Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. S Corp distributions, share release and 415

   By Guest tmills, January 31, 2006
   • 1 reply
   • 2.5k views
   • 
   • stephen
   • February 1, 2006

2. withholding on stock options

   By Guest benefitsmom, January 24, 2006
   • 4 replies
   • 2.4k views
   • 
   • Guest
   • January 26, 2006

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

   By jukeboy56, January 13, 2006
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • January 20, 2006

4. Prohibited Transaction Concern

   By Guest Dash02, December 20, 2005
   • 0 replies
   • 2.2k views
   • 
   • Guest
   • December 20, 2005

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

   By Guest KoreAmBear, December 14, 2005
   • 0 replies
   • 2.1k views
   • 
   • Guest
   • December 14, 2005

6. esop rollovers

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

7. Cafeteria Plans

   By Guest dln1151, December 1, 2005
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • December 3, 2005

8. 415

   By Guest skc, November 28, 2005
   • 3 replies
   • 2.1k views
   • 
   • stephen
   • December 2, 2005

9. Investment of matching contributions

   By Guest RJW, November 22, 2005
   • 3 replies
   • 1.7k views
   • 
   • MWeddell
   • November 23, 2005

10. Prohibited Transactions

    By Guest KLCarter, November 18, 2005
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • November 18, 2005

11. S Corp Employer Deductions

    By Guest KLCarter, November 16, 2005
    • 1 reply
    • 2.4k views
    • 
    • stephen
    • November 16, 2005

12. Compliance Testing

    By Jilliandiz, October 20, 2005
    • 5 replies
    • 3.6k views
    • 
    • Guest
    • September 13, 2007

13. Primarily invested in stock

    By Tom Poje, October 18, 2005
    • 12 replies
    • 5.8k views
    • 
    • Guest
    • April 26, 2013

14. ESOP Transaction Documentation

    By Guest cicday, October 13, 2005
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • October 14, 2005

15. Need help understanding allocation of shares of Company Stock

    By jkharvey, October 12, 2005
    • 11 replies
    • 4.7k views
    • 
    • BeckyMiller
    • April 9, 2007

16. ESOPs & NUA

    By Guest bdswdc, October 11, 2005
    • 1 reply
    • 1.7k views
    • 
    • stephen
    • October 11, 2005

17. Form 5500 Code 3I

    By Guest DMZ, October 10, 2005
    • 3 replies
    • 3.1k views
    • 
    • stephen
    • October 12, 2005

18. KSOP transfer of non-employer stock assets

    By Guest astonewall, October 7, 2005
    • 6 replies
    • 3.3k views
    • 
    • Kirk Maldonado
    • October 11, 2005

19. Leveraged S-corp ESOP and 415

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

20. life insurance covering trustee to protect ESOP.

    By Lori H, October 3, 2005
    • 5 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • October 7, 2005

21. 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
    • 2.9k views
    • 
    • Guest
    • October 4, 2005

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

    By Guest tas, September 28, 2005
    • 1 reply
    • 1.9k views
    • 
    • BeckyMiller
    • September 29, 2005

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

    By Guest TGinthe'Ville, September 28, 2005
    • 2 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • September 28, 2005

24. Leveraged ESOP Employer Contribution Limited

    By Guest JBeck, September 7, 2005
    • 3 replies
    • 1.9k views
    • 
    • RLL
    • September 8, 2005

25. Share forfeiture used to reduce contributions

    By Guest tmills, September 1, 2005
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • September 27, 2005

26. Put options on Non-Marketable Securities

    By Guest johnpetrancosta, August 31, 2005
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • September 2, 2005

27. How to allocate earnings?

    By jkharvey, August 26, 2005
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • August 29, 2005

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

    By SRM, August 23, 2005
    • 1 reply
    • 3k views
    • 
    • BeckyMiller
    • September 1, 2005

29. ESOP Catchup Contributions?

    By Guest HarveyC, August 20, 2005
    • 1 reply
    • 1.6k views
    • 
    • stephen
    • August 22, 2005

30. reporting dividend distribution to S-Shareholders

    By k man, August 15, 2005
    • 2 replies
    • 1.7k views
    • 
    • BeckyMiller
    • September 1, 2005

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

    By Guest benefitsmom, August 10, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 10, 2005

32. ESOP Distribution - terminated plan

    By Guest justbe, August 2, 2005
    • 3 replies
    • 4.3k views
    • 
    • BeckyMiller
    • August 13, 2005

33. Diversification - minimum amount

    By Guest oxdougw, July 20, 2005
    • 3 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • August 17, 2005

34. leveraged ESOP - loan payments and deductibility

    By Tom Poje, July 19, 2005
    • 5 replies
    • 2.3k views
    • 
    • BeckyMiller
    • July 28, 2005

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

    By Guest ladycpa, June 28, 2005
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • July 6, 2005

36. Selling a company with a leveraged ESOP

    By Guest tfurlong, June 22, 2005
    • 7 replies
    • 4.5k views
    • 
    • RLL
    • June 24, 2005

37. ESOP distribution and pre-1987 balances

    By Guest jsample, June 15, 2005
    • 1 reply
    • 1.8k views
    • 
    • BeckyMiller
    • June 29, 2005

38. Cross-tested 401(k) Plan and ESOP

    By eilano, June 9, 2005
    • 1 reply
    • 2.9k views
    • 
    • CTipper
    • April 26, 2007

39. Running ESOP admin on Omni?

    By Guest DMZ, June 7, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 7, 2005

40. 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

41. Prorate 415 Limit for Terminating ESOP?

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

42. Employer deposited too much into the ESOP?

    By jkharvey, May 25, 2005
    • 3 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • May 26, 2005

43. s corp esop

    By Guest mbrand, May 24, 2005
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • May 26, 2005

44. Form 11-K - short plan year

    By wmyer, May 17, 2005
    • 3 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • May 19, 2005

45. Cash Bonus calculated based on ESOP Stock held?

    By Guest DMZ, May 17, 2005
    • 1 reply
    • 2.1k views
    • 
    • BeckyMiller
    • May 23, 2005

46. Stock Dividend

    By nancy, May 5, 2005
    • 1 reply
    • 2.1k views
    • 
    • RLL
    • May 10, 2005

47. Participant Info Request

    By Guest dw24a, May 5, 2005
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • May 5, 2005

48. Need to learn more about ESOPs

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

49. Multiple classes of common stock?

    By Guest MikeD, April 29, 2005
    • 5 replies
    • 2.9k views
    • 
    • RLL
    • April 30, 2005

50. S Corp ESOP w/ Non-Voting Stock

    By Alf, April 27, 2005
    • 6 replies
    • 5.5k views
    • 
    • RLL
    • April 29, 2005