Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Plan termination with outstanding loan

   By Guest Lawrenceg, February 20, 2007
   • 1 reply
   • 1.4k views
   • 
   • RLL
   • February 22, 2007

2. Nonleveraged ESOP, 409(n) question

   By JRN, February 13, 2007
   • 5 replies
   • 2.7k views
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   • JRN
   • February 14, 2007

3. Stock value is $0, can shares be redeemed for $500 without discrimination?

   By Guest crosseyetester, February 5, 2007
   • 2 replies
   • 1.4k views
   • 
   • namealreadyinuse
   • February 6, 2007

4. S-Corp and ESOP

   By Belgarath, January 31, 2007
   • 6 replies
   • 2.9k views
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   • Belgarath
   • February 22, 2007

5. Diversification when share value/allocation done after 6/30

   By Guest crosseyetester, January 31, 2007
   • 7 replies
   • 2.1k views
   • 
   • Guest
   • June 6, 2007

6. Left company 5 months before buyout of ESOP

   By Guest esopin, January 24, 2007
   • 1 reply
   • 2k views
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   • stephen
   • January 24, 2007

7. Dividends and fair market value test

   By Guest tmills, January 19, 2007
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • January 19, 2007

8. date for conducting ADP/ACP testing

   By lexi, January 16, 2007
   • 8 replies
   • 2.9k views
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   • lexi
   • January 19, 2007

9. ESOP Questions Company Bought Out

   By Guest catdjc123, January 5, 2007
   • 7 replies
   • 27.4k views
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   • BeckyMiller
   • January 10, 2007

10. Suspense accounts--can you confirm?

    By lexi, January 3, 2007
    • 5 replies
    • 5.1k views
    • 
    • BeckyMiller
    • January 10, 2007

11. ESOP for an LLC?

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

12. Employer wants to buy shares from the ESOP

    By jkharvey, December 12, 2006
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • December 12, 2006

13. EGTRRA

    By nancy, December 11, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 19, 2007

14. Forgotten S-corp ESOP

    By Guest Phil Schwartz, December 11, 2006
    • 1 reply
    • 1.6k views
    • 
    • namealreadyinuse
    • December 12, 2006

15. "moving" ESOP

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

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

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

17. 25% owner and nonallocation period

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

18. Stock Ownership

    By mlp0816, November 21, 2006
    • 4 replies
    • 2k views
    • 
    • A Shot in the Dark
    • November 27, 2006

19. diversification

    By Guest PAUL DUGAN, November 12, 2006
    • 2 replies
    • 1.9k views
    • 
    • AndyH
    • November 13, 2006

20. ESOP FORFEITURES

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

21. Required timing of transfer ESOP with 401k Provisions (KSOP) to ex-employees

    By Guest xtremehabits, November 2, 2006
    • 5 replies
    • 3.9k views
    • 
    • Guest
    • November 2, 2006

22. TPA reluctant to provide information regarding ownership of ER stock

    By katieinny, November 2, 2006
    • 12 replies
    • 2.5k views
    • 
    • katieinny
    • November 3, 2006

23. Diversification Notice

    By J2D2, October 26, 2006
    • 1 reply
    • 1.8k views
    • 
    • J2D2
    • October 31, 2006

24. Canadian subsidiary

    By lexi, October 6, 2006
    • 1 reply
    • 1.8k views
    • 
    • BeckyMiller
    • October 14, 2006

25. Employer Purchase of Stock from the ESOP

    By Guest cphcs, October 5, 2006
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • October 5, 2006

26. Repurchase of stock

    By Guest Karen M, September 14, 2006
    • 4 replies
    • 2.7k views
    • 
    • stephen
    • September 15, 2006

27. Early Diversification?

    By TBob, September 5, 2006
    • 1 reply
    • 2k views
    • 
    • RLL
    • September 5, 2006

28. ESOP Attorney

    By Guest johnmarg, August 22, 2006
    • 10 replies
    • 5.6k views
    • 
    • Kirk Maldonado
    • August 24, 2006

29. Cash distributions to 4975(e) disqualified persons

    By Guest tmills, July 14, 2006
    • 4 replies
    • 2.8k views
    • 
    • QDROphile
    • March 3, 2011

30. Cash vs Stock

    By Jilliandiz, July 10, 2006
    • 3 replies
    • 2k views
    • 
    • E as in ERISA
    • July 10, 2006

31. 409(p) and family

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

32. Controlled Group ESOP

    By Guest Emiman, June 20, 2006
    • 12 replies
    • 5.8k views
    • 
    • BeckyMiller
    • April 9, 2007

33. ESOP & Highly Compensated Employee

    By Guest James Vito Esposito, June 20, 2006
    • 9 replies
    • 6.4k views
    • 
    • A Shot in the Dark
    • September 4, 2012

34. 409(p) and 318(a)

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

35. 1042 Sale

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

36. Who is a family member?

    By Lori Foresz, June 2, 2006
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • June 2, 2006

37. 25% owner no 1042 election

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

38. shareholder purchasing shares from ESOP

    By eilano, May 22, 2006
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • May 24, 2006

39. ESOP Repurchase - Contribution and Dividend Limitations

    By A Shot in the Dark, May 18, 2006
    • 3 replies
    • 2.8k views
    • 
    • RLL
    • June 3, 2006

40. Ex Employees and Company Stock

    By Guest KLCarter, May 2, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • May 3, 2006

41. Company Bought Out What Happens To My ESOP

    By Guest Armondo2006, May 2, 2006
    • 2 replies
    • 3.6k views
    • 
    • david rigby
    • May 2, 2006

42. Loan payment limitations

    By Guest tmills, April 25, 2006
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • April 26, 2006

43. ESOP Rollover to 401(k) Plan?

    By Guest Sara H, April 24, 2006
    • 9 replies
    • 58.6k views
    • 
    • Guest
    • April 25, 2006

44. "All-inclusive" ESOP publications

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

45. ESOP Failed to give notice regarding Diversification

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

46. Allocation of dividends on unallocated stock

    By Guest MikeD, March 27, 2006
    • 1 reply
    • 3.1k views
    • 
    • BeckyMiller
    • March 27, 2006

47. Diversification requirement at age 55

    By katieinny, March 23, 2006
    • 8 replies
    • 3.3k views
    • 
    • Guest
    • March 27, 2006

48. Looking for a stock valuation company

    By Guest janhubber, March 16, 2006
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • March 16, 2006

49. pass thru divs can't be rolled over ?

    By Guest anne1, March 6, 2006
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • March 6, 2006

50. ESOPs and Modified Endowment Contracts

    By billfgrady, February 24, 2006
    • 9 replies
    • 4.8k views
    • 
    • Guest
    • March 9, 2006