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  5. ROUNDTREE & ASSOCIATES, INC.

ROUNDTREE & ASSOCIATES, INC.

Headquarter

Company Details

Name: ROUNDTREE & ASSOCIATES, INC.
Jurisdiction: MISSISSIPPI
Business Type: Profit Corporation
Status: Good Standing
Effective Date: 21 Feb 1990 (35 years ago)
Business ID: 570066
ZIP code: 39157
County: Madison
State of Incorporation: MISSISSIPPI
Principal Office Address: 210 Trace Colony Park Drive, 210 Trace Colony Park DriveRidgeland, MS 39157

Links between entities

Type Company Name Company Number State
Headquarter of ROUNDTREE & ASSOCIATES, INC., ALABAMA 000-893-977 ALABAMA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROUNDTREE AND ASSOCIATES, INC. 401(K) SAVINGS PLAN 2023 640783637 2024-10-10 ROUNDTREE & ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-07-01
Business code 211120
Sponsor’s telephone number 6013554530
Plan sponsor’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2024-10-10
Name of individual signing BRIAN ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
ROUNDTREE AND ASSOCIATES, INC. 401(K) SAVINGS PLAN 2022 640783637 2023-08-31 ROUNDTREE & ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-07-01
Business code 211120
Sponsor’s telephone number 6013554530
Plan sponsor’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2023-08-31
Name of individual signing BRIAN ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
ROUNDTREE AND ASSOCIATES, INC. 401(K) SAVINGS PLAN 2021 640783637 2022-09-09 ROUNDTREE & ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-07-01
Business code 211120
Sponsor’s telephone number 6013554530
Plan sponsor’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2022-09-09
Name of individual signing BRIAN ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-09
Name of individual signing BRIAN ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
ROUNDTREE AND ASSOCIATES, INC. 401(K) SAVINGS PLAN 2020 640783637 2021-09-29 ROUNDTREE & ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-07-01
Business code 211120
Sponsor’s telephone number 6013554530
Plan sponsor’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2021-09-29
Name of individual signing BRIAN ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-09-29
Name of individual signing BRIAN ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
ROUNDTREE AND ASSOCIATES, INC. 401(K) SAVINGS PLAN 2019 640783637 2020-10-09 ROUNDTREE & ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-07-01
Business code 211120
Sponsor’s telephone number 6013554530
Plan sponsor’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2020-10-09
Name of individual signing RONALD ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-09
Name of individual signing RONALD ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
ROUNDTREE AND ASSOCIATES, INC. 401(K) SAVINGS PLAN 2018 640783637 2019-10-14 ROUNDTREE & ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-07-01
Business code 211120
Sponsor’s telephone number 6013554530
Plan sponsor’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2019-10-14
Name of individual signing BRIAN ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-14
Name of individual signing BRIAN ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
ROUNDTREE AND ASSOCIATES, INC. 401(K) SAVINGS PLAN 2017 640783637 2018-10-12 ROUNDTREE & ASSOCIATES, INC. 11
Three-digit plan number (PN) 001
Effective date of plan 1994-07-01
Business code 211110
Sponsor’s telephone number 6013554530
Plan sponsor’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2018-10-12
Name of individual signing BRIAN ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-12
Name of individual signing BRIAN ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
ROUNDTREE AND ASSOCIATES, INC. 401(K) SAVINGS PLAN 2017 640783637 2019-01-16 ROUNDTREE & ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-07-01
Business code 211110
Sponsor’s telephone number 6013554530
Plan sponsor’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2019-01-16
Name of individual signing BRIAN ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-01-16
Name of individual signing BRIAN ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
ROUNDTREE AND ASSOCIATES, INC. 401(K) SAVINGS PLAN 2016 640783637 2017-12-22 ROUNDTREE & ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-07-01
Business code 211110
Sponsor’s telephone number 6013554530
Plan sponsor’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2017-12-22
Name of individual signing RONALD ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-12-22
Name of individual signing RONALD ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
ROUNDTREE AND ASSOCIATES, INC. 401(K) SAVINGS PLAN 2016 640783637 2017-10-16 ROUNDTREE & ASSOCIATES, INC. 11
Three-digit plan number (PN) 001
Effective date of plan 1994-07-01
Business code 211110
Sponsor’s telephone number 6013554530
Plan sponsor’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2017-10-16
Name of individual signing BRIAN ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-16
Name of individual signing BRIAN ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/10/13/20161013125146P030025687345001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1994-07-01
Business code 211110
Sponsor’s telephone number 6013554530
Plan sponsor’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2016-10-13
Name of individual signing RONALD ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-13
Name of individual signing RONALD ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/10/13/20151013091558P030041550199001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1994-07-01
Business code 211110
Sponsor’s telephone number 6013554530
Plan sponsor’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2015-10-13
Name of individual signing RONALD ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-13
Name of individual signing RONALD ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/10/08/20141008084040P040013957535001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1994-07-01
Business code 211110
Sponsor’s telephone number 6013554530
Plan sponsor’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2014-10-08
Name of individual signing RONALD ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-08
Name of individual signing RONALD ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/09/20131009152218P030027436067001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1994-07-01
Business code 211110
Sponsor’s telephone number 6013554530
Plan sponsor’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2013-10-09
Name of individual signing RONALD ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-09
Name of individual signing RONALD ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/10/09/20121009153254P030009675426001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1994-07-01
Business code 211110
Sponsor’s telephone number 6013554530
Plan sponsor’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157

Plan administrator’s name and address
Administrator’s EIN 640783637
Plan administrator’s name ROUNDTREE & ASSOCIATES, INC.
Plan administrator’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157
Administrator’s telephone number 6013554530

Signature of
Role Plan administrator
Date 2012-10-09
Name of individual signing RONALD ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-10-09
Name of individual signing RONALD ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/10/14/20111014151600P040011318933001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1994-07-01
Business code 211110
Sponsor’s telephone number 6013554530
Plan sponsor’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157

Plan administrator’s name and address
Administrator’s EIN 640783637
Plan administrator’s name ROUNDTREE & ASSOCIATES, INC.
Plan administrator’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157
Administrator’s telephone number 6013554530

Signature of
Role Plan administrator
Date 2011-10-14
Name of individual signing RONALD ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-10-14
Name of individual signing RONALD ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/10/07/20101007152634P070006972098001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1994-07-01
Business code 211110
Sponsor’s telephone number 6013554530
Plan sponsor’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157

Plan administrator’s name and address
Administrator’s EIN 640783637
Plan administrator’s name ROUNDTREE & ASSOCIATES, INC.
Plan administrator’s address 210 TRACE COLONY PARK DRIVE, RIDGELAND, MS, 39157
Administrator’s telephone number 6013554530

Signature of
Role Plan administrator
Date 2010-10-07
Name of individual signing RONALD ROUNDTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-10-07
Name of individual signing RONALD ROUNDTREE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
RONALD T ROUNDTREE Agent 210 Trace Colony Park Drive, Ridgeland, MS 39157

Incorporator

Name Role Address
Ronald T Roundtree Incorporator 111 Capital Building #341, Jackson, MS 39201
Stewart W Welch Incorporator 111 Capital Bldg # 341, Jackson, MS 39201
W Fleming Browning Incorporator 111 Capital Bldg # 341, Jackson, MS 39201

Director

Name Role Address
Ronald T Roundtree Director 210 Trace Colony Park Drive, Ridgeland, MS 39157
Brian R Roundtree Director 210 Trace Colony Park Drive, Ridgeland, MS 39157
Gaynell F Roundtree Director 210 Trace Colony Park Drive, Ridgeland, MS 39157
Susan Y Pridgen Director 210 Trace Colony Park Drive, Ridgeland, MS 39157

President

Name Role Address
Ronald T Roundtree President 210 Trace Colony Park Drive, Ridgeland, MS 39157

Vice President

Name Role Address
Brian R Roundtree Vice President 210 Trace Colony Park Drive, Ridgeland, MS 39157

Treasurer

Name Role Address
Gaynell F Roundtree Treasurer 210 Trace Colony Park Drive, Ridgeland, MS 39157

Secretary

Name Role Address
Susan Y Pridgen Secretary 210 Trace Colony Park Drive, Ridgeland, MS 39157

Filings

Type Status Filed Date Description
Annual Report Filed 2025-03-10 Annual Report For ROUNDTREE & ASSOCIATES, INC.
Annual Report Filed 2024-02-08 Annual Report For ROUNDTREE & ASSOCIATES, INC.
Annual Report Filed 2023-03-02 Annual Report For ROUNDTREE & ASSOCIATES, INC.
Annual Report Filed 2022-03-10 Annual Report For ROUNDTREE & ASSOCIATES, INC.
Annual Report Filed 2021-02-09 Annual Report For ROUNDTREE & ASSOCIATES, INC.
Annual Report Filed 2020-03-03 Annual Report For ROUNDTREE & ASSOCIATES, INC.
Annual Report Filed 2019-03-07 Annual Report For ROUNDTREE & ASSOCIATES, INC.
Annual Report Filed 2018-04-04 Annual Report For ROUNDTREE & ASSOCIATES, INC.
Annual Report Filed 2017-01-31 Annual Report For ROUNDTREE & ASSOCIATES, INC.
Annual Report Filed 2016-02-19 Annual Report For ROUNDTREE & ASSOCIATES, INC.

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5531688302 2021-01-25 0470 PPS 210 Trace Colony Park Dr, Ridgeland, MS, 39157-8810
Loan Status Date 2021-02-10
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 183877
Loan Approval Amount (current) 183877
Undisbursed Amount 0
Franchise Name -
Lender Location ID 2408
Servicing Lender Name Regions Bank
Servicing Lender Address 1900 Fifth Avenue North, BIRMINGHAM, AL, 35203
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Ridgeland, MADISON, MS, 39157-8810
Project Congressional District MS-03
Number of Employees 9
NAICS code 541199
Borrower Race American Indian or Alaska Native
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 2408
Originating Lender Name Regions Bank
Originating Lender Address BIRMINGHAM, AL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 186224.58
Forgiveness Paid Date 2022-05-11
6114287308 2020-04-30 0470 PPP 210 Trace Colony Park Dr, Ridgeland, MS, 39157
Loan Status Date 2021-08-05
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 183800
Loan Approval Amount (current) 183800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 2408
Servicing Lender Name Regions Bank
Servicing Lender Address 1900 Fifth Avenue North, BIRMINGHAM, AL, 35203
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Ridgeland, MADISON, MS, 39157-0002
Project Congressional District MS-03
Number of Employees 9
NAICS code 541199
Borrower Race American Indian or Alaska Native
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 2408
Originating Lender Name Regions Bank
Originating Lender Address BIRMINGHAM, AL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 185909.92
Forgiveness Paid Date 2021-07-13

Court Cases

Docket Number Nature of Suit Filing Date Disposition
0800247 Overpayments & Enforcement of Judgments 2008-04-15 settled
Circuit Fifth Circuit
Origin original proceeding
Jurisdiction diversity of citizenship
Jury Demand Missing
Demanded Amount 231000
Termination Class Action Missing
Procedural Progress order entered
Nature Of Judgment Missing
Judgement missing
Arbitration On Termination Missing
Office 3
Filing Date 2008-04-15
Termination Date 2008-07-29
Section 1332
Sub Section OC
Status Terminated

Parties
Name ROUNDTREE & ASSOCIATES, INC.
Role Plaintiff
Name CONCORDIA RESOURCES, LLC
Role Defendant

Related by officers

RONALD T ROUNDTREE

BLACKBURN OPERATING CO., INC. DDR ENERGY COMPANY, LLC ROUNDTREE ENERGY, LLC MOSELLE ENERGY, LLC ALABAMA WARRIOR BASIN, LLC OAK GROVE, LLC ROUNDTREE CALEDONIA INTERESTS, LLC MOSELLE FROST, LLC N.E. COLLINS, LLC PICKENS ENERGY COMPANY, LLC

Ronald T Roundtree

BLACKBURN OPERATING CO., INC. DDR ENERGY COMPANY, LLC ROUNDTREE ENERGY, LLC MOSELLE ENERGY, LLC ALABAMA WARRIOR BASIN, LLC OAK GROVE, LLC ROUNDTREE CALEDONIA INTERESTS, LLC MOSELLE FROST, LLC N.E. COLLINS, LLC RED HILLS RESOURCES, LLC

Brian R Roundtree

BLACKBURN OPERATING CO., INC. South Montgomery Holdings, LLC West OB Properties, LLC

Gaynell F Roundtree

BLACKBURN OPERATING CO., INC.

Related by address

210 Trace Colony Park Drive, 210 Trace Colony Park DriveRidgeland, MS 39157

BOWEN AND ROUNDTREE, INC. West OB Properties, LLC Russell Spring LLC

Date of last update: 14 Mar 2025

Sources: Mississippi Secretary of State

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