Employee Stock Ownership Plans (ESOPs)

1,184 topics in this forum

1. ESOP Vote solicitation

   By Guest planwiz, May 20, 1999
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • May 20, 1999

2. ESOP loans and 1099s

   By Guest, February 25, 2000
   • 3 replies
   • 2.1k views
   • 
   • RLL
   • February 28, 2000

3. ESOP Stock Distribution

   By Jilliandiz, August 22, 2007
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • August 23, 2007

4. ESOPS and securities law

   By Guest TDeckert, May 11, 1999
   • 1 reply
   • 2.1k views
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   • Dowist
   • May 12, 1999

5. Non-publicly traded company converting to public company

   By Guest RMM, February 4, 2000
   • 3 replies
   • 2k views
   • 
   • RLL
   • February 8, 2000

6. Forfeitures and 415

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

7. QRP Investment Options

   By Guest RogersSmith, May 14, 2001
   • 1 reply
   • 2k views
   • 
   • RLL
   • May 14, 2001

8. 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

9. 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

10. Stock Ownership

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

11. diversification distributions

    By Guest dsprague, February 2, 2011
    • 2 replies
    • 2k views
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    • Guest
    • February 2, 2011

12. Can anyone link me to FASB ASC 718-40?

    By Griswold, July 26, 2016
    • 2 replies
    • 2k views
    • 
    • david rigby
    • July 26, 2016

13. Rollovers and TAM 200841042

    By KJohnson, April 15, 2009
    • 0 replies
    • 2k views
    • 
    • KJohnson
    • April 15, 2009

14. Prorate 415 Limit for Terminating ESOP?

    By Guest amboyd, May 25, 2005
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 28, 2005

15. Black-out Sarbanes Oxley Act

    By Guest ArrowMatt, August 11, 2003
    • 5 replies
    • 2k views
    • 
    • Guest
    • September 10, 2003

16. ESOP & 401(K)

    By Guest sgl, December 17, 2007
    • 1 reply
    • 2k views
    • 
    • A Shot in the Dark
    • December 17, 2007

17. Employer / Trustee roles

    By Guest brian_j, September 3, 2002
    • 7 replies
    • 2k views
    • 
    • Kirk Maldonado
    • September 4, 2002

18. Company stock in MP part of ESOP

    By Richard Anderson, September 23, 1999
    • 4 replies
    • 2k views
    • 
    • RLL
    • September 25, 1999

19. What to do with ESOP proceeds?

    By Guest mtz206, September 20, 2001
    • 1 reply
    • 2k views
    • 
    • RLL
    • September 21, 2001

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

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

21. Pass-through dividends

    By Guest Judy S, April 20, 2007
    • 0 replies
    • 2k views
    • 
    • Guest
    • April 20, 2007

22. NUA In Leveraged ESOP

    By Disco Stu, September 13, 1999
    • 1 reply
    • 2k views
    • 
    • RLL
    • September 14, 1999

23. "S" Corp KSOP

    By Ron Snyder, September 14, 2002
    • 1 reply
    • 2k views
    • 
    • RLL
    • September 14, 2002

24. Leveraged ESOP

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

25. 409(l)(4)(B)

    By LIBERTYKID, June 9, 2008
    • 0 replies
    • 2k views
    • 
    • LIBERTYKID
    • June 9, 2008

26. Uses for S-Corp distributions to sole shareholder

    By katieinny, July 9, 2014   

    • Earnings distributions
    • 8 replies
    • 2k views
    • 
    • masteff
    • July 10, 2014

27. ISO'sNon-Statutory Plans Subject to ERISA?

    By Guest Mr. Joseph, July 20, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • July 20, 2001

28. Cash vs Stock

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

29. ESOP Cost basis after S Election

    By Guest erisaauditor, August 11, 2009
    • 1 reply
    • 2k views
    • 
    • GMK
    • August 11, 2009

30. Taxation of distribuitons

    By Guest fore01k, February 3, 2005
    • 4 replies
    • 2k views
    • 
    • RLL
    • February 4, 2005

31. Use of last appraisal

    By Dawn Hafner, May 10, 2002
    • 5 replies
    • 2k views
    • 
    • QDROphile
    • May 14, 2002

32. Does a plan cease to be an ESOP when only 50% of its assets are invest

    By Guest Fred Benefits, December 23, 2000
    • 3 replies
    • 2k views
    • 
    • RLL
    • December 26, 2000

33. S-Corp ESOP

    By Guest HD, February 23, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 31, 1999

34. Determining present value of synthetic equity for 409(p)

    By Guest tmills, November 18, 2004
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 18, 2004

35. Use of exempt loan proceeds

    By Guest Cribbet, June 19, 2002
    • 1 reply
    • 2k views
    • 
    • RLL
    • June 19, 2002

36. ESOP Publication

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

37. ESOP Software

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

38. Late Loan Repayments and "Late" Release

    By Guest KBurket, August 11, 1999
    • 3 replies
    • 2k views
    • 
    • RLL
    • August 13, 1999

39. capitalize and buyout ESOP

    By eilano, April 10, 2001
    • 1 reply
    • 2k views
    • 
    • RLL
    • April 10, 2001

40. Prohibited accrual in 1042 transaction?

    By david rigby, May 11, 2001
    • 3 replies
    • 2k views
    • 
    • RLL
    • May 14, 2001

41. ESOT & Efficient Corporate Tax Structure

    By PowerCPA, October 31, 2019
    • 6 replies
    • 2k views
    • 
    • jessieba
    • July 15, 2022

42. Dividends and fair market value test

    By Guest tmills, January 19, 2007
    • 0 replies
    • 2k views
    • 
    • Guest
    • January 19, 2007

43. ERISA's definition of employer security

    By Guest Hadden2001, March 14, 2002
    • 0 replies
    • 2k views
    • 
    • Guest
    • March 14, 2002

44. Early Diversification?

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

45. Excess Diversification

    By Guest TAS17, August 26, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 26, 1999

46. Wife's company purchased; ESOP being liquidated

    By Guest mickster, August 13, 2010
    • 3 replies
    • 2k views
    • 
    • Guest
    • October 12, 2010

47. nonalloaction period

    By Tom Poje, January 7, 2010
    • 7 replies
    • 2k views
    • 
    • Tom Poje
    • January 8, 2010

48. appropriate to use same valuation firm for minority ESOP shareholders

    By EGB, January 2, 2003
    • 5 replies
    • 2k views
    • 
    • Kirk Maldonado
    • January 6, 2003

49. ESOP Melllllllllllllltttttttttttttddddddddooooooowwwwwnnnnnnnn

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

50. 409(e)(3) and the agreement to purchase shares

    By Guest JBeck, May 26, 2004
    • 3 replies
    • 2k views
    • 
    • QDROphile
    • May 28, 2004