Employee Stock Ownership Plans (ESOPs)

1,184 topics in this forum

1. ESOP and 401k

   By Guest tonys, June 17, 2000
   • 2 replies
   • 1.9k views
   • 
   • Dawn Hafner
   • June 20, 2000

2. Voting

   By LIBERTYKID, August 11, 2014
   • 1 reply
   • 1.9k views
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   • ESOP Guy
   • August 11, 2014

3. ESOP Distrubutions

   By Guest jackso, September 17, 1999
   • 1 reply
   • 1.9k views
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   • RLL
   • September 17, 1999

4. What materials must be provided to a participant when pass-through vot

   By smm, March 16, 2001
   • 1 reply
   • 1.9k views
   • 
   • RLL
   • March 17, 2001

5. S_corps and ESOPs

   By Guest sampat, January 19, 2001
   • 3 replies
   • 1.9k views
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   • BeckyMiller
   • January 22, 2001

6. Can Testamentary Trust Elect 1042 Treatment

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

7. ESOP used as part of floor offset

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

8. One-time partial ESOP payout question

   By Steve2023, October 17, 2023
   • 2 replies
   • 1.9k views
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   • Steve2023
   • October 18, 2023

9. ESOP Valuation

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

10. S-Corp ESOP Distribution - "Immediate Put"?

    By Übernerd, April 30, 2007
    • 0 replies
    • 1.9k views
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    • Übernerd
    • April 30, 2007

11. Are ESOP shares counted for 5% owner determination?

    By jukeboy56, January 13, 2006
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 20, 2006

12. Uses of ESOP loan proceeds.

    By Guest JBDixon, May 12, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 12, 1999

13. KSOP and Corporate Spinoff

    By Scott, August 23, 2004
    • 1 reply
    • 1.9k views
    • 
    • BeckyMiller
    • September 9, 2004

14. S-Corporation cash distributions to participants.

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

15. Allocation of Expenses between ESOP and Employer

    By Yesrod5, March 12, 2013
    • 3 replies
    • 1.9k views
    • 
    • Yesrod5
    • March 12, 2013

16. Individual Benefit Statements

    By Guest Blowout, September 18, 1999
    • 1 reply
    • 1.9k views
    • 
    • RLL
    • September 18, 1999

17. ESOPS IN THE CHILD CARE INDUSTRY

    By Guest hstine, March 16, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • March 31, 1999

18. Taxability of Employer Stock in nonqualified plans

    By Guest JPG, July 13, 2007
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • July 14, 2007

19. Diversification Rights in Terminated ESOP

    By Guest Agnes, May 15, 2013
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • May 15, 2013

20. What is required and allowed when distributing company stock from an E

    By John A, April 17, 2001
    • 1 reply
    • 1.9k views
    • 
    • RLL
    • April 17, 2001

21. Diversification

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

22. IRC 409(o)(1)(B) restriction

    By J2D2, July 19, 2002
    • 2 replies
    • 1.8k views
    • 
    • J2D2
    • July 22, 2002

23. 423(b) beneficiaries

    By Guest grafals, June 10, 2004
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • July 9, 2004

24. Intentional ESOP loan default

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

25. 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

26. Definition of Stock Bonus Plan

    By Dawn Hafner, July 25, 2002
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • July 25, 2002

27. 1042 replacement stock

    By Guest DAFoster, October 20, 1999
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • October 20, 1999

28. form 5330

    By Guest gnappi, November 19, 2007
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 19, 2007

29. ESOP Excess Diversification

    By Guest edman, February 24, 2010
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 24, 2010

30. ESOP Distribution

    By Guest EMozley, December 10, 2001
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • December 10, 2001

31. Use of Profit Sharing Assets to Purchase Employer Securities

    By Guest rcm, January 30, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 30, 1999

32. Eliminate Pass Thru Voting

    By Tot, January 8, 2009
    • 2 replies
    • 1.8k views
    • 
    • Tot
    • January 14, 2009

33. Diversification rights for former employee

    By Belgarath, July 11, 2017
    • 1 reply
    • 1.8k views
    • 
    • ESOP Guy
    • July 11, 2017

34. 409(h)(4) vs 54.4975-7(b)(11) (Put option)

    By Guest tmills, October 1, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 2, 2009

35. Put Option - In Connection with a Terminated ESOP

    By Guest amboyd, May 31, 2002
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • June 1, 2002

36. Disqualifed Persons

    By Jilliandiz, July 18, 2007
    • 1 reply
    • 1.8k views
    • 
    • stephen
    • July 18, 2007

37. Determination letter on ESOP

    By Belgarath, January 5, 2021
    • 5 replies
    • 1.8k views
    • 
    • Linda Wilkins
    • January 11, 2021

38. Definition of "Readily tradeable" for the put option requirements

    By Guest ladycpa, March 17, 2004
    • 1 reply
    • 1.8k views
    • 
    • Harwood
    • March 17, 2004

39. 415 Leveraged ESOP

    By Guest AG, January 22, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 22, 2000

40. qualifying seller in a 1042 transaction

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

41. Ouch for S corp ESOPs

    By Dawn Hafner, February 1, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 3, 1999

42. Are short term loans permissible in a leveraged ESOP?

    By Guest lawdawg, February 9, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 9, 2001

43. principal only share release

    By Guest ladycpa2, June 13, 2007
    • 1 reply
    • 1.8k views
    • 
    • BeckyMiller
    • June 28, 2007

44. 415 and fiscal limitation year

    By DPL, September 30, 2014
    • 1 reply
    • 1.8k views
    • 
    • Kevin C
    • September 30, 2014

45. Esop Bank Account titling question

    By Tax Cowboy, April 28, 2021   

    • esop
    • 4 replies
    • 1.8k views
    • 
    • Degrand
    • May 14, 2021

46. Which Valuation Date

    By Guest ralar, March 15, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 31, 1999

47. Prepaying ESOP Loan - 415 Issues

    By Guest sjlbenefits, July 9, 2010
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 9, 2010

48. Purchase of Stock from disqualified person

    By Guest EMozley, August 22, 2001
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • August 22, 2001

49. Canadian subsidiary

    By lexi, October 6, 2006
    • 1 reply
    • 1.8k views
    • 
    • BeckyMiller
    • October 14, 2006

50. ESOP Plan Amendments for EGTRRA

    By Guest tfurlong, November 8, 2001
    • 4 replies
    • 1.8k views
    • 
    • stephen
    • November 9, 2001