Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Section 1042 Tax-free Exchanges

   By Guest TDeckert, June 15, 1999
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • June 19, 1999

2. I need an ESOP expert

   By Guest creative1, June 3, 1999
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • June 24, 1999

3. Application of Section 423 when no discount in ESPP

   By Guest AEA, February 15, 2005
   • 3 replies
   • 2.1k views
   • 
   • E as in ERISA
   • February 15, 2005

4. Have ESOP Diversification Notice Requirements Changed?

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

5. 409(l) Greatest Dividend Rights

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

6. Change in Payment Period?

   By beartd, December 6, 2016
   • 3 replies
   • 1.2k views
   • 
   • CarloCarmichael
   • October 14, 2017

7. use of employee deferrals to repay KSOP loan

   By Guest beth beaube, July 1, 1999
   • 3 replies
   • 2.6k views
   • 
   • Guest
   • July 5, 1999

8. Other investment account question

   By Carla G., May 11, 2020
   • 3 replies
   • 2.2k views
   • 
   • Carla G.
   • June 21, 2020

9. ESOP Loan Refinancing

   By RLL, July 15, 1999
   • 3 replies
   • 2.7k views
   • 
   • RLL
   • July 16, 1999

10. Can I roll over any part of my esop to another tax qualified plan?

    By Guest insurerr, December 28, 2000
    • 3 replies
    • 4.4k views
    • 
    • RLL
    • December 30, 2000

11. ESOP Publication

    By Guest JROSSITTER, August 2, 1999
    • 3 replies
    • 2k views
    • 
    • Kirk Maldonado
    • August 5, 1999

12. not sure where I stand

    By Guest probronc1, December 4, 2010
    • 3 replies
    • 1.6k views
    • 
    • Peanut Butter Man
    • December 8, 2010

13. Late Loan Repayments and "Late" Release

    By Guest KBurket, August 11, 1999
    • 3 replies
    • 1.9k views
    • 
    • RLL
    • August 13, 1999

14. ESOP Combo Distribution

    By Guest ArrowMatt, May 30, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 30, 2003

15. 409(e)(3) and the agreement to purchase shares

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

16. 409(p)

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

17. Leveraged ESOP Employer Contribution Limited

    By Guest JBeck, September 7, 2005
    • 3 replies
    • 1.9k views
    • 
    • RLL
    • September 8, 2005

18. ESOP accounting and share release

    By DPL, March 18, 2013   

    • release
    • 3 replies
    • 5.3k views
    • 
    • ESOP Guy
    • March 19, 2013

19. S_corps and ESOPs

    By Guest sampat, January 19, 2001
    • 3 replies
    • 1.9k views
    • 
    • BeckyMiller
    • January 22, 2001

20. ESOP & 401(K) PLANS TREATMENT OF EXCESS ANNUAL ADDITIONS

    By Guest M. Martin, April 8, 2004
    • 3 replies
    • 1.5k views
    • 
    • WDIK
    • April 8, 2004

21. How soon can I receive my ESOP payment?

    By Guest Blowout, August 19, 1999
    • 3 replies
    • 6.8k views
    • 
    • Guest
    • August 30, 1999

22. Changing a 401(k) plan to an ESOP

    By LIBERTYKID, November 2, 2007
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • November 2, 2007

23. Deduction limits where ESOP is combined with 401(k)

    By Belgarath, June 29, 2018
    • 3 replies
    • 1.2k views
    • 
    • A Shot in the Dark
    • June 29, 2018

24. Rollovers of distributions from ESOPs?

    By Guest MikeD, August 10, 2007
    • 3 replies
    • 2.5k views
    • 
    • RLL
    • August 16, 2007

25. ESOP restructuring

    By Guest AMK, January 15, 2002
    • 3 replies
    • 2.2k views
    • 
    • RLL
    • January 15, 2002

26. Does a small ESOP need a CPA's audit?

    By Peter Gulia, January 5, 2016   

    • Form 5500; audit; CPA; small
    • 2 replies
    • 2k views
    • 
    • ESOP Guy
    • January 5, 2016

27. Esop disqualified - Ttee obligation to participants

    By Tax Cowboy, June 28, 2022   

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

28. Allocation of cash dividends in an ESOP

    By Guest pgkramm, October 25, 2003
    • 2 replies
    • 1.6k views
    • 
    • BeckyMiller
    • October 31, 2003

29. Are short term loans permissible in a leveraged ESOP?

    By Guest lawdawg, February 9, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 9, 2001

30. MORE LIBERAL DIVERSIFICATION

    By Guest JBeck, January 10, 2005
    • 2 replies
    • 1.9k views
    • 
    • MWeddell
    • January 11, 2005

31. Company sold 2 years ago

    By Guest golf4food, May 13, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 14, 2009

32. reporting dividend distribution to S-Shareholders

    By k man, August 15, 2005
    • 2 replies
    • 1.7k views
    • 
    • BeckyMiller
    • September 1, 2005

33. 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

34. Converting ESOP to Profit-Sharing Plan

    By Guest CMC, May 12, 2003
    • 2 replies
    • 2.3k views
    • 
    • RLL
    • May 21, 2003

35. Amendments for SECURE et al for Terminating ESOP

    By Belgarath, June 4, 2024
    • 2 replies
    • 858 views
    • 
    • Belgarath
    • June 4, 2024

36. Return of Capital Dividend - Pass Through Dividend Plan

    By Buckwheat29, August 8, 2024
    • 2 replies
    • 889 views
    • 
    • MBESQ
    • August 15, 2024

37. When do S corp distributions need to be paid to the plan to be included in plan year allocations?

    By Guest ladycpa, March 11, 2005
    • 2 replies
    • 1.9k views
    • 
    • Ron Snyder
    • March 21, 2005

38. Need good information on the basics of allocating an ESOP.

    By Ervin Barham, November 10, 1999
    • 2 replies
    • 1.5k views
    • 
    • Dave Baker
    • November 15, 1999

39. New ESOP Contribution Question

    By Guest svatty, May 29, 2001
    • 2 replies
    • 1.5k views
    • 
    • M R Bernardin
    • May 30, 2001

40. Dividend distributions from stock bonus/money purchase pension plan

    By Guest lizano, October 3, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 3, 2003

41. Leveraged ESOP

    By Guest Bosco108, November 16, 2011
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 16, 2011

42. Why does this ex-employee say he retired?

    By Guest Tuscany, November 24, 2008
    • 2 replies
    • 1.2k views
    • 
    • GMK
    • November 24, 2008

43. I am being forced to make a decision

    By Guest Blowout, November 27, 1999
    • 2 replies
    • 1.6k views
    • 
    • RLL
    • November 29, 1999

44. esop and wage garnishment

    By Guest tonys, August 28, 2002
    • 2 replies
    • 3.3k views
    • 
    • RLL
    • August 28, 2002

45. ESOP

    By Guest sooner1, August 9, 2008
    • 2 replies
    • 1.8k views
    • 
    • A Shot in the Dark
    • August 18, 2008

46. are QDRO rules any different under an ESOP

    By K2retire, June 28, 2011
    • 2 replies
    • 1.8k views
    • 
    • GMK
    • June 29, 2011

47. ESOP as majority owner

    By Guest CitationSquirrel, June 25, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 28, 2002

48. How are ESOP stocks evaluated

    By Guest Blowout, December 9, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 26, 1999

49. Need information regarding roll over of company stock at early retirem

    By Guest Kiefer , N ancy, January 4, 2001
    • 2 replies
    • 1.5k views
    • 
    • RLL
    • January 4, 2001

50. Are "Profits Interests" Synthetic Equity

    By ERISA-Bubs, June 17, 2016
    • 2 replies
    • 1.6k views
    • 
    • Griswold
    • June 20, 2016