Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Madison
    4. ›
  4. 39157
    5. ›
  5. Bergland Wealth Management, Inc.

Bergland Wealth Management, Inc.

Company Details

Name: Bergland Wealth Management, Inc.
Jurisdiction: MISSISSIPPI
Business Type: Profit Corporation
Status: Good Standing
Effective Date: 07 Oct 1985 (39 years ago)
Business ID: 599054
ZIP code: 39157
County: Madison
State of Incorporation: MISSISSIPPI
Principal Office Address: 213 Draperton Drive, Ste BRidgeland, MS 39157
Historical names: BERGLAND CAPITAL MANAGEMENT, INC.

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BERGLAND WEALTH MANAGEMENT, INC. RETIREMENT TRUST 2023 640716567 2024-07-08 BERGLAND WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 6019565181
Plan sponsor’s address PO BOX 1318, RIDGELAND, MS, 39158

Signature of
Role Plan administrator
Date 2024-07-08
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
BERGLAND WEALTH MANAGEMENT, INC. RETIREMENT TRUST 2022 640716567 2023-06-28 BERGLAND WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 6019565181
Plan sponsor’s address PO BOX 1318, RIDGELAND, MS, 39158

Signature of
Role Plan administrator
Date 2023-06-28
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
BERGLAND WEALTH MANAGEMENT, INC. RETIREMENT TRUST 2021 640716567 2022-07-05 BERGLAND WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 6019565181
Plan sponsor’s address PO BOX 1318, RIDGELAND, MS, 39158

Signature of
Role Plan administrator
Date 2022-07-05
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
BERGLAND WEALTH MANAGEMENT, INC. RETIREMENT TRUST 2020 640716567 2021-06-25 BERGLAND WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 6019565181
Plan sponsor’s address PO BOX 1318, RIDGELAND, MS, 39158

Signature of
Role Plan administrator
Date 2021-06-25
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
BERGLAND WEALTH MANAGEMENT, INC. RETIREMENT TRUST 2019 640716567 2020-06-24 BERGLAND WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 6019565181
Plan sponsor’s address PO BOX 1318, RIDGELAND, MS, 39158

Signature of
Role Plan administrator
Date 2020-06-24
Name of individual signing TIFFANY BALLARD
Valid signature Filed with authorized/valid electronic signature
BERGLAND WEALTH MANAGEMENT, INC. RETIREMENT TRUST 2018 640716567 2019-06-25 BERGLAND WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 6019565181
Plan sponsor’s address PO BOX 1318, RIDGELAND, MS, 39158

Signature of
Role Plan administrator
Date 2019-06-25
Name of individual signing TIFFANY BALLARD
Valid signature Filed with authorized/valid electronic signature
BERGLAND WEALTH MANAGEMENT, INC. RETIREMENT TRUST 2017 640716567 2018-07-09 BERGLAND WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 6019565181
Plan sponsor’s address PO BOX 1318, RIDGELAND, MS, 39158

Signature of
Role Plan administrator
Date 2018-07-09
Name of individual signing TIFFANY
Valid signature Filed with authorized/valid electronic signature
BERGLAND WEALTH MANAGEMENT, INC. RETIREMENT TRUST 2016 640716567 2017-07-18 BERGLAND WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 6019565181
Plan sponsor’s address PO BOX 1318, RIDGELAND, MS, 39158

Signature of
Role Plan administrator
Date 2017-07-18
Name of individual signing TIFFANY BALLARD
Valid signature Filed with authorized/valid electronic signature
BERGLAND WEALTH MANAGEMENT, INC. RETIREMENT TRUST 2015 640716567 2016-07-06 BERGLAND WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 6019565181
Plan sponsor’s address PO BOX 1318, RIDGELAND, MS, 39158

Signature of
Role Plan administrator
Date 2016-07-06
Name of individual signing TIFFANY BALLARD
Valid signature Filed with authorized/valid electronic signature
BERGLAND WEALTH MANAGEMENT, INC. RETIREMENT TRUST 2014 640716567 2015-06-24 BERGLAND WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 6019565181
Plan sponsor’s address PO BOX 1318, RIDGELAND, MS, 39158

Signature of
Role Plan administrator
Date 2015-06-24
Name of individual signing TIFFANY BALLARD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-24
Name of individual signing TIFFANY BALLARD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/08/15/20120815125740P030002720787001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 6019565181
Plan sponsor’s address PO BOX 1318, RIDGELAND, MS, 39158

Plan administrator’s name and address
Administrator’s EIN 640716567
Plan administrator’s name BERGLAND WEALTH MANAGEMENT, INC.
Plan administrator’s address PO BOX 1318, RIDGELAND, MS, 39158
Administrator’s telephone number 6019565181

Signature of
Role Plan administrator
Date 2012-08-15
Name of individual signing KATHLEEN LARSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/04/19/20120419082139P040000150769001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 6019565181
Plan sponsor’s address PO BOX 1318, RIDGELAND, MS, 39158

Plan administrator’s name and address
Administrator’s EIN 640716567
Plan administrator’s name BERGLAND WEALTH MANAGEMENT INC.
Plan administrator’s address PO BOX 1318, RIDGELAND, MS, 39158
Administrator’s telephone number 6019565181

Signature of
Role Plan administrator
Date 2012-04-19
Name of individual signing KATHLEEN LARSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/03/25/20110325090009P040145126176001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 6019565181
Plan sponsor’s address PO BOX 1318, RIDGELAND, MS, 39158

Plan administrator’s name and address
Administrator’s EIN 640716567
Plan administrator’s name BERGLAND WEALTH MANAGEMENT INC.
Plan administrator’s address PO BOX 1318, RIDGELAND, MS, 39158
Administrator’s telephone number 6019565181

Signature of
Role Plan administrator
Date 2011-03-24
Name of individual signing TIFFANY BALLARD
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 6019565181
Plan sponsor’s address PO BOX 1318, RIDGELAND, MS, 39158

Plan administrator’s name and address
Administrator’s EIN 640716567
Plan administrator’s name BERGLAND WEALTH MANAGEMENT INC.
Plan administrator’s address PO BOX 1318, RIDGELAND, MS, 39158
Administrator’s telephone number 6019565181

Signature of
Role Plan administrator
Date 2011-03-23
Name of individual signing TIFFANY BALLARD
Valid signature Filed with incorrect/unrecognized electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/09/16/20100916095514P030172184130001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 6019565181
Plan sponsor’s address PO BOX 1318, RIDGELAND, MS, 39158

Plan administrator’s name and address
Administrator’s EIN 640716567
Plan administrator’s name BERGLAND WEALTH MANAGEMENT INC.
Plan administrator’s address PO BOX 1318, RIDGELAND, MS, 39158
Administrator’s telephone number 6019565181

Signature of
Role Plan administrator
Date 2010-09-10
Name of individual signing TIFFANY BALLARD
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 6019565181
Plan sponsor’s address PO BOX 1318, RIDGELAND, MS, 39158

Plan administrator’s name and address
Administrator’s EIN 640716567
Plan administrator’s name BERGLAND WEALTH MANAGEMENT INC.
Plan administrator’s address PO BOX 1318, RIDGELAND, MS, 39158
Administrator’s telephone number 6019565181

Agent

Name Role Address
TIFFANY BALLARD Agent 213 Draperton Drive, Ste B, Ridgeland, MS 39157

Director

Name Role Address
Tiffany B. Ballard Director PO Box 1318, Ridgeland, MS 39158-1318

President

Name Role Address
Tiffany B. Ballard President PO Box 1318, Ridgeland, MS 39158-1318

Treasurer

Name Role Address
Tiffany B. Ballard Treasurer PO Box 1318, Ridgeland, MS 39158-1318

Vice President

Name Role Address
John E Bergland Jr Vice President PO Box1318, Ridgeland, MS 39158-1318

Secretary

Name Role Address
Scott Ballard Secretary PO Box 1318, Ridgeland, MS 39158

Filings

Type Status Filed Date Description
Annual Report Filed 2024-01-23 Annual Report For Bergland Wealth Management, Inc.
Annual Report Filed 2023-01-20 Annual Report For Bergland Wealth Management, Inc.
Annual Report Filed 2022-09-16 Annual Report For Bergland Wealth Management, Inc.
Notice to Dissolve/Revoke Filed 2022-09-05 Notice of Intent to Dissolve: AR: Bergland Wealth Management, Inc.
Amendment Form Filed 2022-03-07 Amendment For Bergland Wealth Management, Inc.
Annual Report Filed 2021-02-12 Annual Report For Bergland Wealth Management, Inc.
Annual Report Filed 2020-02-14 Annual Report For Bergland Wealth Management, Inc.
Annual Report Filed 2019-01-23 Annual Report For Bergland Wealth Management, Inc.
Annual Report Filed 2018-10-24 Annual Report For Bergland Wealth Management, Inc.
Annual Report Filed 2018-01-16 Annual Report For Bergland Wealth Management, Inc.

Related by officers

John E Bergland Jr

Bergland Enterprises, LLC Bergland Consulting, LLC Bergland Marine, LLC

Scott Ballard

Synthetic Materials, LLC Mississippi Softwash, LLC Eco Material Technologies Inc.

Related by address

No related companies by address

Date of last update: 22 Dec 2024

Sources: Mississippi Secretary of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 msorgs.com, Part of Big Data Integrated