Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Who Can be a Trustee

   By Benefits Vet, April 16, 2021
   • 2 replies
   • 794 views
   • 
   • Cardscrazy
   • April 19, 2021

2. newbe on esop help please

   By Guest arymer562@yahoo.com, October 12, 2007
   • 2 replies
   • 2.4k views
   • 
   • QDROphile
   • October 14, 2007

3. Valuation of Stock on Default of Loan

   By Guest ptpnthr, January 20, 2000
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • January 21, 2000

4. 415 Leveraged ESOP

   By Guest AG, January 22, 2000
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • January 22, 2000

5. Need Profits?

   By Guest gkaley, January 2, 2002
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • January 2, 2002

6. 409(p) testing and deemed owned shares

   By Guest tmills, May 11, 2007
   • 2 replies
   • 3.4k views
   • 
   • Guest
   • May 18, 2007

7. Employer Penalties

   By Guest cnelson4780, January 21, 2008
   • 2 replies
   • 1.3k views
   • 
   • J Simmons
   • January 21, 2008

8. May Qualified Election Period be extended?

   By Trekker, March 21, 2008
   • 2 replies
   • 1.6k views
   • 
   • QDROphile
   • March 21, 2008

9. S-corp ESOP, non-allocation year consequences

   By Belgarath, March 26, 2013
   • 2 replies
   • 2.6k views
   • 
   • ESOP Guy
   • March 27, 2013

10. One-time partial ESOP payout question

    By Steve2023, October 17, 2023
    • 2 replies
    • 1.7k views
    • 
    • Steve2023
    • October 18, 2023

11. Handling Distributions Before Valuation is Completed

    By kmhaab, December 16, 2021
    • 2 replies
    • 643 views
    • 
    • ESOP Guy
    • December 17, 2021

12. "keyman" life insurance held by ESOP Trust

    By Guest svatty, February 2, 2000
    • 2 replies
    • 2.7k views
    • 
    • Kirk Maldonado
    • February 2, 2000

13. Company acquiring another company

    By kwalified, June 6, 2012
    • 2 replies
    • 1.7k views
    • 
    • masteff
    • June 7, 2012

14. Trustee compensation question

    By Guest FAQ, June 15, 2007
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • June 18, 2007

15. Sam Zell S ESOP leveraged purchase of Chicago Tribune Q

    By Tax Cowboy, April 23, 2022   

    • esop loan
    • esop
    • (and 1 more)

      Tagged with:

      • esop loan
      • esop
      • prohibited transactions
    • 2 replies
    • 764 views
    • 
    • Tax Cowboy
    • April 25, 2022

16. OT - Sample SCP document for ESOP

    By Tax Cowboy, April 21, 2021   

    • self correction
    • esop
    • 2 replies
    • 811 views
    • 
    • Tax Cowboy
    • April 26, 2021

17. leveraged ESOP and filling out schedule I

    By Guest, October 9, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 13, 2000

18. ESOPs and Bankruptcy

    By Guest JoeM, May 6, 2004
    • 2 replies
    • 2.2k views
    • 
    • BeckyMiller
    • May 7, 2004

19. Cross-testing & ESOP

    By Andy, December 16, 2024
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • December 16, 2024

20. Custodian of stock certificates

    By Guest ladycpa, October 8, 2003
    • 2 replies
    • 2.6k views
    • 
    • QDROphile
    • October 8, 2003

21. ESOP Stock

    By Guest Karen Givens, July 19, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 19, 2002

22. S-corp deductibility limits for an ESOP

    By Guest Jenifer, October 10, 2000
    • 2 replies
    • 1.5k views
    • 
    • RLL
    • October 29, 2000

23. Basic ESOP Allocation Questoin

    By Lori Foresz, April 15, 2004
    • 2 replies
    • 1.7k views
    • 
    • Lori Foresz
    • April 15, 2004

24. 401(k) plan - amended to take 404(k) dividend deduction.

    By Guest jvanheyde, November 15, 2002
    • 2 replies
    • 2.1k views
    • 
    • david rigby
    • November 16, 2002

25. Diversification and Qualified Election Period when ESOP started new co

    By Guest crosseyedtester, March 1, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 18, 2003

26. loan payments and stock allocations after year end in a new ESOP

    By Guest tmills, May 27, 2005
    • 2 replies
    • 2.8k views
    • 
    • BeckyMiller
    • June 1, 2005

27. Automatic Cash Out in ESOP

    By Guest jolie1, January 24, 2008
    • 2 replies
    • 2.6k views
    • 
    • QDROphile
    • January 24, 2008

28. Early Distribution Due To Long-Term Disability

    By Guest kappel98, September 22, 2002
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • September 29, 2002

29. Employer stock in 401(k) Plan

    By Guest JBeck, February 10, 2004
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • February 10, 2004

30. S Corp ESOP

    By Lori H, November 12, 2007
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • November 20, 2007

31. Safe Harbor Contribution in ESOP plan instead of 401(k)

    By Rai401k, November 5, 2013
    • 2 replies
    • 3.2k views
    • 
    • ESOP Guy
    • November 5, 2013

32. Need to learn more about ESOPs

    By jkharvey, May 3, 2005
    • 2 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • May 4, 2005

33. Late ESOP Contributions?

    By Tax Cowboy, November 16, 2019
    • 2 replies
    • 1k views
    • 
    • BeckyMiller
    • January 18, 2020

34. trustee/lender same bank

    By Dawn Hafner, May 2, 2000
    • 2 replies
    • 1.6k views
    • 
    • RLL
    • May 8, 2000

35. Terminating an ESOP (steps, statutes, regs)

    By Guest J K Perry, March 7, 2001
    • 2 replies
    • 3.1k views
    • 
    • RLL
    • March 7, 2001

36. ESOP Diversification/Valuation

    By Guest ladler, March 3, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 4, 2003

37. 1042 Exchange for Shareholders of a Target Corporation

    By RLL, May 15, 2000
    • 2 replies
    • 2.7k views
    • 
    • Kirk Maldonado
    • May 15, 2000

38. Timing of Interest Deduction

    By CTipper, April 19, 2007
    • 2 replies
    • 1.4k views
    • 
    • A Shot in the Dark
    • April 23, 2007

39. IRC 409(o)(1)(B) restriction

    By J2D2, July 19, 2002
    • 2 replies
    • 1.8k views
    • 
    • J2D2
    • July 22, 2002

40. ESOP - Service Veterans

    By ejg2553@gmail.com, November 19, 2020
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • November 19, 2020

41. Financial Audit Disclosure

    By JRN, May 21, 2008
    • 2 replies
    • 3.2k views
    • 
    • BeckyMiller
    • May 27, 2008

42. Where can I find a comprehensive reference on EOSPs?

    By Guest Paul Ferguson, May 11, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • May 12, 2001

43. Shares valued on a minority or control basis

    By Guest John Nelson, January 15, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 16, 2003

44. ESOP and 401k

    By Guest tonys, June 17, 2000
    • 2 replies
    • 1.9k views
    • 
    • Dawn Hafner
    • June 20, 2000

45. Section 1372 Fringe Benefits

    By Guest ama, August 28, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 29, 2001

46. Real Property - ESOP - Attorney needed

    By justanotheradmin, October 28, 2024
    • 2 replies
    • 929 views
    • 
    • justanotheradmin
    • October 29, 2024

47. Re-Allocation of Terminated/Paid Participant's Shares

    By Guest Judy D, June 27, 2000
    • 2 replies
    • 1.4k views
    • 
    • RLL
    • June 28, 2000

48. Abusive S-corp ESOP?

    By Brenda Wren, May 16, 2003
    • 2 replies
    • 1.3k views
    • 
    • RLL
    • May 21, 2003

49. S to C Conversion and 1042 elections

    By Griswold, February 14, 2017   

    • esop
    • 1042
    • (and 1 more)

      Tagged with:

      • esop
      • 1042
      • s-corp
    • 2 replies
    • 1.5k views
    • 
    • BeckyMiller
    • April 3, 2017

50. Year-End Allocation Questions

    By JMarsh, August 28, 2024
    • 2 replies
    • 967 views
    • 
    • ESOP Guy
    • September 4, 2024