Employee Stock Ownership Plans (ESOPs)

1,187 topics in this forum

1. ESOP distribution and pre-1987 balances

   By Guest jsample, June 15, 2005
   • 1 reply
   • 2k views
   • 
   • BeckyMiller
   • June 29, 2005

2. Selling a company with a leveraged ESOP

   By Guest tfurlong, June 22, 2005
   • 7 replies
   • 5k views
   • 
   • RLL
   • June 24, 2005

3. Running ESOP admin on Omni?

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

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

   By Guest tmills, May 27, 2005
   • 2 replies
   • 3k views
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   • BeckyMiller
   • June 1, 2005

5. Prorate 415 Limit for Terminating ESOP?

   By Guest amboyd, May 25, 2005
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • May 28, 2005

6. s corp esop

   By Guest mbrand, May 24, 2005
   • 3 replies
   • 2.3k views
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   • Guest
   • May 26, 2005

7. Employer deposited too much into the ESOP?

   By jkharvey, May 25, 2005
   • 3 replies
   • 2k views
   • 
   • Kirk Maldonado
   • May 26, 2005

8. Cash Bonus calculated based on ESOP Stock held?

   By Guest DMZ, May 17, 2005
   • 1 reply
   • 2.2k views
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   • BeckyMiller
   • May 23, 2005

9. Form 11-K - short plan year

   By wmyer, May 17, 2005
   • 3 replies
   • 2.4k views
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   • Kirk Maldonado
   • May 19, 2005

10. Stock Dividend

    By nancy, May 5, 2005
    • 1 reply
    • 2.2k views
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    • RLL
    • May 10, 2005

11. Participant Info Request

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

12. Need to learn more about ESOPs

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

13. Multiple classes of common stock?

    By Guest MikeD, April 29, 2005
    • 5 replies
    • 3.1k views
    • 
    • RLL
    • April 30, 2005

14. S Corp ESOP w/ Non-Voting Stock

    By Alf, April 27, 2005
    • 6 replies
    • 6.1k views
    • 
    • RLL
    • April 29, 2005

15. Terminating the ESOP portion of a KSOP

    By Guest jolie1, April 6, 2005
    • 1 reply
    • 2.8k views
    • 
    • Ron Snyder
    • April 14, 2005

16. Estate rights to stock owned in joint property country

    By Guest MSCTRS, April 10, 2005
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • April 11, 2005

17. Tax on Discount from Employee Share Purchase Plan

    By Guest benefitsanalyst, February 2, 2005
    • 8 replies
    • 2.9k views
    • 
    • Kirk Maldonado
    • April 3, 2005

18. Shares sold to ESOP subject to a buyback provision or a voting trust so that seller can maintain control

    By Guest ladycpa, March 22, 2005
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • March 30, 2005

19. Conversion of Common to Preferred Stock - Section 306 Stock - 1042 Transaction

    By Guest JVH, March 28, 2005
    • 1 reply
    • 1.6k views
    • 
    • Kirk Maldonado
    • March 28, 2005

20. When do S corp distributions need to be paid to the plan to be included in plan year allocations?

    By Guest ladycpa, March 11, 2005
    • 2 replies
    • 2k views
    • 
    • Ron Snyder
    • March 21, 2005

21. From Nasdaq Small Cap to pink sheets

    By Guest JBeck, January 24, 2005
    • 2 replies
    • 2.1k views
    • 
    • BeckyMiller
    • March 8, 2005

22. Conversion from C corp to S corp - ESOP Amendments?

    By Scott, February 24, 2005
    • 2 replies
    • 2.3k views
    • 
    • BeckyMiller
    • March 8, 2005

23. Vesting

    By Guest justbe, February 24, 2005
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • February 24, 2005

24. Revised Form 5309

    By Guest tcroscut, February 21, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 21, 2005

25. Application of Section 423 when no discount in ESPP

    By Guest AEA, February 15, 2005
    • 3 replies
    • 2.3k views
    • 
    • E as in ERISA
    • February 15, 2005

26. can an esop own real property?

    By Guest lworthington, February 4, 2005
    • 6 replies
    • 5.7k views
    • 
    • Demosthenes
    • February 11, 2005

27. American Job Creation Act and S-Corporation distributions on allocated shares to pay debt

    By Guest ESOP Guru, February 9, 2005
    • 5 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • February 11, 2005

28. Is stock held in ESOP considered for hce and key ee determination

    By Guest padmin, February 8, 2005
    • 1 reply
    • 2.6k views
    • 
    • Harwood
    • February 8, 2005

29. Taxation of distribuitons

    By Guest fore01k, February 3, 2005
    • 4 replies
    • 2.1k views
    • 
    • RLL
    • February 4, 2005

30. Present Value of Synthetic Equity

    By Guest tmills, February 2, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 2, 2005

31. laws, rules or guidelines for payment of earned and acrued ESOP funds to terminated employees

    By Guest YI3KITY5ALS2, January 28, 2005
    • 1 reply
    • 2.4k views
    • 
    • stephen
    • January 28, 2005

32. Help me understand my benefits ....

    By Guest califlefty, January 27, 2005
    • 2 replies
    • 2k views
    • 
    • Guest
    • January 27, 2005

33. ESOP & non-ESOP adp/acp testing aggregation?

    By jaemmons, January 21, 2005
    • 1 reply
    • 2.3k views
    • 
    • MWeddell
    • January 25, 2005

34. Taxation of stock distribuiton by ESOP repurchased over 5 year period

    By Guest moosegirl, January 17, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 19, 2005

35. MORE LIBERAL DIVERSIFICATION

    By Guest JBeck, January 10, 2005
    • 2 replies
    • 2k views
    • 
    • MWeddell
    • January 11, 2005

36. S-Corporation cash distributions to participants.

    By Guest jigpsu100, January 4, 2005
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 10, 2005

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

    By Guest djw, January 3, 2005
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 3, 2005

38. Litigation Settlement Roll Over

    By Guest djw, December 27, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 27, 2004

39. Notification Required under ESOP Diversification Rules

    By Guest Edward McElroy, December 14, 2004
    • 2 replies
    • 2.3k views
    • 
    • BeckyMiller
    • December 23, 2004

40. S-Corp ESOP exchanging shares of different classes

    By Guest jigpsu100, December 2, 2004
    • 1 reply
    • 1.8k views
    • 
    • BeckyMiller
    • December 9, 2004

41. Not Enough Cash in ESOP

    By Guest padmin, December 1, 2004
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • December 1, 2004

42. qualifying seller in a 1042 transaction

    By Guest pjalazo, November 16, 2004
    • 1 reply
    • 1.9k views
    • 
    • BeckyMiller
    • November 24, 2004

43. Paying the valuation fee from the dividend prior to allocation

    By Guest tas, November 23, 2004
    • 2 replies
    • 1.5k views
    • 
    • BeckyMiller
    • November 24, 2004

44. Repurchase of employer stock by company from accounts of non-officers where value of employer stock is decreasing

    By Guest svogelwsm, November 23, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 23, 2004

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

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

46. (2 Questions) Receivable-all interest ?/ Cash contrib for Distributions ?

    By Guest Deanna Mosier, November 11, 2004
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • November 11, 2004

47. ESOP and 1099-R and/pr 1099-B Reporting

    By Guest Edward McElroy, September 30, 2004
    • 1 reply
    • 6k views
    • 
    • BeckyMiller
    • November 8, 2004

48. Interest on ESOP Installment Payments

    By Guest JHadel, November 3, 2004
    • 3 replies
    • 3.1k views
    • 
    • BeckyMiller
    • November 8, 2004

49. ESOP Loan is paid off, can they make a profit sharing contribution?

    By Jilliandiz, November 4, 2004
    • 3 replies
    • 2.2k views
    • 
    • QDROphile
    • November 4, 2004

50. Leveraged ESOP and S Corp for acquisitions

    By Guest bdg, October 12, 2004
    • 1 reply
    • 1.8k views
    • 
    • stephen
    • October 13, 2004