Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. ESOP Loan paid off, time to pay terminees

   By Brenda Wren, August 30, 2019
   • 0 replies
   • 559 views
   • 
   • Brenda Wren
   • August 30, 2019

2. ESOP Loan Prepayment

   By Guest blaum8, April 14, 2003
   • 2 replies
   • 3.2k views
   • 
   • RLL
   • April 15, 2003

3. ESOP Loan Refinancing

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

4. ESOP loans and 1099s

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

5. ESOP Low on Cash and Options

   By Guest rmwright, February 28, 2011
   • 9 replies
   • 3.1k views
   • 
   • GMK
   • March 1, 2011

6. ESOP lump sum distribution - 20% withholding required?

   By Spencer, January 30, 2013
   • 2 replies
   • 6.2k views
   • 
   • Spencer
   • January 30, 2013

7. ESOP may default on promissory note

   By Guest BJW, February 28, 2002
   • 9 replies
   • 4.7k views
   • 
   • RLL
   • August 7, 2003

8. ESOP Melllllllllllllltttttttttttttddddddddooooooowwwwwnnnnnnnn

   By jrs, February 19, 2015
   • 2 replies
   • 1.9k views
   • 
   • ESOP Guy
   • February 20, 2015

9. ESOP non leveraged stock

   By Guest jwill, August 29, 2007
   • 7 replies
   • 2.5k views
   • 
   • BeckyMiller
   • September 6, 2007

10. ESOP note matures and employer wants a new loan?

    By Guest Bristol, December 11, 2000
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • December 11, 2000

11. ESOP Notes: how does one buy them?

    By Guest Vladimir M, December 26, 2000
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • January 2, 2001

12. ESOP NUA Tax rules

    By WhatsESUP, November 3, 2017   

    • esop
    • nua
    • (and 1 more)

      Tagged with:

      • esop
      • nua
      • capital gain
    • 5 replies
    • 3.1k views
    • 
    • BeckyMiller
    • November 15, 2017

13. ESOP Ownership of Susidiary

    By Guest strayhorn, July 23, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 24, 2009

14. ESOP owns 96% of company's stock; individual who owns the other 4% is

    By stephen, November 30, 2000
    • 4 replies
    • 2.2k views
    • 
    • BeckyMiller
    • December 19, 2000

15. ESOP Partially owned C-corp being sold

    By Belgarath, November 6, 2017
    • 9 replies
    • 2.9k views
    • 
    • BeckyMiller
    • November 15, 2017

16. ESOP participant ability to sue plan fiduciary

    By Guest SA07, June 12, 2007
    • 8 replies
    • 3.3k views
    • 
    • masteff
    • June 13, 2007

17. Esop participant becomes company owner

    By Guest DeePA, May 18, 2003
    • 1 reply
    • 994 views
    • 
    • RLL
    • May 21, 2003

18. ESOP Particpant Diversification

    By Guest DLH, January 28, 2002
    • 3 replies
    • 2.3k views
    • 
    • RLL
    • January 28, 2002

19. ESOP payment not made

    By Crjcpm, December 30, 2018
    • 3 replies
    • 1k views
    • 
    • Crjcpm
    • January 14, 2019

20. ESOP Plan

    By Guest Monica K, July 31, 2002
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • August 1, 2002

21. ESOP Plan Amendments for EGTRRA

    By Guest tfurlong, November 8, 2001
    • 4 replies
    • 1.8k views
    • 
    • stephen
    • November 9, 2001

22. ESOP plan termination

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

23. ESOP Publication

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

24. ESOP purchase of another company

    By Guest beth beaube, July 27, 1999
    • 4 replies
    • 3.9k views
    • 
    • Guest
    • July 28, 1999

25. ESOP purchase of founder's stock

    By Guest wwcLeapYear, October 6, 1999
    • 5 replies
    • 1.9k views
    • 
    • RLL
    • October 14, 1999

26. ESOP purchases

    By Guest susa, October 10, 2002
    • 3 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • October 21, 2002

27. ESOP Qualified Appraiser question

    By Tax Cowboy, July 6, 2023
    • 4 replies
    • 920 views
    • 
    • CuseFan
    • July 10, 2023

28. ESOP Questions

    By klrhoades1024, June 10, 2024
    • 8 replies
    • 1.7k views
    • 
    • EBECatty
    • June 12, 2024

29. ESOP Questions Company Bought Out

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

30. ESOP Record Keepers?

    By Asire, November 2, 2017
    • 3 replies
    • 2.2k views
    • 
    • BeckyMiller
    • November 15, 2017

31. ESOP Recordkeeping Software

    By Guest Robert Reynolds, January 25, 2002
    • 5 replies
    • 3.8k views
    • 
    • BeckyMiller
    • February 25, 2002

32. ESOP Refinancing

    By Guest efrueh, June 27, 2002
    • 5 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • June 29, 2002

33. ESOP Refinancing and Code Section 133

    By Guest Lori Basilico, July 27, 1999
    • 8 replies
    • 3k views
    • 
    • Guest
    • November 2, 2000

34. ESOP Repurchase - Contribution and Dividend Limitations

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

35. ESOP repurchase liability

    By Guest cxs, April 19, 2007
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • April 19, 2007

36. ESOP Repurchase Liability - Use of COLI to Fund

    By rocknrolls2, January 7, 2002
    • 6 replies
    • 3.8k views
    • 
    • Guest
    • January 8, 2002

37. ESOP Restore Forfeited Shares

    By WhatsESUP, January 9, 2017   

    • esop
    • forfeited
    • (and 7 more)

      Tagged with:

      • esop
      • forfeited
      • restore
      • reinstate
      • vest
      • break
      • service
      • forfeiture
      • shares
    • 4 replies
    • 2.3k views
    • 
    • ESOP Guy
    • January 22, 2021

38. ESOP restructuring

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

39. ESOP Rights - Private Company Issues New Shares at Discount from Appraisal

    By Guest 3.141592653, September 8, 2011
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 8, 2011

40. ESOP RIGHTS / UNDER VALUED

    By HELPPLS, April 7, 2020
    • 8 replies
    • 2.6k views
    • 
    • HELPPLS
    • April 20, 2020

41. ESOP RMD Question

    By tdslaw, July 23, 2018   

    • esop
    • rmd
    • (and 1 more)

      Tagged with:

      • esop
      • rmd
      • %5 owner
    • 4 replies
    • 4k views
    • 
    • justanotheradmin
    • July 23, 2018

42. ESOP Rollover to 401(k) Plan?

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

43. esop rollovers

    By Lori H, December 12, 2005
    • 3 replies
    • 3k views
    • 
    • Kirk Maldonado
    • December 13, 2005

44. ESOP ruled company was wrong by DOJ.. any recourse?

    By stevefrench, January 26, 2016   

    • ESOP
    • DOJ
    • (and 3 more)

      Tagged with:

      • ESOP
      • DOJ
      • stock ownership
      • employees
      • legal
    • 6 replies
    • 1.6k views
    • 
    • GBurns
    • January 27, 2016

45. ESOP SAS 70 requirements?

    By Lori H, April 22, 2010
    • 0 replies
    • 1.4k views
    • 
    • Lori H
    • April 22, 2010

46. ESOP Section 1042 Question

    By Guest svatty, August 13, 2001
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • August 14, 2001

47. ESOP seminars for attorneys?

    By Guest mab, January 31, 2003
    • 2 replies
    • 1.2k views
    • 
    • RLL
    • January 31, 2003

48. ESOP share allocations

    By Bill55, April 3
    • 3 replies
    • 995 views
    • 
    • JustSayin
    • April 4

49. ESOP shares valid after termination?

    By black68ss, May 10, 2019
    • 2 replies
    • 3.2k views
    • 
    • black68ss
    • May 25, 2019

50. ESOP Software

    By Guest EMozley, March 1, 2001
    • 1 reply
    • 2k views
    • 
    • RLL
    • March 1, 2001