Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Multiple S-Corp's new ESOP

   By Guest Bob Lees, February 27, 2001
   • 1 reply
   • 1.6k views
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   • RLL
   • February 27, 2001

2. "All-inclusive" ESOP publications

   By billfgrady, April 10, 2006
   • 4 replies
   • 2.2k views
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   • BeckyMiller
   • April 12, 2006

3. "Designed to invest primarily"

   By Guest gaham, February 7, 2003
   • 3 replies
   • 1.4k views
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   • Kirk Maldonado
   • February 8, 2003

4. "keyman" life insurance held by ESOP Trust

   By Guest svatty, February 2, 2000
   • 2 replies
   • 2.7k views
   • 
   • Kirk Maldonado
   • February 2, 2000

5. "moving" ESOP

   By lexi, December 5, 2006
   • 1 reply
   • 2.4k views
   • 
   • QDROphile
   • December 7, 2006

6. "S" Corp KSOP

   By Ron Snyder, September 14, 2002
   • 1 reply
   • 2k views
   • 
   • RLL
   • September 14, 2002

7. (2 Questions) Receivable-all interest ?/ Cash contrib for Distributions ?

   By Guest Deanna Mosier, November 11, 2004
   • 1 reply
   • 1.3k views
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   • stephen
   • November 11, 2004

8. 100% ESOP - FBAR Filing

   By TPS, June 21, 2013
   • 3 replies
   • 3.9k views
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   • TPS
   • June 28, 2013

9. 100% ESOP-Owned S Corp. - Can ESOP Buy Additional Stock?

   By Yesrod5, September 21, 2015
   • 4 replies
   • 3.4k views
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   • Yesrod5
   • October 30, 2015

10. 1042 & ESOP termination

    By Guest tcroscut, April 8, 2004
    • 0 replies
    • 1.7k views
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    • Guest
    • April 8, 2004

11. 1042 and cash contribution

    By Guest tmills, September 11, 2014
    • 3 replies
    • 1.6k views
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    • ESOP Guy
    • September 11, 2014

12. 1042 Election and California Taxes

    By Guest svatty, September 1, 2000
    • 1 reply
    • 2.8k views
    • 
    • RLL
    • September 2, 2000

13. 1042 election with a twist

    By Guest BTCISP1969, December 9, 2000
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • December 9, 2000

14. 1042 Elections and 25% owners

    By Guest Scrappy, October 10, 2003
    • 4 replies
    • 1.7k views
    • 
    • RLL
    • October 10, 2003

15. 1042 Exchange for Shareholders of a Target Corporation

    By RLL, May 15, 2000
    • 2 replies
    • 2.7k views
    • 
    • Kirk Maldonado
    • May 15, 2000

16. 1042 recycling/fiduciary issues

    By Dawn Hafner, April 6, 2001
    • 2 replies
    • 1.9k views
    • 
    • RLL
    • April 6, 2001

17. 1042 replacement stock

    By Guest DAFoster, October 20, 1999
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • October 20, 1999

18. 1042 Sale

    By Lori Foresz, June 3, 2006
    • 4 replies
    • 2.6k views
    • 
    • RTK
    • June 5, 2006

19. 1042 Transaction: Failure to timely file Statement of Election

    By Guest John Nelson, April 26, 2001
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • April 27, 2001

20. 1042 transactions and shares allocation

    By Guest DeePA, April 22, 2003
    • 6 replies
    • 3.4k views
    • 
    • RLL
    • May 23, 2003

21. 1042 treatment of note

    By Guest Mike Cain, July 28, 1999
    • 1 reply
    • 2.8k views
    • 
    • RLL
    • July 29, 1999

22. 11k - SEC filings

    By Guest PAL100759, May 15, 2002
    • 6 replies
    • 7.4k views
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    • stevena
    • October 28, 2005

23. 20 questions, contractors 1099 or W2?

    By Guest, August 20, 1999
    • 1 reply
    • 2.1k views
    • 
    • RLL
    • August 26, 1999

24. 20 Year Loan at 0% interest?

    By stephen, April 10, 2003
    • 7 replies
    • 2.2k views
    • 
    • RLL
    • April 17, 2003

25. 200% Appreciation Unusual?

    By ST, April 23, 2020
    • 4 replies
    • 676 views
    • 
    • ESOP Guy
    • April 24, 2020

26. 25% owner and nonallocation period

    By Guest dlm, November 25, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 25, 2006

27. 25% owner no 1042 election

    By Guest mickiemurphy, May 31, 2006
    • 2 replies
    • 2.1k views
    • 
    • BeckyMiller
    • June 6, 2006

28. 401(k) plan - amended to take 404(k) dividend deduction.

    By Guest jvanheyde, November 15, 2002
    • 2 replies
    • 2.1k views
    • 
    • david rigby
    • November 16, 2002

29. 401(k) Plan "spin-off" to facilitate ESOP

    By Guest Doug Johnston, April 27, 2000
    • 7 replies
    • 2.8k views
    • 
    • IRC401
    • April 30, 2000

30. 401(k)/Profit Sharing funds "transferred" to ESOP

    By Belgarath, July 23, 2002
    • 3 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • July 23, 2002

31. 401kSOP for an S corporation

    By Guest amvienna, November 30, 2000
    • 4 replies
    • 2.3k views
    • 
    • RLL
    • December 5, 2000

32. 404 and 415

    By Guest tmills, August 7, 2007
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • August 10, 2007

33. 404 Deduction Limits for ESOP & 401(k)

    By Guest SDS, February 8, 2001
    • 1 reply
    • 4k views
    • 
    • RLL
    • February 9, 2001

34. 404(k) - How to satisfy fmv of allocated dividends?

    By Guest crosseyetester, July 13, 2007
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • July 16, 2007

35. 408(e): cash and a note?

    By Guest Hadden2001, March 12, 2002
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • March 14, 2002

36. 409(e)(3) and the agreement to purchase shares

    By Guest JBeck, May 26, 2004
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • May 28, 2004

37. 409(h)(4) vs 54.4975-7(b)(11) (Put option)

    By Guest tmills, October 1, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 2, 2009

38. 409(l) Greatest Dividend Rights

    By Guest MAS-MN, July 31, 2000
    • 3 replies
    • 2.5k views
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    • RLL
    • August 3, 2000

39. 409(l)(4)(B)

    By LIBERTYKID, June 9, 2008
    • 0 replies
    • 2k views
    • 
    • LIBERTYKID
    • June 9, 2008

40. 409(n) Prohibited Allocation

    By JRN, October 9, 2007
    • 1 reply
    • 3k views
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    • RLL
    • October 9, 2007

41. 409(p)

    By CTipper, April 9, 2007
    • 3 replies
    • 1.7k views
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    • BeckyMiller
    • April 11, 2007

42. 409(p) - first year and subsequent year issues

    By Belgarath, May 15, 2014
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • May 27, 2014

43. 409(p) -- Are these people still owners?

    By ERISA-Bubs, September 21, 2017
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • September 25, 2017

44. 409(p) and 318(a)

    By Guest tmills, June 16, 2006
    • 3 replies
    • 2.6k views
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    • KJohnson
    • June 23, 2006

45. 409(p) and 4979A - a question

    By Guest MikeD, June 1, 2004
    • 1 reply
    • 1.3k views
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    • BeckyMiller
    • June 9, 2004

46. 409(p) and family

    By Guest tmills, June 27, 2006
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • July 14, 2006

47. 409(p) Compliance Question

    By SadieJane, November 14, 2018
    • 1 reply
    • 744 views
    • 
    • EBECatty
    • November 15, 2018

48. 409(p) failure

    By Guest mickiemurphy, March 5, 2008
    • 4 replies
    • 3.8k views
    • 
    • BeckyMiller
    • March 11, 2008

49. 409(p) Guidance with Subsidiaries

    By ERISA-Bubs, October 6, 2016
    • 0 replies
    • 834 views
    • 
    • ERISA-Bubs
    • October 6, 2016

50. 409(p) regulations

    By LIBERTYKID, December 24, 2008
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • January 5, 2009