Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. 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

2. Employer stock in 401(k) Plan

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

3. ISO, then divorce, then 1042?

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

4. S corp conversion

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

5. New Bill - S Corp ESOPs

   By Dawn Hafner, May 30, 2001
   • 6 replies
   • 2.3k views
   • 
   • waid10
   • January 9, 2004

6. Bank ESOPS

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

7. Retirement Distribution

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

8. 411(d)(6) issue

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

9. Overlapping put option period

   By Guest gaham, September 25, 2002
   • 7 replies
   • 2.1k views
   • 
   • RLL
   • December 19, 2003

10. Term note to pay benefits

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

11. 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
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    • Jilliandiz
    • December 12, 2003

12. Do ESOP participants have pass-through voting rights if the sponsor switches from C to S corp?

    By Guest Benefits Brewster, November 5, 2003
    • 7 replies
    • 5.4k views
    • 
    • Guest
    • November 16, 2003

13. Public company trying to become privately held

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

14. forfeitures for plan corrections

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

15. MRD from ESP/PS plan hybrid

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

16. non-cash contribution or amended returns?

    By Lori H, November 10, 2003
    • 0 replies
    • 1.1k views
    • 
    • Lori H
    • November 10, 2003

17. Dividend Deductions and ADP/ACP Testing

    By Guest sandersiii, November 4, 2003
    • 5 replies
    • 1.8k views
    • 
    • QDROphile
    • November 5, 2003

18. 409(p)(4)(D) Attribution in S Corp. ESOP

    By Guest TAG, October 17, 2003
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • October 31, 2003

19. Allocation of cash dividends in an ESOP

    By Guest pgkramm, October 25, 2003
    • 2 replies
    • 1.6k views
    • 
    • BeckyMiller
    • October 31, 2003

20. Can a sponsor of an ESOP hold contributions as cash?

    By Guest jhilliard, October 27, 2003
    • 1 reply
    • 1.4k views
    • 
    • TCWalker
    • October 27, 2003

21. First year of ESOP, stock issued but no eligible employees. ?

    By Guest FutureOne, October 14, 2003
    • 3 replies
    • 1.4k views
    • 
    • RLL
    • October 14, 2003

22. 1042 Elections and 25% owners

    By Guest Scrappy, October 10, 2003
    • 4 replies
    • 1.7k views
    • 
    • RLL
    • October 10, 2003

23. Custodian of stock certificates

    By Guest ladycpa, October 8, 2003
    • 2 replies
    • 2.6k views
    • 
    • QDROphile
    • October 8, 2003

24. Udate; Who pays for ESOP termination process?

    By Guest CJS, October 6, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 6, 2003

25. Dividend distributions from stock bonus/money purchase pension plan

    By Guest lizano, October 3, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 3, 2003

26. Who pays for ESOP termination process?

    By Guest CJS, September 29, 2003
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • October 2, 2003

27. How is participant taxed when shares sold to employer per mandatory "put" option?

    By Gruegen, September 26, 2003
    • 7 replies
    • 3.6k views
    • 
    • BeckyMiller
    • October 1, 2003

28. Is an ESOP loan with a term of 30, 60 or even 90 years reasonable?

    By Guest SCUDDESLER, September 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 30, 2003

29. ESOP Cash...how long can it sit?

    By Guest tlemaster, September 23, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 23, 2003

30. First Year for an ESOP Plan

    By Jilliandiz, September 17, 2003
    • 1 reply
    • 2.4k views
    • 
    • BeckyMiller
    • September 19, 2003

31. Minimum Distribution

    By Guest amboyd, September 17, 2003
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • September 17, 2003

32. Black-out Sarbanes Oxley Act

    By Guest ArrowMatt, August 11, 2003
    • 5 replies
    • 2k views
    • 
    • Guest
    • September 10, 2003

33. FAS 150

    By Guest mcook, June 18, 2003
    • 3 replies
    • 1.8k views
    • 
    • BeckyMiller
    • September 8, 2003

34. Anybody know of anything precedential re meaning of 10 years of partic

    By Dave Baker, January 8, 1999
    • 15 replies
    • 4k views
    • 
    • RLL
    • August 26, 2003

35. ESOP may default on promissory note

    By Guest BJW, February 28, 2002
    • 9 replies
    • 4.7k views
    • 
    • RLL
    • August 7, 2003

36. My Fiduciary Will Not Listen

    By Guest CJS, August 1, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 6, 2003

37. Forfeitures and 415

    By Guest Jerry, July 15, 2003
    • 1 reply
    • 1.1k views
    • 
    • RLL
    • July 15, 2003

38. Ammending the Plan Summary

    By Guest RCR, June 29, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 29, 2003

39. ISO Grant/Exercise Period

    By Guest enelson, June 23, 2003
    • 0 replies
    • 949 views
    • 
    • Guest
    • June 23, 2003

40. ESOP Distributions

    By Guest jmlumpkin, June 20, 2003
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • June 20, 2003

41. Control Premiums

    By Guest CitationSquirrel, June 12, 2003
    • 7 replies
    • 3.2k views
    • 
    • RLL
    • June 17, 2003

42. Controlled Group

    By Guest Fourohonekay, June 12, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 12, 2003

43. Cost basis again

    By Guest pjb, June 10, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 10, 2003

44. Share Release and Matching Contribution

    By Disco Stu, June 2, 2003
    • 5 replies
    • 3k views
    • 
    • RLL
    • June 8, 2003

45. Put Option

    By nancy, June 6, 2003
    • 1 reply
    • 2.2k views
    • 
    • RLL
    • June 6, 2003

46. Direct rollover of proceeds of ESOP distribution

    By Guest janie, June 2, 2003
    • 1 reply
    • 2.9k views
    • 
    • QDROphile
    • June 2, 2003

47. ESOP Distribution

    By Guest Capeair, May 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • BeckyMiller
    • June 2, 2003

48. ESOP Combo Distribution

    By Guest ArrowMatt, May 30, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 30, 2003

49. Cost Basis

    By Guest pjb, May 29, 2003
    • 1 reply
    • 2.5k views
    • 
    • RLL
    • May 29, 2003

50. ESOP floor price

    By Guest lolalin, May 23, 2003
    • 6 replies
    • 3.9k views
    • 
    • RLL
    • May 24, 2003