Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Employee rights and the trustee's fiduciary responsability

   By Guest Heidi Roche, July 13, 1999
   • 2 replies
   • 1.9k views
   • 
   • RLL
   • July 14, 1999

2. KSOPs - "primarily invested" rule

   By Guest Gail S, July 11, 2001
   • 2 replies
   • 2.8k views
   • 
   • IRC401
   • July 13, 2001

3. ESOP's: Distributions from ESOP's

   By Guest Ray Rinfret, March 1, 2002
   • 2 replies
   • 3.1k views
   • 
   • Guest
   • March 1, 2002

4. ESOP Stock Evaluations vs Other Shareholder Market Value

   By PanamaJack, May 24, 2024
   • 2 replies
   • 1.4k views
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   • MBESQ
   • May 25, 2024

5. ESOP leveraging options

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

6. ESOP distribution and Social Security Earnings Record

   By Guest susangrant, March 4, 2011
   • 2 replies
   • 7.8k views
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   • Guest
   • March 11, 2011

7. Notification Required under ESOP Diversification Rules

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

8. Buyback of Stock from Frozen ESOP

   By Christine Roberts, June 21, 2002
   • 2 replies
   • 2.4k views
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   • Christine Roberts
   • June 24, 2002

9. 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

10. Principal only formula for releasing shares from a suspense account

    By Guest Deborah Grace, August 4, 1999
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • August 5, 1999

11. S Corporation ESOP Loan

    By Scott, May 2, 2001
    • 2 replies
    • 1.9k views
    • 
    • IRC401
    • May 5, 2001

12. Back up withholding on pass through dividends

    By Guest P A Weick, February 28, 2001
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • November 28, 2006

13. What responsibility doest he business have to ESOP members?

    By Guest stockholder, February 19, 2002
    • 2 replies
    • 1.3k views
    • 
    • RLL
    • February 19, 2002

14. Long term disability and ESOP distribution

    By Guest barebtm1, April 11, 2001
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • April 12, 2001

15. Stock Not Transferred

    By Guest Marjorie Rogers, September 3, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 3, 1999

16. Public company trying to become privately held

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

17. Coordination of Closing and Valuation

    By Guest Babs, February 26, 2003
    • 1 reply
    • 1.1k views
    • 
    • RLL
    • February 26, 2003

18. ESOP Distrubutions

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

19. ESOPs owning law firms

    By RLL, September 17, 1999
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • September 17, 1999

20. Individual Benefit Statements

    By Guest Blowout, September 18, 1999
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • September 18, 1999

21. employee Salary after sale to ESOP

    By Guest myarbrough, July 6, 2000
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • July 7, 2000

22. DOL ruling re lender and ESOP trustee?

    By Guest TaxedToDeath, December 12, 2013
    • 1 reply
    • 1.4k views
    • 
    • Peter Gulia
    • December 13, 2013

23. Sec. 1042 and ESOP Stock allocations

    By Guest DDB, January 2, 2001
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • January 2, 2001

24. Establishing an ESOP

    By Guest SCUDDESLER, September 17, 2002
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • September 17, 2002

25. Canadian subsidiary

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

26. Allocation of Leveraged ESOP Stock

    By Tax Cowboy, December 6, 2018   

    • esop
    • stock allocation
    • (and 1 more)

      Tagged with:

      • esop
      • stock allocation
      • employee benefit
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • December 6, 2018

27. esops and income tax

    By Guest Angie Horn, September 25, 1999
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • September 28, 1999

28. ESOP vs. stock options?

    By Guest Lisssi, April 12, 2001
    • 1 reply
    • 2.4k views
    • 
    • BeckyMiller
    • April 12, 2001

29. Purchase of Stock from disqualified person

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

30. Schedule E- Loan Under Code Section 133

    By Lori Foresz, April 15, 2009
    • 1 reply
    • 1.5k views
    • 
    • A Shot in the Dark
    • April 15, 2009

31. 409(p) - first year and subsequent year issues

    By Belgarath, May 15, 2014
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • May 27, 2014

32. ESOP documents -- required provisions?

    By Guest AEAllen, February 5, 2013
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • February 5, 2013

33. 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

34. ESOP Vesting After Returning

    By Bluewing97, April 2, 2020
    • 1 reply
    • 982 views
    • 
    • ESOP Guy
    • April 2, 2020

35. UAL Corporation Employee Stock Ownership Plan

    By Guest Edward McElroy, February 4, 2002
    • 1 reply
    • 2.2k views
    • 
    • QDROphile
    • February 4, 2002

36. ESOPs and 404(c)

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

37. Distribution from ESOP

    By MarZDoates, December 3, 2002
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • December 3, 2002

38. Direct rollover of proceeds of ESOP distribution

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

39. 1042 replacement stock

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

40. ESOP conversions

    By EGB, October 21, 1999
    • 1 reply
    • 3k views
    • 
    • RLL
    • October 21, 1999

41. ESOPs or not?

    By Guest atg, February 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • February 10, 2001

42. ESOP Cost basis after S Election

    By Guest erisaauditor, August 11, 2009
    • 1 reply
    • 1.9k views
    • 
    • GMK
    • August 11, 2009

43. I was not given an Individual Benefit Statement.

    By Guest Blowout, October 21, 1999
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • October 21, 1999

44. ESOP Software

    By Guest EMozley, March 1, 2001
    • 1 reply
    • 2k views
    • 
    • RLL
    • March 1, 2001

45. stock acquisition

    By Guest mab, December 3, 2002
    • 1 reply
    • 1.2k views
    • 
    • BeckyMiller
    • December 13, 2002

46. Non leverage ESOP contributions

    By Guest natasa, November 6, 2007
    • 1 reply
    • 1.7k views
    • 
    • BeckyMiller
    • December 12, 2007

47. Plan Terminations

    By Guest T Cahoon, November 12, 1999
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • November 12, 1999

48. principal only share release

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

49. Change from lump sum to installment

    By Guest hanakuin, June 28, 2011
    • 1 reply
    • 1.9k views
    • 
    • ESOP Guy
    • June 28, 2011

50. Highly Compensated Employee

    By Guest Off_the_record, November 12, 1999
    • 1 reply
    • 1.9k views
    • 
    • RLL
    • November 12, 1999