Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Have ESOP Diversification Notice Requirements Changed?

   By kmhaab, February 9, 2021
   • 3 replies
   • 2.1k views
   • 
   • Linda Wilkins
   • March 1, 2021

2. Does the ESOP Have Pay for Legal Support or Can that be Paid for by the Company?

   By redrobin, January 13, 2016   

   • ESOP Legal Costs
   • 9 replies
   • 2.1k views
   • 
   • ESOP Guy
   • January 14, 2016

3. Non Elective Safe Harbor and ESOPs

   By CTipper, April 13, 2007
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • April 19, 2007

4. ESOP plan termination

   By PS, February 1, 2021
   • 12 replies
   • 2.1k views
   • 
   • PS
   • March 9, 2021

5. Can a distribution withhold 30%?

   By Lori H, October 10, 2013
   • 12 replies
   • 2.1k views
   • 
   • BG5150
   • October 11, 2013

6. Tax Deductions for Leveraged ESOPs

   By Guest tfurlong, June 7, 2002
   • 1 reply
   • 2.1k views
   • 
   • RLL
   • June 7, 2002

7. Stock Dividend

   By nancy, May 5, 2005
   • 1 reply
   • 2.1k views
   • 
   • RLL
   • May 10, 2005

8. Can the 401(k) portion of a KSOP hold a note?

   By Guest KoreAmBear, December 14, 2005
   • 0 replies
   • 2.1k views
   • 
   • Guest
   • December 14, 2005

9. ESOP and S-Corporations

   By Guest AllanB, December 27, 1999
   • 3 replies
   • 2.1k views
   • 
   • BeckyMiller
   • December 31, 1999

10. IS 1042 ESOP rollover treatment available to a C Corpoation that owns

    By Guest NPaleveda, April 1, 2001
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • April 13, 2001

11. Hardship Distribution from ESOP

    By Guest hami8859, August 28, 2007
    • 1 reply
    • 2.1k views
    • 
    • masteff
    • August 28, 2007

12. 415

    By Guest skc, November 28, 2005
    • 3 replies
    • 2.1k views
    • 
    • stephen
    • December 2, 2005

13. Revenue Procedure 2002-38

    By stephen, September 11, 2002
    • 2 replies
    • 2.1k views
    • 
    • stephen
    • April 10, 2003

14. ESOP with no cash

    By jsample, June 29, 2022
    • 8 replies
    • 2.1k views
    • 
    • ESOP Guy
    • July 6, 2022

15. Nonvoting Stock in an S Corp ESOP

    By Guest texastax, April 19, 2002
    • 1 reply
    • 2.1k views
    • 
    • RLL
    • April 20, 2002

16. Employee Stock Purchase Program

    By Guest Yah Mon, July 1, 2001
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • July 5, 2001

17. 25% owner no 1042 election

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

18. Diversification Requirements under a QDRO

    By Guest RMM, October 1, 2002
    • 2 replies
    • 2.1k views
    • 
    • QDROphile
    • October 1, 2002

19. Cash Bonus calculated based on ESOP Stock held?

    By Guest DMZ, May 17, 2005
    • 1 reply
    • 2.1k views
    • 
    • BeckyMiller
    • May 23, 2005

20. 20 questions, contractors 1099 or W2?

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

21. Compensation for delayed distribution

    By Guest Sherry S, December 9, 1999
    • 3 replies
    • 2.1k views
    • 
    • RLL
    • December 9, 1999

22. ESPP and 162 (m)

    By Guest M Treider, May 30, 2001
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • May 31, 2001

23. Form 8955 SSA required for ESOP

    By jmartin, November 4, 2011
    • 1 reply
    • 2.1k views
    • 
    • ESOP Guy
    • November 7, 2011

24. Deduction ESOP contributions

    By Lori Foresz, April 22, 2004
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • June 9, 2004

25. Do diversification amounts in a KSOP include 401(k) accounts?

    By Guest jdw, February 26, 2004
    • 1 reply
    • 2.1k views
    • 
    • BeckyMiller
    • March 12, 2004

26. Overlapping put option period

    By Guest gaham, September 25, 2002
    • 7 replies
    • 2.1k views
    • 
    • RLL
    • December 19, 2003

27. Assets transferred from 401(k) to ESOP

    By Guest MC2, March 5, 2007
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • March 6, 2007

28. OK to provide for reversion of voting rights to employer (lender) upon

    By smm, November 29, 2000
    • 9 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • November 30, 2000

29. when making stock contribution to closely-held ESOP, how do we determine appropriate amount to deduct by April 15 when 12-31 valuation is not received by April 15/tax return?

    By EGB, June 23, 2004
    • 7 replies
    • 2.1k views
    • 
    • BeckyMiller
    • July 8, 2004

30. Stock Valuation and ESOP Participants

    By Guest Letocha, February 12, 2000
    • 1 reply
    • 2.1k views
    • 
    • RLL
    • February 28, 2000

31. PPA regarding Investment diversification

    By Guest LSULLIVAN, February 12, 2008
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 19, 2008

32. EGTRRA affect on ESOPS

    By Guest Ralph, July 23, 2001
    • 6 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • August 1, 2001

33. Put at Book Value?

    By dmwe, November 9, 2012
    • 6 replies
    • 2.1k views
    • 
    • Marcus R Piquet
    • November 15, 2012

34. ESOP Annual Addition

    By ERISA25, November 10, 2009
    • 2 replies
    • 2.1k views
    • 
    • Marcus R Piquet
    • November 19, 2009

35. Bonds Contributed to ESOP?

    By Christine Roberts, August 10, 2001
    • 3 replies
    • 2.1k views
    • 
    • RLL
    • August 15, 2001

36. Diversification and 10% penalty

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

37. ESOP Administration Vendor Search

    By Guest KPeterson, July 29, 1999
    • 1 reply
    • 2.1k views
    • 
    • RLL
    • July 29, 1999

38. Company bought out... ESOP payout questions

    By Guest Spindle, June 17, 2004
    • 1 reply
    • 2k views
    • 
    • mbozek
    • June 17, 2004

39. From Nasdaq Small Cap to pink sheets

    By Guest JBeck, January 24, 2005
    • 2 replies
    • 2k views
    • 
    • BeckyMiller
    • March 8, 2005

40. M&A transaction -- Buyer's ESOP

    By Guest Mr. Joseph, November 27, 2006
    • 2 replies
    • 2k views
    • 
    • BeckyMiller
    • January 10, 2007

41. Are ETFs QRP?

    By Guest CMC, June 26, 2012
    • 1 reply
    • 2k views
    • 
    • RLL
    • June 26, 2012

42. 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

43. Debt restructuring

    By ESOP1, October 16, 2017
    • 3 replies
    • 2k views
    • 
    • ESOP1
    • October 17, 2017

44. ESOP Stock Distribution

    By Jilliandiz, August 22, 2007
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 23, 2007

45. ESOP Distribution Options

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

46. ESOP loans and 1099s

    By Guest, February 25, 2000
    • 3 replies
    • 2k views
    • 
    • RLL
    • February 28, 2000

47. Is a retiring owner(seller) liable for debts of the ESOP to which she

    By Guest William Hiscox, November 1, 2000
    • 1 reply
    • 2k views
    • 
    • RLL
    • November 1, 2000

48. Forfeitures and 415

    By Guest tmills, December 19, 2007
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 21, 2007

49. Is an ESOP participant a 2% shareholder in an S. corporation for fring

    By Guest kredlin, August 22, 2000
    • 1 reply
    • 2k views
    • 
    • RLL
    • August 22, 2000

50. ESOPS and securities law

    By Guest TDeckert, May 11, 1999
    • 1 reply
    • 2k views
    • 
    • Dowist
    • May 12, 1999