Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Leveraged ESOP

   By Guest Bosco108, November 16, 2011
   • 2 replies
   • 2k views
   • 
   • Guest
   • November 16, 2011

2. Leveraged ESOP

   By Guest Sharon G., June 27, 2002
   • 1 reply
   • 1.2k views
   • 
   • RLL
   • June 27, 2002

3. Leveraged ESOP

   By Tom Poje, January 16, 1999
   • 10 replies
   • 3.5k views
   • 
   • Guest
   • January 21, 1999

4. Leveraged ESOP

   By Guest pensionadmin406, October 23, 2008
   • 8 replies
   • 3k views
   • 
   • Guest
   • November 12, 2008

5. leveraged ESOP - foreign stock

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

6. leveraged ESOP - loan payments and deductibility

   By Tom Poje, July 19, 2005
   • 5 replies
   • 2.3k views
   • 
   • BeckyMiller
   • July 28, 2005

7. Leveraged ESOP - not allocating shares in a given year?

   By Belgarath, October 9, 2014
   • 7 replies
   • 2.3k views
   • 
   • Belgarath
   • October 13, 2014

8. Leveraged ESOP - s-corp - mandatory to exclude disqualified persons?

   By Belgarath, November 6, 2014
   • 1 reply
   • 1.4k views
   • 
   • Belgarath
   • November 7, 2014

9. Leveraged ESOP 2nd Loan

   By Guest JBeck, May 17, 2001
   • 5 replies
   • 2.2k views
   • 
   • RLL
   • May 22, 2001

10. leveraged esop and 2002

    By Tom Poje, July 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • July 12, 2001

11. Leveraged ESOP and failure to make loan payment

    By Tax Cowboy, June 27, 2019
    • 1 reply
    • 1.1k views
    • 
    • A Shot in the Dark
    • June 27, 2019

12. leveraged ESOP and filling out schedule I

    By Guest, October 9, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 13, 2000

13. Leveraged ESOP and S Corp for acquisitions

    By Guest bdg, October 12, 2004
    • 1 reply
    • 1.7k views
    • 
    • stephen
    • October 13, 2004

14. Leveraged ESOP Buyout?

    By Christine Roberts, October 22, 2001
    • 8 replies
    • 3.1k views
    • 
    • RLL
    • October 25, 2001

15. Leveraged ESOP Employer Contribution Limited

    By Guest JBeck, September 7, 2005
    • 3 replies
    • 1.9k views
    • 
    • RLL
    • September 8, 2005

16. Leveraged ESOP establishes loan on last day of plan year

    By Guest pensionadmin, August 26, 2002
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • August 29, 2002

17. Leveraged ESOP In Bankruptcy Question

    By ERISA25, January 25, 2011
    • 0 replies
    • 1.1k views
    • 
    • ERISA25
    • January 25, 2011

18. leveraged ESOP termination, loan "forgiven"

    By t.haley, October 21, 2009
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • November 20, 2009

19. Leveraged ESOP with a mirror loan--Does the interest rate paid by the

    By Guest bobkovell, February 24, 2001
    • 5 replies
    • 5.5k views
    • 
    • BeckyMiller
    • February 26, 2001

20. Leveraged S-corp ESOP and 415

    By Brenda Wren, October 4, 2005
    • 7 replies
    • 4k views
    • 
    • stephen
    • October 6, 2005

21. Leveraging an ESOP

    By Guest ESOPADMIN, May 20, 2014
    • 5 replies
    • 1.5k views
    • 
    • ESOP Guy
    • May 21, 2014

22. life insurance covering trustee to protect ESOP.

    By Lori H, October 3, 2005
    • 5 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • October 7, 2005

23. Line of credit

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

24. List of Stock Thrift Banks with ESOPs?

    By Guest Renee Ward, June 29, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • June 29, 1999

25. Litigation Settlement Roll Over

    By Guest djw, December 27, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 27, 2004

26. LLP and 1042

    By Darren G, September 29, 2020
    • 3 replies
    • 1.3k views
    • 
    • MBESQ
    • April 12, 2021

27. Loan from S Corp to ESOP, misc. issues

    By Guest tracys, July 8, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 8, 2004

28. loan not from disqualified person

    By LIBERTYKID, December 11, 2008
    • 2 replies
    • 1.5k views
    • 
    • BeckyMiller
    • January 5, 2009

29. Loan payment limitations

    By Guest tmills, April 25, 2006
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • April 26, 2006

30. Loan Payment with allocated cash?

    By Guest MaineERISA, April 12, 2013   

    • loan repayment
    • allocated contributions
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • April 12, 2013

31. loan payments and stock allocations after year end in a new ESOP

    By Guest tmills, May 27, 2005
    • 2 replies
    • 2.8k views
    • 
    • BeckyMiller
    • June 1, 2005

32. Loan Payments Exceed Deductibility Limit

    By Guest SRH, March 14, 2013   

    • ESOP
    • 7 replies
    • 2.7k views
    • 
    • ESOP Guy
    • March 22, 2013

33. loan to unrelated 3rd party

    By eilano, June 26, 2002
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • June 27, 2002

34. Long term disability and ESOP distribution

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

35. Looking for a Model KSOP document

    By Guest EMC, March 28, 2000
    • 5 replies
    • 2.2k views
    • 
    • RLL
    • April 12, 2000

36. Looking for a stock valuation company

    By Guest janhubber, March 16, 2006
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • March 16, 2006

37. looking for trustee for closely-held ESOP

    By EGB, March 6, 2000
    • 7 replies
    • 1.6k views
    • 
    • RLL
    • May 8, 2000

38. Lost ESOP

    By Guest jfreeborn, September 3, 2010
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 3, 2010

39. Lost out on year of service due to Maternity and FMLA leave

    By Vested1000nork, October 24, 2023
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • October 25, 2023

40. Lump Sum Threshold

    By HCE, September 25, 2024
    • 0 replies
    • 648 views
    • 
    • HCE
    • September 25, 2024

41. M&A transaction -- Buyer's ESOP

    By Guest Mr. Joseph, November 27, 2006
    • 2 replies
    • 2k views
    • 
    • BeckyMiller
    • January 10, 2007

42. Mandated ESOP distribution

    By Guest D Evan, January 21, 2002
    • 5 replies
    • 1.9k views
    • 
    • stephen
    • January 21, 2002

43. May Qualified Election Period be extended?

    By Trekker, March 21, 2008
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • March 21, 2008

44. May the second put period valuation be waived?

    By Guest HIPAAdrome, April 10, 2000
    • 3 replies
    • 1.6k views
    • 
    • RLL
    • April 11, 2000

45. Meaning of "substantially all" for restricting distributions of stock

    By lalaland, April 8, 2014
    • 3 replies
    • 2.7k views
    • 
    • lalaland
    • April 9, 2014

46. Merged ESOP and 401(k) Plan

    By Guest 91smithie, November 8, 2001
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • November 8, 2001

47. Merger of ESOP into terminated 401(k) Plan

    By Guest sheTexasHammer, April 13, 2011
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • April 15, 2011

48. Merging a 401(k) Plan and an ESOP

    By Guest smithee, March 13, 2001
    • 8 replies
    • 4.6k views
    • 
    • RLL
    • April 24, 2002

49. Merging a current ESOP into existing 401k plan for c corp

    By TPG, August 25, 2020
    • 6 replies
    • 2.3k views
    • 
    • Doc Ument
    • August 27, 2020

50. Merging ESOP with Profit Sharing Plan

    By Guest Ralph, September 6, 2001
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • September 7, 2001