Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. non-cash contribution or amended returns?

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

2. 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
   • 5.5k views
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   • Guest
   • November 16, 2003

3. Dividend Deductions and ADP/ACP Testing

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

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

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

5. Allocation of cash dividends in an ESOP

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

6. 409(p)(4)(D) Attribution in S Corp. ESOP

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

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

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

8. 1042 Elections and 25% owners

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

9. Custodian of stock certificates

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

10. Udate; Who pays for ESOP termination process?

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

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

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

12. 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

13. Who pays for ESOP termination process?

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

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

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

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

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

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

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

17. First Year for an ESOP Plan

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

18. Minimum Distribution

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

19. Black-out Sarbanes Oxley Act

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

20. My Fiduciary Will Not Listen

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

21. ERSOPS

    By Guest mikeymo, July 29, 2003
    • 43 replies
    • 16.2k views
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    • jpod
    • December 1, 2011

22. Forfeitures and 415

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

23. Ammending the Plan Summary

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

24. ISO Grant/Exercise Period

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

25. ESOP Distributions

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

26. FAS 150

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

27. Controlled Group

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

28. Control Premiums

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

29. Cost basis again

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

30. Put Option

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

31. Share Release and Matching Contribution

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

32. Direct rollover of proceeds of ESOP distribution

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

33. ESOP Combo Distribution

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

34. Cost Basis

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

35. ESOP floor price

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

36. ESOP Distribution

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

37. ESOP Summary

    By Guest Jose Rosario, May 20, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 21, 2003

38. Esop participant becomes company owner

    By Guest DeePA, May 18, 2003
    • 1 reply
    • 996 views
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    • RLL
    • May 21, 2003

39. Abusive S-corp ESOP?

    By Brenda Wren, May 16, 2003
    • 2 replies
    • 1.3k views
    • 
    • RLL
    • May 21, 2003

40. ESOP valuation

    By Guest Diane DuFresne, May 12, 2003
    • 3 replies
    • 1.6k views
    • 
    • RLL
    • May 21, 2003

41. Converting ESOP to Profit-Sharing Plan

    By Guest CMC, May 12, 2003
    • 2 replies
    • 2.3k views
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    • RLL
    • May 21, 2003

42. ESOPs and safe-harbor 401(k)s

    By Guest mlbeacon, April 24, 2003
    • 0 replies
    • 1.1k views
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    • Guest
    • April 24, 2003

43. 1042 transactions and shares allocation

    By Guest DeePA, April 22, 2003
    • 6 replies
    • 3.4k views
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    • RLL
    • May 23, 2003

44. Non-Allocation Period in event of Death

    By Guest DeePA, April 16, 2003
    • 1 reply
    • 1.2k views
    • 
    • RLL
    • April 16, 2003

45. ESOP Loan Prepayment

    By Guest blaum8, April 14, 2003
    • 2 replies
    • 3.2k views
    • 
    • RLL
    • April 15, 2003

46. 20 Year Loan at 0% interest?

    By stephen, April 10, 2003
    • 7 replies
    • 2.2k views
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    • RLL
    • April 17, 2003

47. Prohibited Allocations

    By Guest RBJ, April 3, 2003
    • 0 replies
    • 873 views
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    • Guest
    • April 3, 2003

48. S corp

    By Guest gmann, April 3, 2003
    • 3 replies
    • 1.2k views
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    • Guest
    • April 21, 2003

49. ESOP Dividend Distribution

    By Guest kappel98, April 2, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 2, 2003

50. Esop

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