Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. 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

2. Conversion of Stock Bonus to ESOP

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

3. ESOP leveraging options

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

4. Company bought out... ESOP payout questions

   By Guest Spindle, June 17, 2004
   • 1 reply
   • 2k views
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   • mbozek
   • June 17, 2004

5. Distribution to Retiree in Leveraged ESOP

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

6. 423(b) beneficiaries

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

7. Advantage of ESOP over straight stock comp

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

8. distribution options from esop. 2questions.

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

9. 409(p) and 4979A - a question

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

10. 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

11. 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
    • 2.1k views
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    • BeckyMiller
    • May 27, 2004

12. Form of Distribution Dependent on Account Balance

    By Guest cphs, May 13, 2004
    • 4 replies
    • 1.4k views
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    • RTK
    • May 24, 2004

13. ESOPs and Bankruptcy

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

14. My company is planning an ESOP

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

15. installment distributions

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

16. Stock Bonus ---> ESOP

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

17. Deduction ESOP contributions

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

18. leveraged ESOP - foreign stock

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

19. Basic ESOP Allocation Questoin

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

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

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

21. 1042 & ESOP termination

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

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

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

23. Distributions - Employer Discretion

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

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

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

25. Dollar Amount Increased, What About Payout Period?

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

26. Distributions and 409(o)

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

27. ESOP with no ER stock?

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

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

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

29. Prohibited Allocation?

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

30. Esop Termination and installment payments

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

31. SEC Prospectus/Communication requirements

    By Guest PAL100759, March 4, 2004
    • 0 replies
    • 2.2k views
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    • Guest
    • March 4, 2004

32. voting rights

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

33. Replacement Propert - Bond called

    By Guest csk, March 2, 2004
    • 1 reply
    • 937 views
    • 
    • RLL
    • March 2, 2004

34. 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

35. 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

36. ESOP's - Relius Users

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

37. Employer stock in 401(k) Plan

    By Guest JBeck, February 10, 2004
    • 2 replies
    • 1.4k views
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    • Kirk Maldonado
    • February 10, 2004

38. KEYSOP distribution. Can future funds be rolled into another qualfied plan?

    By Guest BigB, February 8, 2004
    • 1 reply
    • 1.5k views
    • 
    • IRC401
    • February 23, 2004

39. ISO, then divorce, then 1042?

    By KJohnson, February 5, 2004
    • 0 replies
    • 4.1k views
    • 
    • KJohnson
    • February 5, 2004

40. S corp conversion

    By waid10, February 2, 2004
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • February 2, 2004

41. ESOP - plan conversion

    By waid10, February 2, 2004
    • 1 reply
    • 1.5k views
    • 
    • BenefitsRUs21
    • December 17, 2020

42. Bank ESOPS

    By Guest mcw, January 8, 2004
    • 1 reply
    • 1.5k views
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    • RLL
    • January 8, 2004

43. Retirement Distribution

    By Guest dokc, December 29, 2003
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • December 30, 2003

44. 411(d)(6) issue

    By KJohnson, December 12, 2003
    • 3 replies
    • 1.6k views
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    • RLL
    • December 19, 2003

45. Can you make a missed contribution for a plan year if the 5500 was already filed?

    By Jilliandiz, December 10, 2003
    • 8 replies
    • 1.4k views
    • 
    • Jilliandiz
    • December 12, 2003

46. valuation of closely held stock in ESOP

    By k man, November 25, 2003
    • 15 replies
    • 4.9k views
    • 
    • RLL
    • May 29, 2004

47. Term note to pay benefits

    By Guest SPOT, November 19, 2003
    • 4 replies
    • 2.5k views
    • 
    • RLL
    • December 19, 2003

48. Public company trying to become privately held

    By Guest Degrandville, November 14, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 16, 2003

49. forfeitures for plan corrections

    By Guest justbe, November 13, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 13, 2003

50. MRD from ESP/PS plan hybrid

    By Guest Jose Rosario, November 12, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 12, 2003