Employee Stock Ownership Plans (ESOPs)

1,156 topics in this forum

1. Diversification at Discretion of Plan Sponsor

   By kmhaab, October 25
   • 1 reply
   • 112 views
   • 
   • EBECatty
   • October 26

2. Lost out on year of service due to Maternity and FMLA leave

   By Vested1000nork, October 24
   • 1 reply
   • 371 views
   • 
   • Belgarath
   • October 25

3. One-time partial ESOP payout question

   By Steve2023, October 17
   • 2 replies
   • 411 views
   • 
   • Steve2023
   • October 18

4. Authority on what type of assets plan sponsors use to fund repurchase obligation

   By Tax Cowboy, August 22
   • 5 replies
   • 324 views
   • 
   • Luke Bailey
   • August 24

5. Original ESOP Loan not paid - audit results in proposed disqualification

   By Tax Cowboy, July 5
   • 4 replies
   • 262 views
   • 
   • Tom Veal
   • July 14

6. How to invest ESOP cash?

   By JimboPColtrane, June 27
   • 1 reply
   • 177 views
   • 
   • ESOP Guy
   • July 13

7. ESOP Qualified Appraiser question

   By Tax Cowboy, July 6
   • 4 replies
   • 249 views
   • 
   • CuseFan
   • July 10

8. Comprehensive checklist for reviewing esop clients

   By Tax Cowboy, June 9
   • 5 replies
   • 354 views
   • 
   • Tax Cowboy
   • June 14

9. Adopting pre-approved ESOP document

   By Belgarath, June 13
   • 3 replies
   • 151 views
   • 
   • ESOPMomma
   • June 13

10. 5500 Schedule I ESOP question

    By Belgarath, June 9
    • 5 replies
    • 209 views
    • 
    • Paul I
    • June 10

11. Freeze Share Value for Term'd Employees?

    By SadieJane, March 30
    • 11 replies
    • 990 views
    • 
    • Roycal
    • March 31

12. Installment payments miscounted, is correction necessary?

    By Nate S, March 27   

    • esop distributions
    • esop
    • (and 1 more)

      Tagged with:

      • esop distributions
      • esop
      • error correction
    • 1 reply
    • 148 views
    • 
    • ESOP Guy
    • March 27

13. Retiring shares

    By Belgarath, December 12, 2022
    • 5 replies
    • 1k views
    • 
    • Belgarath
    • December 13, 2022

14. Distribution Method

    By JimboPColtrane, September 6, 2022
    • 3 replies
    • 757 views
    • 
    • Mike McWherter
    • September 7, 2022

15. Preventing Plan disqualification - ESOP 20% Leased Employee Limitation

    By Tax Cowboy, August 22, 2022   

    • esop
    • audit
    • 3 replies
    • 290 views
    • 
    • Tax Cowboy
    • August 23, 2022

16. DOL/EBSA investigation SOL

    By Tax Cowboy, August 17, 2022
    • 4 replies
    • 454 views
    • 
    • Tax Cowboy
    • August 18, 2022

17. Disqualified persons and family members for 409(p) testing

    By Belgarath, August 15, 2022
    • 3 replies
    • 389 views
    • 
    • ESOP Guy
    • August 15, 2022

18. Participation by foreign employees.

    By HCE, August 8, 2022
    • 6 replies
    • 295 views
    • 
    • Luke Bailey
    • August 10, 2022

19. Excess 415 Issue -- Correction

    By HCE, July 29, 2022
    • 5 replies
    • 622 views
    • 
    • ESOP Guy
    • July 29, 2022

20. ESOT & Efficient Corporate Tax Structure

    By PowerCPA, October 31, 2019
    • 6 replies
    • 1.1k views
    • 
    • jessieba
    • July 15, 2022

21. ESOP with no cash

    By jsample, June 29, 2022
    • 8 replies
    • 416 views
    • 
    • ESOP Guy
    • July 6, 2022

22. Esop disqualified - Ttee obligation to participants

    By Tax Cowboy, June 28, 2022   

    • esop
    • disqualified
    • 2 replies
    • 372 views
    • 
    • Luke Bailey
    • July 2, 2022

23. Section 409(o) payout limits

    By JustSayin, June 1, 2022
    • 1 reply
    • 318 views
    • 
    • ESOPMomma
    • June 2, 2022

24. Warrants given to charitable trust controlled by family- are they still synthetic equity

    By ESOP Guy, February 18, 2022
    • 1 reply
    • 305 views
    • 
    • Degrand
    • May 23, 2022

25. Accelerated distributions and BRF considerations?

    By Nate S, May 10, 2022
    • 5 replies
    • 382 views
    • 
    • Degrand
    • May 23, 2022