210,281 at 4% or $140,187 at 6%; with 50% employer match about $140,187 at 4% or $93,458 at 6%; with 100% employer match about $105,140 at 4% or $70,094 at 6%. |
| 2008 | 1 | 21 | $0 | $0 | - |
| LEONARD ADAMS INSURANCE, INC. 401K PROFIT SHARE PLAN & TRUST | - | 21 | - | - | - |
| 2007 | 1 | 21 | $0 | $0 | - |
| LEONARD ADAMS INSURANCE, INC. 401K PROFIT SHARE PLAN & TRUST | - | 21 | - | - | - |
| 2006 | 2 | 22 | $6,432,420 | $152,491 | $6,931iApproximate average salary by contribution assumption: employee only about $173,285 at 4% or $115,523 at 6%; with 50% employer match about $115,523 at 4% or $77,016 at 6%; with 100% employer match about $86,643 at 4% or $57,762 at 6%. |
| LEONARD ADAMS INSURANCE, INC. 401K PROFIT SHARING PLAN AND TRUST | - | 22 | $6,432,420 | $152,491 | $6,931iApproximate average salary by contribution assumption: employee only about $173,285 at 4% or $115,523 at 6%; with 50% employer match about $115,523 at 4% or $77,016 at 6%; with 100% employer match about $86,643 at 4% or $57,762 at 6%. |
| LEONARD ADAMS CO FLEX BENEFITS PLAN | - | 20 | - | - | - |
| 2005 | 1 | 24 | $5,475,279 | $150,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| LEONARD ADAMS INSURANCE, INC. PROFIT SHARING PLAN & TRUST | - | 24 | $5,475,279 | $150,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2004 | 1 | 18 | $4,834,238 | $100,000 | $5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%. |
| LEONARD ADAMS INSURANCE, INC. PROFIT SHARING PLAN & TRUST | - | 18 | $4,834,238 | $100,000 | $5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%. |
| 2002 | 1 | 17 | $0 | $0 | - |
| LEONARD ADAMS INSURANCE, INC PROFIT SHARING PLAN & TRUST | - | 17 | - | - | - |
| 2001 | 1 | 16 | $0 | $0 | - |
| LEONARD ADAMS INSURANCE, INC. PROFIT SHARING PLAN & TRUST | - | 16 | - | - | - |
| 2000 | 1 | 20 | $0 | $0 | - |
| LEONARD ADAMS INSURANCE INC PROFIT SHARING PLAN & TRUST | - | 20 | - | - | - |