Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Estate rights to stock owned in joint property country

   By Guest MSCTRS, April 10, 2005
   • 3 replies
   • 1.6k views
   • 
   • mbozek
   • April 11, 2005

2. Terminating the ESOP portion of a KSOP

   By Guest jolie1, April 6, 2005
   • 1 reply
   • 2.6k views
   • 
   • Ron Snyder
   • April 14, 2005

3. 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

4. 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

5. 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
   • 1.9k views
   • 
   • Ron Snyder
   • March 21, 2005

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

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

7. Vesting

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

8. Revised Form 5309

   By Guest tcroscut, February 21, 2005
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • February 21, 2005

9. Application of Section 423 when no discount in ESPP

   By Guest AEA, February 15, 2005
   • 3 replies
   • 2.1k views
   • 
   • E as in ERISA
   • February 15, 2005

10. 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

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

    By Guest padmin, February 8, 2005
    • 1 reply
    • 2.5k views
    • 
    • Harwood
    • February 8, 2005

12. can an esop own real property?

    By Guest lworthington, February 4, 2005
    • 6 replies
    • 5.4k views
    • 
    • Demosthenes
    • February 11, 2005

13. Taxation of distribuitons

    By Guest fore01k, February 3, 2005
    • 4 replies
    • 2k views
    • 
    • RLL
    • February 4, 2005

14. Present Value of Synthetic Equity

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

15. Tax on Discount from Employee Share Purchase Plan

    By Guest benefitsanalyst, February 2, 2005
    • 8 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • April 3, 2005

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

    By Guest YI3KITY5ALS2, January 28, 2005
    • 1 reply
    • 2.2k views
    • 
    • stephen
    • January 28, 2005

17. Help me understand my benefits ....

    By Guest califlefty, January 27, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 27, 2005

18. From Nasdaq Small Cap to pink sheets

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

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

    By jaemmons, January 21, 2005
    • 1 reply
    • 2.2k views
    • 
    • MWeddell
    • January 25, 2005

20. 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

21. MORE LIBERAL DIVERSIFICATION

    By Guest JBeck, January 10, 2005
    • 2 replies
    • 1.9k views
    • 
    • MWeddell
    • January 11, 2005

22. S-Corporation cash distributions to participants.

    By Guest jigpsu100, January 4, 2005
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 10, 2005

23. 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

24. Litigation Settlement Roll Over

    By Guest djw, December 27, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 27, 2004

25. Notification Required under ESOP Diversification Rules

    By Guest Edward McElroy, December 14, 2004
    • 2 replies
    • 2.2k views
    • 
    • BeckyMiller
    • December 23, 2004

26. S-Corp ESOP exchanging shares of different classes

    By Guest jigpsu100, December 2, 2004
    • 1 reply
    • 1.5k views
    • 
    • BeckyMiller
    • December 9, 2004

27. Not Enough Cash in ESOP

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

28. 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

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

    By Guest tas, November 23, 2004
    • 2 replies
    • 1.4k views
    • 
    • BeckyMiller
    • November 24, 2004

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

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

31. qualifying seller in a 1042 transaction

    By Guest pjalazo, November 16, 2004
    • 1 reply
    • 1.8k views
    • 
    • BeckyMiller
    • November 24, 2004

32. (2 Questions) Receivable-all interest ?/ Cash contrib for Distributions ?

    By Guest Deanna Mosier, November 11, 2004
    • 1 reply
    • 1.3k views
    • 
    • stephen
    • November 11, 2004

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

    By Jilliandiz, November 4, 2004
    • 3 replies
    • 2k views
    • 
    • QDROphile
    • November 4, 2004

34. Interest on ESOP Installment Payments

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

35. Leveraged ESOP and S Corp for acquisitions

    By Guest bdg, October 12, 2004
    • 1 reply
    • 1.7k views
    • 
    • stephen
    • October 13, 2004

36. Diversification-how to count years of participation

    By Guest DeePA, October 6, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 6, 2004

37. Allocation of declared dividends

    By Guest gnappi, October 6, 2004
    • 1 reply
    • 1.6k views
    • 
    • stephen
    • October 6, 2004

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

    By Guest Edward McElroy, September 30, 2004
    • 1 reply
    • 5.7k views
    • 
    • BeckyMiller
    • November 8, 2004

39. ESOPs and 404(c)

    By Guest T-BONE, September 21, 2004
    • 1 reply
    • 1.7k views
    • 
    • BeckyMiller
    • September 21, 2004

40. S Corp Fiscal Year

    By Guest John Nelson, September 13, 2004
    • 6 replies
    • 3.6k views
    • 
    • Guest
    • September 17, 2004

41. Investing Dividends in Non-Stock Assets

    By Alf, August 27, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • September 13, 2004

42. KSOP and Corporate Spinoff

    By Scott, August 23, 2004
    • 1 reply
    • 1.8k views
    • 
    • BeckyMiller
    • September 9, 2004

43. Distributions after conversion from C Corp to S Corp

    By Guest tmills, August 16, 2004
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • August 16, 2004

44. where has RLL been lately?

    By Guest svatty, July 31, 2004
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • August 3, 2004

45. Asset sale with Leverage Esop

    By Lori Foresz, July 21, 2004
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • July 30, 2004

46. company sale and KSOP

    By eilano, July 21, 2004
    • 6 replies
    • 2.2k views
    • 
    • mbozek
    • July 22, 2004

47. Phantom Stock Plan--ERISA Plan?

    By sloble@crowleyfleck.com, July 20, 2004
    • 0 replies
    • 2.2k views
    • 
    • sloble@crowleyfleck.com
    • July 20, 2004

48. Can Testamentary Trust Elect 1042 Treatment

    By Guest John Nelson, July 20, 2004
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • July 20, 2004

49. Loan from S Corp to ESOP, misc. issues

    By Guest tracys, July 8, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 8, 2004

50. QJSA exemption and plan requirements

    By Guest tcroscut, June 24, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 24, 2004