Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. ESOP DISTRIBUTION 1099-R OR 1099-INT?

   By Guest LAURIE IBARRA, February 15, 2000
   • 1 reply
   • 2.6k views
   • 
   • RLL
   • February 28, 2000

2. ESOP distribution and pre-1987 balances

   By Guest jsample, June 15, 2005
   • 1 reply
   • 1.8k views
   • 
   • BeckyMiller
   • June 29, 2005

3. ESOP Distribution and RMD

   By MoShawn, June 9, 2011
   • 2 replies
   • 2.8k views
   • 
   • GMK
   • June 9, 2011

4. ESOP distribution and Social Security Earnings Record

   By Guest susangrant, March 4, 2011
   • 2 replies
   • 7.8k views
   • 
   • Guest
   • March 11, 2011

5. ESOP Distribution and Taxes

   By Guest Marcus Burns, December 10, 2002
   • 2 replies
   • 2.4k views
   • 
   • QDROphile
   • December 13, 2002

6. ESOP Distribution for termed employees - One time distribution or multiple?

   By NWhite, April 25, 2024
   • 2 replies
   • 1.1k views
   • 
   • NWhite
   • April 26, 2024

7. ESOP Distribution Options

   By Guest CRC02, June 5, 2002
   • 3 replies
   • 2k views
   • 
   • RLL
   • June 5, 2002

8. Esop distribution: termination/disability?

   By dlarae, January 6, 2018
   • 7 replies
   • 4.7k views
   • 
   • dlarae
   • January 9, 2018

9. ESOP Distributions

   By Guest jmlumpkin, June 20, 2003
   • 1 reply
   • 1.7k views
   • 
   • RLL
   • June 20, 2003

10. ESOP distributions

    By Carla G., October 28, 2016
    • 3 replies
    • 2.3k views
    • 
    • Carla G.
    • October 28, 2016

11. ESOP Distributions

    By Belgarath, March 8, 2012
    • 9 replies
    • 2.7k views
    • 
    • RLL
    • March 8, 2012

12. ESOP distributions

    By TPATC, November 21, 2012
    • 6 replies
    • 5.2k views
    • 
    • ESOP Guy
    • April 24, 2018

13. ESOP Distributions and 401(a)(14) Election

    By piquantbaron, August 11, 2020
    • 2 replies
    • 1.1k views
    • 
    • Cardscrazy
    • January 16, 2021

14. ESOP distributions and Canadian Taxes

    By ESOP Guy, February 21, 2013
    • 0 replies
    • 1.6k views
    • 
    • ESOP Guy
    • February 21, 2013

15. ESOP distributions deferred at LAST MINUTE

    By Nubiangoddess, January 4, 2017   

    • esop distributions
    • 8 replies
    • 3.1k views
    • 
    • BeckyMiller
    • April 3, 2017

16. ESOP Distrubutions

    By Guest jackso, September 17, 1999
    • 1 reply
    • 1.9k views
    • 
    • RLL
    • September 17, 1999

17. ESOP Diversification

    By Guest imthatguy, June 29, 2010
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 20, 2010

18. ESOP Diversification

    By Guest lkmcgivney, March 3, 2002
    • 8 replies
    • 2.9k views
    • 
    • RLL
    • March 6, 2002

19. ESOP Diversification Method Change

    By Guest bbabcock, November 18, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 18, 2002

20. ESOP Diversification Qualified Election Period and Notice 88-56

    By Guest ERISAk, October 1, 2013
    • 4 replies
    • 3k views
    • 
    • Guest
    • October 1, 2013

21. ESOP Diversification Timing Requirements for Closely-Held Companies

    By Guest CRC, August 16, 2000
    • 3 replies
    • 1.9k views
    • 
    • RLL
    • August 18, 2000

22. ESOP diversification transfer to 401(k) Plan

    By AJ North, April 12, 2011
    • 10 replies
    • 9k views
    • 
    • ESOP Guy
    • August 3, 2012

23. ESOP Diversification/Valuation

    By Guest ladler, March 3, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 4, 2003

24. ESOP Diversificaton

    By ESOP Guy, March 27, 2012
    • 1 reply
    • 1.3k views
    • 
    • GMK
    • March 27, 2012

25. ESOP Dividend Distribution

    By Guest kappel98, April 2, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 2, 2003

26. ESOP dividend pass-through for non-vested employees

    By Guest ds86, November 8, 2001
    • 6 replies
    • 4.5k views
    • 
    • Guest
    • November 8, 2001

27. ESOP dividends

    By Guest JMN, May 23, 2011
    • 3 replies
    • 2.1k views
    • 
    • RLL
    • May 23, 2011

28. ESOP Dividends - Who Gets the Deduction?

    By Guest rocnrols2, January 11, 2002
    • 6 replies
    • 1.9k views
    • 
    • RLL
    • January 14, 2002

29. ESOP Dividends Paid on Form 5500, Schedule H?

    By Guest WAB, March 12, 2002
    • 4 replies
    • 2.4k views
    • 
    • pjkoehler
    • March 27, 2002

30. ESOP documents -- required provisions?

    By Guest AEAllen, February 5, 2013
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • February 5, 2013

31. ESOP does not have cash to pay participants

    By Lori H, July 27, 2010
    • 15 replies
    • 4.2k views
    • 
    • Lori H
    • October 7, 2010

32. ESOP Excess Diversification

    By Guest edman, February 24, 2010
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 24, 2010

33. ESOP Failed to give notice regarding Diversification

    By Guest esi-jht, March 30, 2006
    • 1 reply
    • 2.9k views
    • 
    • BeckyMiller
    • April 3, 2006

34. ESOP financed securities exception of 409(o)(1)(A) & S Corps

    By Guest tcroscut, April 2, 2004
    • 2 replies
    • 1.8k views
    • 
    • stephen
    • April 5, 2004

35. ESOP floor price

    By Guest lolalin, May 23, 2003
    • 6 replies
    • 3.9k views
    • 
    • RLL
    • May 24, 2003

36. ESOP for an LLC?

    By Guest mbg76, December 19, 2006
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • December 19, 2006

37. ESOP FORFEITURES

    By Guest thesop, November 4, 2006
    • 1 reply
    • 4.2k views
    • 
    • stephen
    • November 6, 2006

38. ESOP has not complied with Diversification Requirements.

    By Guest pension guru wannabe, January 20, 2001
    • 1 reply
    • 1.7k views
    • 
    • BeckyMiller
    • January 22, 2001

39. ESOP holding "marketable obligations"

    By lexi, March 7, 2007
    • 0 replies
    • 1.9k views
    • 
    • lexi
    • March 7, 2007

40. ESOP IDR response - expanding tax years?

    By Tax Cowboy, February 27, 2019
    • 1 reply
    • 696 views
    • 
    • A Shot in the Dark
    • February 28, 2019

41. ESOP in 401k and get NUA?

    By Guest donmartin, June 14, 2007
    • 1 reply
    • 3k views
    • 
    • Guest
    • June 14, 2007

42. ESOP IRS Determination Letter

    By A Shot in the Dark, November 2, 2011
    • 4 replies
    • 2.2k views
    • 
    • ESOP Guy
    • November 3, 2011

43. ESOP is our ONLY retirement plan? Is that crazy?

    By Guest jw112098, November 20, 2000
    • 10 replies
    • 3.8k views
    • 
    • BeckyMiller
    • January 23, 2001

44. ESOP Key ees double check

    By ESOP Guy, May 5, 2011
    • 0 replies
    • 1.2k views
    • 
    • ESOP Guy
    • May 5, 2011

45. ESOP Learning/Guides

    By Angershark, August 22, 2024
    • 7 replies
    • 1.4k views
    • 
    • Bob the Swimmer
    • August 25, 2024

46. ESOP leveraging options

    By Guest cpadpl, June 19, 2004
    • 2 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • July 8, 2004

47. ESOP liability

    By Guest klc, August 19, 1999
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • August 25, 1999

48. ESOP Liquidation

    By Guest sauterne, March 11, 2002
    • 2 replies
    • 3.7k views
    • 
    • mbozek
    • March 26, 2002

49. ESOP Loan - Line of Credit?

    By Dawn Hafner, August 7, 2002
    • 8 replies
    • 3k views
    • 
    • Guest
    • August 8, 2002

50. ESOP Loan is paid off, can they make a profit sharing contribution?

    By Jilliandiz, November 4, 2004
    • 3 replies
    • 2k views
    • 
    • QDROphile
    • November 4, 2004