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Employee Stock Ownership Plans (ESOPs)

1,188 topics in this forum

  1. Need ESOP plan Documents

    By Guest Babs,
    • 7 replies
    • 4.3k views

  2. ESOP distribution and pre-1987 balances

    By Guest jsample,
    • 1 reply
    • 2k views

  3. Selling a company with a leveraged ESOP

    By Guest tfurlong,
    • 7 replies
    • 5.2k views

  4. Running ESOP admin on Omni?

    By Guest DMZ,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

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

    By Guest tmills,
    • 2 replies
    • 3.1k views

  6. Prorate 415 Limit for Terminating ESOP?

    By Guest amboyd,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  7. s corp esop

    By Guest mbrand,
    • 3 replies
    • 2.4k views
    • Guest
    • Guest

  8. Employer deposited too much into the ESOP?

    By jkharvey,
    • 3 replies
    • 2k views

  9. Cash Bonus calculated based on ESOP Stock held?

    By Guest DMZ,
    • 1 reply
    • 2.3k views

  10. Form 11-K - short plan year

    By wmyer,
    • 3 replies
    • 2.4k views

  11. Stock Dividend

    By nancy,
    • 1 reply
    • 2.3k views

  12. Participant Info Request

    By Guest dw24a,
    • 1 reply
    • 1.5k views

  13. Need to learn more about ESOPs

    By jkharvey,
    • 2 replies
    • 1.6k views

  14. Multiple classes of common stock?

    By Guest MikeD,
    • 5 replies
    • 3.2k views
    • RLL
    • RLL

  15. S Corp ESOP w/ Non-Voting Stock

    By Alf,
    • 6 replies
    • 6.2k views
    • RLL
    • RLL

  16. Terminating the ESOP portion of a KSOP

    By Guest jolie1,
    • 1 reply
    • 2.8k views

  17. Estate rights to stock owned in joint property country

    By Guest MSCTRS,
    • 3 replies
    • 1.7k views

  18. Tax on Discount from Employee Share Purchase Plan

    By Guest benefitsanalyst,
    • 8 replies
    • 3k views

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

    By Guest ladycpa,
    • 4 replies
    • 2.3k views
    • Guest
    • Guest

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

    By Guest JVH,
    • 1 reply
    • 1.7k views

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

    By Guest ladycpa,
    • 2 replies
    • 2k views

  22. From Nasdaq Small Cap to pink sheets

    By Guest JBeck,
    • 2 replies
    • 2.2k views

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

    By Scott,
    • 2 replies
    • 2.3k views

  24. Vesting

    By Guest justbe,
    • 1 reply
    • 1.5k views

  25. Revised Form 5309

    By Guest tcroscut,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  26. Application of Section 423 when no discount in ESPP

    By Guest AEA,
    • 3 replies
    • 2.4k views

  27. can an esop own real property?

    By Guest lworthington,
    • 6 replies
    • 5.8k views

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

    By Guest ESOP Guru,
    • 5 replies
    • 1.8k views

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

    By Guest padmin,
    • 1 reply
    • 2.6k views

  30. Taxation of distribuitons

    By Guest fore01k,
    • 4 replies
    • 2.1k views
    • RLL
    • RLL

  31. Present Value of Synthetic Equity

    By Guest tmills,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

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

    By Guest YI3KITY5ALS2,
    • 1 reply
    • 2.4k views

  33. Help me understand my benefits ....

    By Guest califlefty,
    • 2 replies
    • 2.1k views
    • Guest
    • Guest

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

    By jaemmons,
    • 1 reply
    • 2.4k views

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

    By Guest moosegirl,
    • 2 replies
    • 2k views
    • Guest
    • Guest

  36. MORE LIBERAL DIVERSIFICATION

    By Guest JBeck,
    • 2 replies
    • 2k views

  37. S-Corporation cash distributions to participants.

    By Guest jigpsu100,
    • 3 replies
    • 2k views
    • Guest
    • Guest

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

    By Guest djw,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  39. Litigation Settlement Roll Over

    By Guest djw,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  40. Notification Required under ESOP Diversification Rules

    By Guest Edward McElroy,
    • 2 replies
    • 2.4k views

  41. S-Corp ESOP exchanging shares of different classes

    By Guest jigpsu100,
    • 1 reply
    • 1.8k views

  42. Not Enough Cash in ESOP

    By Guest padmin,
    • 1 reply
    • 1.5k views

  43. qualifying seller in a 1042 transaction

    By Guest pjalazo,
    • 1 reply
    • 1.9k views

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

    By Guest tas,
    • 2 replies
    • 1.5k views

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

    By Guest svogelwsm,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

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

    By Guest tmills,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  47. (2 Questions) Receivable-all interest ?/ Cash contrib for Distributions ?

    By Guest Deanna Mosier,
    • 1 reply
    • 1.5k views

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

    By Guest Edward McElroy,
    • 1 reply
    • 6.1k views

  49. Interest on ESOP Installment Payments

    By Guest JHadel,
    • 3 replies
    • 3.2k views

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

    By Jilliandiz,
    • 3 replies
    • 2.2k views
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