Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. 1042 transactions and shares allocation

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

2. ESOP Summary

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

3. 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

4. ESOP valuation

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

5. Abusive S-corp ESOP?

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

6. Esop participant becomes company owner

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

7. 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

8. S corp

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

9. ESOP: Segregation of accounts

   By Guest John Nelson, March 17, 2003
   • 4 replies
   • 5.6k views
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   • Kirk Maldonado
   • April 18, 2003

10. 20 Year Loan at 0% interest?

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

11. Non-Allocation Period in event of Death

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

12. ESOP Loan Prepayment

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

13. Revenue Procedure 2002-38

    By stephen, September 11, 2002
    • 2 replies
    • 2.1k views
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    • stephen
    • April 10, 2003

14. Prohibited Allocations

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

15. ESOP Dividend Distribution

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

16. In-service Distributions

    By Guest amboyd, March 27, 2003
    • 3 replies
    • 2.4k views
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    • RLL
    • March 28, 2003

17. Stock Dividend in KSOP

    By nancy, March 18, 2003
    • 1 reply
    • 2.2k views
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    • QDROphile
    • March 18, 2003

18. Diversification and Qualified Election Period when ESOP started new co

    By Guest crosseyedtester, March 1, 2003
    • 2 replies
    • 1.2k views
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    • Guest
    • March 18, 2003

19. ESOP software

    By Guest Karens, March 7, 2003
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 18, 2003

20. ESOP Diversification/Valuation

    By Guest ladler, March 3, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 4, 2003

21. Coordination of Closing and Valuation

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

22. Employer Securities Defined

    By Guest GBMcGrath, February 18, 2003
    • 4 replies
    • 1.5k views
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    • jpod
    • February 18, 2003

23. "Designed to invest primarily"

    By Guest gaham, February 7, 2003
    • 3 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • February 8, 2003

24. Delays in GUST determination letters on combined money purchase stock

    By KJohnson, February 5, 2003
    • 1 reply
    • 1.3k views
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    • QDROphile
    • February 6, 2003

25. Minority discounts for ESOPs

    By Guest newbe, February 3, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 3, 2003

26. ESOP seminars for attorneys?

    By Guest mab, January 31, 2003
    • 2 replies
    • 1.2k views
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    • RLL
    • January 31, 2003

27. Rabbi Trust and 1042

    By Guest attypa, January 24, 2003
    • 3 replies
    • 1.3k views
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    • Kirk Maldonado
    • January 27, 2003

28. 411(d)(6)

    By Guest ptpnthr, January 20, 2003
    • 1 reply
    • 1.1k views
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    • RLL
    • January 22, 2003

29. Shares valued on a minority or control basis

    By Guest John Nelson, January 15, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 16, 2003

30. Taxation of Net Unrealized Appreciation

    By Guest ptpnthr, January 16, 2003
    • 1 reply
    • 1.5k views
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    • RLL
    • January 16, 2003

31. appropriate to use same valuation firm for minority ESOP shareholders

    By EGB, January 2, 2003
    • 5 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • January 6, 2003

32. Dividend deduction

    By Guest ladycpa, December 31, 2002
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • January 3, 2003

33. Employees in two different ESOPs that are members of a controlled grou

    By Guest SRH, December 31, 2002
    • 1 reply
    • 999 views
    • 
    • RLL
    • December 31, 2002

34. ESOPs -- pass through merger consideration election

    By Guest walker, December 17, 2002
    • 1 reply
    • 992 views
    • 
    • RLL
    • December 18, 2002

35. ESOP Distribution and Taxes

    By Guest Marcus Burns, December 10, 2002
    • 2 replies
    • 2.4k views
    • 
    • QDROphile
    • December 13, 2002

36. small ESOPS and fidelity bond coverage

    By Guest Dolores Lawrence, October 23, 2002
    • 1 reply
    • 1.7k views
    • 
    • BeckyMiller
    • December 13, 2002

37. ESOP's and 125 plans

    By Guest bosco, November 26, 2002
    • 1 reply
    • 1.9k views
    • 
    • BeckyMiller
    • December 13, 2002

38. stock acquisition

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

39. Diversify, Yes or No! It's got me crazy!!!!!!!

    By Guest Troubles, December 6, 2002
    • 3 replies
    • 1.5k views
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    • QDROphile
    • December 6, 2002

40. Distribution from ESOP

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

41. ESOPs & Diversification

    By Guest crs, December 3, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • December 3, 2002

42. Es0-

    By Guest fwreece, November 21, 2002
    • 0 replies
    • 1.1k views
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    • Guest
    • November 21, 2002

43. ESOP Diversification Method Change

    By Guest bbabcock, November 18, 2002
    • 0 replies
    • 1.1k views
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    • Guest
    • November 18, 2002

44. 401(k) plan - amended to take 404(k) dividend deduction.

    By Guest jvanheyde, November 15, 2002
    • 2 replies
    • 2.1k views
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    • david rigby
    • November 16, 2002

45. Line of credit

    By nancy, November 15, 2002
    • 1 reply
    • 1.1k views
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    • RLL
    • November 15, 2002

46. ESOP/PT Qt.

    By Guest mab, November 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 8, 2002

47. Lender as disqualified person

    By Guest kredlin, November 1, 2002
    • 2 replies
    • 1.2k views
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    • Kirk Maldonado
    • November 1, 2002

48. Participants Right to Demand Stock

    By Guest T-BONE, October 31, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 31, 2002

49. Repurchase ESOP stock into Treasury

    By Guest jeffline, October 29, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 29, 2002

50. ESOP's and Sub S Distribution windfalls

    By Guest Alan Stonewall, October 21, 2002
    • 5 replies
    • 3.5k views
    • 
    • RLL
    • October 22, 2002