Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. employee terminates, paid out, rehired part time?

   By Lori H, September 19, 2007
   • 2 replies
   • 1.7k views
   • 
   • Lori H
   • September 19, 2007

2. ESOP books

   By Guest Tennisboy27, May 4, 2011
   • 2 replies
   • 1.6k views
   • 
   • ESOP Guy
   • May 4, 2011

3. How is employer stock handled in a 401(k) takeover of a publicly trade

   By Guest soup, July 5, 2000
   • 2 replies
   • 1.7k views
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   • pjkoehler
   • July 6, 2000

4. ESOP's - Relius Users

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

5. Stock value is $0, can shares be redeemed for $500 without discrimination?

   By Guest crosseyetester, February 5, 2007
   • 2 replies
   • 1.4k views
   • 
   • namealreadyinuse
   • February 6, 2007

6. Cafeteria Plans

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

7. Forfeitures and 415

   By Guest tmills, December 19, 2007
   • 2 replies
   • 2k views
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   • Guest
   • December 21, 2007

8. Convert Former Participant's Accounts to Cash / Stock buy-back

   By Guest DDahl, July 22, 2008
   • 2 replies
   • 1.4k views
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   • Guest
   • July 22, 2008

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

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

10. ESOP and 2 401k plans

    By cpc0506, December 28, 2018
    • 2 replies
    • 713 views
    • 
    • ESOP Guy
    • December 29, 2018

11. ESOP Distribution for termed employees - One time distribution or multiple?

    By NWhite, April 25, 2024
    • 2 replies
    • 1.1k views
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    • NWhite
    • April 26, 2024

12. Put to ESOP in addition to Employer

    By smm, November 2, 2000
    • 2 replies
    • 1.6k views
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    • Guest
    • November 3, 2000

13. diversification

    By Guest PAUL DUGAN, November 12, 2006
    • 2 replies
    • 1.9k views
    • 
    • AndyH
    • November 13, 2006

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

    By Scott, February 24, 2005
    • 2 replies
    • 2.2k views
    • 
    • BeckyMiller
    • March 8, 2005

15. ESOP Melllllllllllllltttttttttttttddddddddooooooowwwwwnnnnnnnn

    By jrs, February 19, 2015
    • 2 replies
    • 1.9k views
    • 
    • ESOP Guy
    • February 20, 2015

16. ESOP Annual Addition

    By ERISA25, November 10, 2009
    • 2 replies
    • 2.1k views
    • 
    • Marcus R Piquet
    • November 19, 2009

17. Diversification

    By LIBERTYKID, January 7, 2002
    • 2 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • January 8, 2002

18. Lender as disqualified person

    By Guest kredlin, November 1, 2002
    • 2 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • November 1, 2002

19. ESOP Liquidation

    By Guest sauterne, March 11, 2002
    • 2 replies
    • 3.7k views
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    • mbozek
    • March 26, 2002

20. ESOP Summary

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

21. ESOP Diversification

    By Guest imthatguy, June 29, 2010
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 20, 2010

22. KSOP - Substantial and Recurring Contributions

    By EBECatty, February 21, 2017
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • February 22, 2017

23. Key EEs in ESOPs

    By ESOP Guy, May 6, 2011
    • 2 replies
    • 1.3k views
    • 
    • GMK
    • May 6, 2011

24. ESOP Distribution and Taxes

    By Guest Marcus Burns, December 10, 2002
    • 2 replies
    • 2.4k views
    • 
    • QDROphile
    • December 13, 2002

25. DOL Bureau of Labor Statistics (BLS) email question

    By Tax Cowboy, May 5, 2021   

    • dol
    • 2 replies
    • 1.2k views
    • 
    • Degrand
    • May 14, 2021

26. ESOP Voting Rights

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

27. ESOP Valuation

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

28. Can professional corporation adopt ESOP?

    By Guest John Nelson, February 20, 2001
    • 2 replies
    • 3.6k views
    • 
    • RLL
    • February 21, 2001

29. Employee Stock Purchase Program

    By Guest Yah Mon, July 1, 2001
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • July 5, 2001

30. Basic questions - KSOP use in acquiring S Corporation

    By Guest Msakr, June 6, 2010
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • June 8, 2010

31. 409(p) and family

    By Guest tmills, June 27, 2006
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • July 14, 2006

32. ESOP Distribution and RMD

    By MoShawn, June 9, 2011
    • 2 replies
    • 2.8k views
    • 
    • GMK
    • June 9, 2011

33. Transitioning to 100% ESOP Owned

    By Guest tm3333, May 10, 2011
    • 2 replies
    • 1.6k views
    • 
    • GMK
    • May 10, 2011

34. ESOP Distributions and 401(a)(14) Election

    By piquantbaron, August 11, 2020
    • 2 replies
    • 1.1k views
    • 
    • Cardscrazy
    • January 16, 2021

35. Loan Payment with allocated cash?

    By Guest MaineERISA, April 12, 2013   

    • loan repayment
    • allocated contributions
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • April 12, 2013

36. Intentional ESOP loan default

    By Guest Pennysaver, May 11, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 11, 2010

37. ESOP Termination Due to Acquisition - Distribution

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

38. ESOP seminars for attorneys?

    By Guest mab, January 31, 2003
    • 2 replies
    • 1.2k views
    • 
    • RLL
    • January 31, 2003

39. Benefit Bifurcation

    By Guest Grumbles, November 16, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 18, 2009

40. ESOP software

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

41. Safe harbor matching contribution in the ESOP (not a KSOP)

    By Marcus R Piquet, March 3, 2015
    • 2 replies
    • 2.2k views
    • 
    • Marcus R Piquet
    • March 4, 2015

42. Failure to pass through vote on corporate transaction

    By Guest justbetmd, May 11, 2010
    • 2 replies
    • 1.2k views
    • 
    • A Shot in the Dark
    • May 12, 2010

43. C-Corp. forming ESOP then electing S-Corp. 1042 Question

    By Griswold, May 19, 2016
    • 2 replies
    • 1.4k views
    • 
    • Griswold
    • May 20, 2016

44. ESOP financed securities exception of 409(o)(1)(A) & S Corps

    By Guest tcroscut, April 2, 2004
    • 2 replies
    • 1.8k views
    • 
    • stephen
    • April 5, 2004

45. From Nasdaq Small Cap to pink sheets

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

46. How to fairly split ESOP

    By SpecialGuest, June 19, 2020
    • 2 replies
    • 3.8k views
    • 
    • david rigby
    • June 19, 2020

47. 1042 Transaction: Failure to timely file Statement of Election

    By Guest John Nelson, April 26, 2001
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • April 27, 2001

48. ESOP Loan Prepayment

    By Guest blaum8, April 14, 2003
    • 2 replies
    • 3.2k views
    • 
    • RLL
    • April 15, 2003

49. Can ESOP/sponsoring employer jeopardize 1042 treatment?

    By Guest kredlin, March 14, 2001
    • 2 replies
    • 1.9k views
    • 
    • RLL
    • March 17, 2001

50. Diversification Requirements under a QDRO

    By Guest RMM, October 1, 2002
    • 2 replies
    • 2.1k views
    • 
    • QDROphile
    • October 1, 2002