Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. ESOP software

   By Guest Karens, March 7, 2003
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • March 18, 2003

2. ESOP Sponsor Acquiring Property from Related Employer

   By Plan Doc, November 24, 2021
   • 1 reply
   • 686 views
   • 
   • EBECatty
   • November 24, 2021

3. ESOP Stock

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

4. ESOP Stock Distribution

   By Jilliandiz, August 22, 2007
   • 1 reply
   • 2k views
   • 
   • Guest
   • August 23, 2007

5. ESOP Stock Evaluations vs Other Shareholder Market Value

   By PanamaJack, May 24, 2024
   • 2 replies
   • 1.4k views
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   • MBESQ
   • May 25, 2024

6. ESOP Stock Purchase

   By Guest Babs, February 25, 2003
   • 1 reply
   • 1.1k views
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   • Guest
   • March 28, 2004

7. ESOP Summary

   By Guest Jose Rosario, May 20, 2003
   • 2 replies
   • 1.4k views
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   • Guest
   • May 21, 2003

8. ESOP tax deduction for leveraged plan

   By Guest DAVID STOVALL, June 8, 2002
   • 1 reply
   • 2.1k views
   • 
   • RLL
   • June 8, 2002

9. ESOP termination - stock nearly worthless

   By Belgarath, March 6, 2013
   • 4 replies
   • 9.3k views
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   • RLL
   • March 8, 2013

10. Esop Termination and installment payments

    By Guest DeePA, March 6, 2004
    • 1 reply
    • 2.8k views
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    • BeckyMiller
    • March 12, 2004

11. ESOP termination and RMD

    By Guest BROKER10, July 12, 2013
    • 9 replies
    • 4.6k views
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    • GMK
    • July 15, 2013

12. ESOP Termination before Company bought

    By jtfitz57, January 15, 2018   

    • esop termination
    • 3 replies
    • 2.4k views
    • 
    • jpod
    • January 16, 2018

13. ESOP Termination Due to Acquisition - Distribution

    By Mad_Jasper, May 17, 2016
    • 2 replies
    • 2.3k views
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    • Mad_Jasper
    • May 17, 2016

14. ESOP Termination Post-Acquisition - Distributions in Cash Only?

    By kmhaab, September 30, 2019
    • 3 replies
    • 2.8k views
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    • Westsquire
    • October 1, 2019

15. ESOP termination; rollover shares to SDIRA; company owner

    By jefranks, December 7, 2016
    • 6 replies
    • 2.9k views
    • 
    • jefranks
    • January 5, 2017

16. Esop that sold all shares of stock

    By Guest Toni Jo, April 17, 2001
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • April 17, 2001

17. ESOP to 401K, Choice?

    By Guest skv7, August 31, 2007
    • 4 replies
    • 3.2k views
    • 
    • masteff
    • September 1, 2007

18. ESOP to P/S

    By Guest Lucy, March 15, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • March 18, 1999

19. Esop training needed!

    By Guest irenes, August 7, 2000
    • 1 reply
    • 1.9k views
    • 
    • RLL
    • August 7, 2000

20. ESOP Transaction Documentation

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

21. ESOP Transaction Effective DateClosing Date differences.

    By Guest Mr. Joseph, March 2, 2000
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • March 2, 2000

22. ESOP US Tax court case procedure after Govt

    By Tax Cowboy, May 15
    • 0 replies
    • 468 views
    • 
    • Tax Cowboy
    • May 15

23. ESOP used as part of floor offset

    By nancy, December 5, 2000
    • 0 replies
    • 1.9k views
    • 
    • nancy
    • December 5, 2000

24. ESOP valuation

    By Guest Diane DuFresne, May 12, 2003
    • 3 replies
    • 1.6k views
    • 
    • RLL
    • May 21, 2003

25. ESOP Valuation

    By Guest bfsw, January 24, 2002
    • 2 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • January 25, 2002

26. ESOP Valuation Litigation Settlement - Fiduciary and Securities law Claims - Attorneys' Fees

    By Guest djw, January 3, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 3, 2005

27. ESOP VALUATION QUESTION

    By JimboPColtrane, May 26, 2021
    • 8 replies
    • 2.9k views
    • 
    • Marcus R Piquet
    • July 23, 2021

28. ESOP vesting

    By Lori H, June 8, 2010
    • 9 replies
    • 2.8k views
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    • Kevin C
    • June 10, 2010

29. ESOP Vesting After Returning

    By Bluewing97, April 2, 2020
    • 1 reply
    • 976 views
    • 
    • ESOP Guy
    • April 2, 2020

30. ESOP Vote solicitation

    By Guest planwiz, May 20, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 20, 1999

31. ESOP Voting Rights

    By Guest John Nelson, January 24, 2002
    • 2 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • January 24, 2002

32. ESOP vs. stock options?

    By Guest Lisssi, April 12, 2001
    • 1 reply
    • 2.4k views
    • 
    • BeckyMiller
    • April 12, 2001

33. ESOP with LLC taxed as a Partnership

    By Guest BM-VFCC, November 28, 2007
    • 1 reply
    • 3.3k views
    • 
    • RLL
    • November 28, 2007

34. ESOP with no cash

    By jsample, June 29, 2022
    • 8 replies
    • 2.1k views
    • 
    • ESOP Guy
    • July 6, 2022

35. ESOP with no ER stock?

    By Lori Foresz, March 19, 2004
    • 0 replies
    • 1.3k views
    • 
    • Lori Foresz
    • March 19, 2004

36. ESOP: Current Employee Age 70 ½ - Wants Full Distribution

    By Guest Grecco, November 22, 2013
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • November 22, 2013

37. ESOP: Interplay between Section 1042 and Rebalancing Requirement

    By Yesrod5, May 6, 2020
    • 2 replies
    • 759 views
    • 
    • Yesrod5
    • May 9, 2020

38. ESOP: Retroactive amendment

    By Guest qualified plan, December 20, 2001
    • 7 replies
    • 2.5k views
    • 
    • RLL
    • January 2, 2002

39. ESOP: Segregation of accounts

    By Guest John Nelson, March 17, 2003
    • 4 replies
    • 5.6k views
    • 
    • Kirk Maldonado
    • April 18, 2003

40. ESOP's - Relius Users

    By Guest mspencer, February 11, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 10, 2004

41. ESOP's and 125 plans

    By Guest bosco, November 26, 2002
    • 1 reply
    • 1.9k views
    • 
    • BeckyMiller
    • December 13, 2002

42. ESOP's and Sub S Distribution windfalls

    By Guest Alan Stonewall, October 21, 2002
    • 5 replies
    • 3.5k views
    • 
    • RLL
    • October 22, 2002

43. ESOP's: Distributions from ESOP's

    By Guest Ray Rinfret, March 1, 2002
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • March 1, 2002

44. ESOP/PT Qt.

    By Guest mab, November 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 8, 2002

45. ESOPs

    By Guest jcr, February 25, 2002
    • 10 replies
    • 2.6k views
    • 
    • Guest
    • March 1, 2002

46. ESOPs - Contributions of Employer Stock

    By Guest Eprail, April 19, 2002
    • 12 replies
    • 3.1k views
    • 
    • pjkoehler
    • April 24, 2002

47. ESOPs - Qualifed Rollovers?

    By Guest bogart126, April 25, 2001
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • April 25, 2001

48. ESOPs - stock value and insurance

    By eilano, May 29, 2002
    • 1 reply
    • 1.3k views
    • 
    • RLL
    • May 29, 2002

49. ESOPs -- pass through merger consideration election

    By Guest walker, December 17, 2002
    • 1 reply
    • 992 views
    • 
    • RLL
    • December 18, 2002

50. ESOPs & Diversification

    By Guest crs, December 3, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 3, 2002