Employee Stock Ownership Plans (ESOPs)

1,188 topics in this forum

1. 409(p) and 318(a)

   By Guest tmills, June 16, 2006
   • 3 replies
   • 2.8k views
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   • KJohnson
   • June 23, 2006

2. 25% owner no 1042 election

   By Guest mickiemurphy, May 31, 2006
   • 2 replies
   • 2.2k views
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   • BeckyMiller
   • June 6, 2006

3. 1042 Sale

   By Lori Foresz, June 3, 2006
   • 4 replies
   • 2.7k views
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   • RTK
   • June 5, 2006

4. ESOP Repurchase - Contribution and Dividend Limitations

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

5. Who is a family member?

   By Lori Foresz, June 2, 2006
   • 1 reply
   • 1.5k views
   • 
   • RLL
   • June 2, 2006

6. shareholder purchasing shares from ESOP

   By eilano, May 22, 2006
   • 1 reply
   • 1.6k views
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   • Kirk Maldonado
   • May 24, 2006

7. Ex Employees and Company Stock

   By Guest KLCarter, May 2, 2006
   • 4 replies
   • 1.8k views
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   • Guest
   • May 3, 2006

8. Company Bought Out What Happens To My ESOP

   By Guest Armondo2006, May 2, 2006
   • 2 replies
   • 3.7k views
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   • david rigby
   • May 2, 2006

9. Loan payment limitations

   By Guest tmills, April 25, 2006
   • 1 reply
   • 1.5k views
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   • BeckyMiller
   • April 26, 2006

10. ESOP Rollover to 401(k) Plan?

    By Guest Sara H, April 24, 2006
    • 9 replies
    • 62.2k views
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    • Guest
    • April 25, 2006

11. "All-inclusive" ESOP publications

    By billfgrady, April 10, 2006
    • 4 replies
    • 2.5k views
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    • BeckyMiller
    • April 12, 2006

12. ESOP Failed to give notice regarding Diversification

    By Guest esi-jht, March 30, 2006
    • 1 reply
    • 3.1k views
    • 
    • BeckyMiller
    • April 3, 2006

13. Allocation of dividends on unallocated stock

    By Guest MikeD, March 27, 2006
    • 1 reply
    • 3.2k views
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    • BeckyMiller
    • March 27, 2006

14. Diversification requirement at age 55

    By katieinny, March 23, 2006
    • 8 replies
    • 3.8k views
    • 
    • Guest
    • March 27, 2006

15. Looking for a stock valuation company

    By Guest janhubber, March 16, 2006
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • March 16, 2006

16. ESOPs and Modified Endowment Contracts

    By billfgrady, February 24, 2006
    • 9 replies
    • 5.4k views
    • 
    • Guest
    • March 9, 2006

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

    By Guest anne1, March 6, 2006
    • 1 reply
    • 2.1k views
    • 
    • QDROphile
    • March 6, 2006

18. S Corp distributions, share release and 415

    By Guest tmills, January 31, 2006
    • 1 reply
    • 2.6k views
    • 
    • stephen
    • February 1, 2006

19. withholding on stock options

    By Guest benefitsmom, January 24, 2006
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • January 26, 2006

20. Are ESOP shares counted for 5% owner determination?

    By jukeboy56, January 13, 2006
    • 1 reply
    • 2k views
    • 
    • Guest
    • January 20, 2006

21. Prohibited Transaction Concern

    By Guest Dash02, December 20, 2005
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • December 20, 2005

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

    By Guest KoreAmBear, December 14, 2005
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • December 14, 2005

23. esop rollovers

    By Lori H, December 12, 2005
    • 3 replies
    • 3.1k views
    • 
    • Kirk Maldonado
    • December 13, 2005

24. Cafeteria Plans

    By Guest dln1151, December 1, 2005
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • December 3, 2005

25. 415

    By Guest skc, November 28, 2005
    • 3 replies
    • 2.3k views
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    • stephen
    • December 2, 2005

26. Investment of matching contributions

    By Guest RJW, November 22, 2005
    • 3 replies
    • 1.9k views
    • 
    • MWeddell
    • November 23, 2005

27. Prohibited Transactions

    By Guest KLCarter, November 18, 2005
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 18, 2005

28. S Corp Employer Deductions

    By Guest KLCarter, November 16, 2005
    • 1 reply
    • 2.5k views
    • 
    • stephen
    • November 16, 2005

29. 11k - SEC filings

    By Guest PAL100759, May 15, 2002
    • 6 replies
    • 7.8k views
    • 
    • stevena
    • October 28, 2005

30. ESOP Transaction Documentation

    By Guest cicday, October 13, 2005
    • 1 reply
    • 1.7k views
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    • BeckyMiller
    • October 14, 2005

31. Form 5500 Code 3I

    By Guest DMZ, October 10, 2005
    • 3 replies
    • 3.5k views
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    • stephen
    • October 12, 2005

32. ESOPs & NUA

    By Guest bdswdc, October 11, 2005
    • 1 reply
    • 1.9k views
    • 
    • stephen
    • October 11, 2005

33. KSOP transfer of non-employer stock assets

    By Guest astonewall, October 7, 2005
    • 6 replies
    • 3.6k views
    • 
    • Kirk Maldonado
    • October 11, 2005

34. life insurance covering trustee to protect ESOP.

    By Lori H, October 3, 2005
    • 5 replies
    • 2.5k views
    • 
    • Kirk Maldonado
    • October 7, 2005

35. Leveraged S-corp ESOP and 415

    By Brenda Wren, October 4, 2005
    • 7 replies
    • 4.4k views
    • 
    • stephen
    • October 6, 2005

36. Basic ESOP Question: How does the owner benefit each year when the company contributes to the retirement plan?

    By Guest lwbarry, September 29, 2005
    • 6 replies
    • 3.5k views
    • 
    • Guest
    • October 4, 2005

37. Non-leveraged vs. just investing in er securities

    By Guest tas, September 28, 2005
    • 1 reply
    • 2k views
    • 
    • BeckyMiller
    • September 29, 2005

38. Publicly traded bank w/ESOP and 11-K filing requirement.

    By Guest TGinthe'Ville, September 28, 2005
    • 2 replies
    • 2.9k views
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    • Kirk Maldonado
    • September 28, 2005

39. Share forfeiture used to reduce contributions

    By Guest tmills, September 1, 2005
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • September 27, 2005

40. Leveraged ESOP Employer Contribution Limited

    By Guest JBeck, September 7, 2005
    • 3 replies
    • 2k views
    • 
    • RLL
    • September 8, 2005

41. Put options on Non-Marketable Securities

    By Guest johnpetrancosta, August 31, 2005
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • September 2, 2005

42. reporting dividend distribution to S-Shareholders

    By k man, August 15, 2005
    • 2 replies
    • 1.8k views
    • 
    • BeckyMiller
    • September 1, 2005

43. Value of Shares Released for Financial Statement Purposes (AICPA SOP 93-6)

    By SRM, August 23, 2005
    • 1 reply
    • 3.3k views
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    • BeckyMiller
    • September 1, 2005

44. How to allocate earnings?

    By jkharvey, August 26, 2005
    • 1 reply
    • 1.5k views
    • 
    • stephen
    • August 29, 2005

45. ESOP Catchup Contributions?

    By Guest HarveyC, August 20, 2005
    • 1 reply
    • 1.7k views
    • 
    • stephen
    • August 22, 2005

46. Diversification - minimum amount

    By Guest oxdougw, July 20, 2005
    • 3 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • August 17, 2005

47. ESOP Distribution - terminated plan

    By Guest justbe, August 2, 2005
    • 3 replies
    • 4.4k views
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    • BeckyMiller
    • August 13, 2005

48. Company going public - should ee buy stock at issue price or exercise stock options?

    By Guest benefitsmom, August 10, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 10, 2005

49. leveraged ESOP - loan payments and deductibility

    By Tom Poje, July 19, 2005
    • 5 replies
    • 2.7k views
    • 
    • BeckyMiller
    • July 28, 2005

50. S Corp Non-voting stock subject to diversification?

    By Guest ladycpa, June 28, 2005
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • July 6, 2005