Employee Stock Ownership Plans (ESOPs)

1,184 topics in this forum

1. S Corp Fiscal Year

   By Guest John Nelson, September 13, 2004
   • 6 replies
   • 3.7k views
   • 
   • Guest
   • September 17, 2004

2. Investing Dividends in Non-Stock Assets

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

3. KSOP and Corporate Spinoff

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

4. Distributions after conversion from C Corp to S Corp

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

5. where has RLL been lately?

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

6. Asset sale with Leverage Esop

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

7. company sale and KSOP

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

8. Phantom Stock Plan--ERISA Plan?

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

9. 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

10. 423(b) beneficiaries

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

11. ESOP leveraging options

    By Guest cpadpl, June 19, 2004
    • 2 replies
    • 2.4k views
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    • Kirk Maldonado
    • July 8, 2004

12. Distribution to Retiree in Leveraged ESOP

    By nancy, June 15, 2004
    • 1 reply
    • 1.3k views
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    • BeckyMiller
    • July 8, 2004

13. when making stock contribution to closely-held ESOP, how do we determine appropriate amount to deduct by April 15 when 12-31 valuation is not received by April 15/tax return?

    By EGB, June 23, 2004
    • 7 replies
    • 2.1k views
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    • BeckyMiller
    • July 8, 2004

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

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

15. QJSA exemption and plan requirements

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

16. Conversion of Stock Bonus to ESOP

    By Guest jmlumpkin, June 21, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 21, 2004

17. Company bought out... ESOP payout questions

    By Guest Spindle, June 17, 2004
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • June 17, 2004

18. distribution options from esop. 2questions.

    By Lori H, June 2, 2004
    • 3 replies
    • 1.6k views
    • 
    • BeckyMiller
    • June 10, 2004

19. Deduction ESOP contributions

    By Lori Foresz, April 22, 2004
    • 4 replies
    • 2.1k views
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    • Guest
    • June 9, 2004

20. 409(p) and 4979A - a question

    By Guest MikeD, June 1, 2004
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • June 9, 2004

21. Advantage of ESOP over straight stock comp

    By Guest Taxman, June 6, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 6, 2004

22. valuation of closely held stock in ESOP

    By k man, November 25, 2003
    • 15 replies
    • 5k views
    • 
    • RLL
    • May 29, 2004

23. 409(e)(3) and the agreement to purchase shares

    By Guest JBeck, May 26, 2004
    • 3 replies
    • 1.9k views
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    • QDROphile
    • May 28, 2004

24. bank under "cease and desist" order, currently maintains profit sharing plan. considering a leveraged esop or ksop.

    By Lori H, May 24, 2004
    • 5 replies
    • 2.2k views
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    • BeckyMiller
    • May 27, 2004

25. Form of Distribution Dependent on Account Balance

    By Guest cphs, May 13, 2004
    • 4 replies
    • 1.5k views
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    • RTK
    • May 24, 2004

26. ESOPs and Bankruptcy

    By Guest JoeM, May 6, 2004
    • 2 replies
    • 2.2k views
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    • BeckyMiller
    • May 7, 2004

27. installment distributions

    By Guest JBeck, April 27, 2004
    • 2 replies
    • 1.4k views
    • 
    • RLL
    • April 30, 2004

28. Stock Bonus ---> ESOP

    By Guest jmlumpkin, April 23, 2004
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • April 28, 2004

29. My company is planning an ESOP

    By Guest metmer, April 28, 2004
    • 1 reply
    • 1.1k views
    • 
    • RLL
    • April 28, 2004

30. leveraged ESOP - foreign stock

    By Tom Poje, April 19, 2004
    • 1 reply
    • 1.2k views
    • 
    • Kirk Maldonado
    • April 19, 2004

31. Basic ESOP Allocation Questoin

    By Lori Foresz, April 15, 2004
    • 2 replies
    • 1.7k views
    • 
    • Lori Foresz
    • April 15, 2004

32. ESOP & 401(K) PLANS TREATMENT OF EXCESS ANNUAL ADDITIONS

    By Guest M. Martin, April 8, 2004
    • 3 replies
    • 1.5k views
    • 
    • WDIK
    • April 8, 2004

33. 1042 & ESOP termination

    By Guest tcroscut, April 8, 2004
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • April 8, 2004

34. Diversification and transfer to 401(k) plan - 1099R reporting

    By Guest CJDwyer, April 7, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 7, 2004

35. 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

36. Distributions - Employer Discretion

    By Guest cphs, April 2, 2004
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 2, 2004

37. Dollar Amount Increased, What About Payout Period?

    By smm, April 1, 2004
    • 1 reply
    • 1.2k views
    • 
    • RLL
    • April 1, 2004

38. ESOP Stock Purchase

    By Guest Babs, February 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 28, 2004

39. Timing of distribution under 409(o)(1)(B) to retired employee

    By Guest alliketchum, September 23, 2003
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • March 28, 2004

40. Distributions and 409(o)

    By Guest tcroscut, March 22, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 22, 2004

41. ESOP with no ER stock?

    By Lori Foresz, March 19, 2004
    • 0 replies
    • 1.3k views
    • 
    • Lori Foresz
    • March 19, 2004

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

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

43. Esop

    By Guest Dion Brockway, March 28, 2003
    • 2 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • March 12, 2004

44. Individual Guaranties by Former Shareholders in an ESOP Owned Company

    By Guest abrandw, February 24, 2004
    • 1 reply
    • 1.7k views
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    • BeckyMiller
    • March 12, 2004

45. Do diversification amounts in a KSOP include 401(k) accounts?

    By Guest jdw, February 26, 2004
    • 1 reply
    • 2.1k views
    • 
    • BeckyMiller
    • March 12, 2004

46. Esop Termination and installment payments

    By Guest DeePA, March 6, 2004
    • 1 reply
    • 2.8k views
    • 
    • BeckyMiller
    • March 12, 2004

47. Prohibited Allocation?

    By stephen, March 10, 2004
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • March 12, 2004

48. ESOP's - Relius Users

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

49. SEC Prospectus/Communication requirements

    By Guest PAL100759, March 4, 2004
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • March 4, 2004

50. voting rights

    By Guest Taxman, March 4, 2004
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • March 4, 2004