Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Can one use excess Defined Benefit assets to seed an ESOP ?

   By Guest Sonia Kapoor, June 28, 2000
   • 6 replies
   • 1.6k views
   • 
   • RLL
   • July 5, 2000

2. Distributions - Employer Discretion

   By Guest cphs, April 2, 2004
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • April 2, 2004

3. Diversification shares reallocation

   By Guest GS1100, June 8, 2002
   • 1 reply
   • 1.6k views
   • 
   • RLL
   • June 8, 2002

4. New ESOP-need help

   By Guest Snapoleon, August 22, 2002
   • 1 reply
   • 1.6k views
   • 
   • BeckyMiller
   • August 23, 2002

5. ESOP Refinancing

   By Guest efrueh, June 27, 2002
   • 5 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • June 29, 2002

6. Foreign company stock

   By Guest friedbrain, March 22, 2001
   • 1 reply
   • 1.6k views
   • 
   • QDROphile
   • March 23, 2001

7. ESOP Valuation Litigation Settlement - Fiduciary and Securities law Claims - Attorneys' Fees

   By Guest djw, January 3, 2005
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • January 3, 2005

8. Transitioning to 100% ESOP Owned

   By Guest tm3333, May 10, 2011
   • 2 replies
   • 1.6k views
   • 
   • GMK
   • May 10, 2011

9. Esop Audit question

   By Tax Cowboy, August 27, 2019   

   • esop
   • 5 replies
   • 1.6k views
   • 
   • Tax Cowboy
   • August 28, 2019

10. distribution options from esop. 2questions.

    By Lori H, June 2, 2004
    • 3 replies
    • 1.6k views
    • 
    • BeckyMiller
    • June 10, 2004

11. looking for trustee for closely-held ESOP

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

12. 1042 and cash contribution

    By Guest tmills, September 11, 2014
    • 3 replies
    • 1.6k views
    • 
    • ESOP Guy
    • September 11, 2014

13. ESOP distributions and Canadian Taxes

    By ESOP Guy, February 21, 2013
    • 0 replies
    • 1.6k views
    • 
    • ESOP Guy
    • February 21, 2013

14. How an ESOP gets an asset other than ER Stock

    By jkharvey, May 6, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • May 6, 2008

15. Multiple S-Corp's new ESOP

    By Guest Bob Lees, February 27, 2001
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • February 27, 2001

16. Administrative Fee re 404(k) Dividend Election - Charge to Participant

    By Guest amboyd, March 7, 2002
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • March 8, 2002

17. Plan Terminations

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

18. ESOP valuation

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

19. What source to take the diversification election from in a MP ESOP?

    By Richard Anderson, October 21, 2000
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • October 29, 2000

20. Does 404(k) allow a deduction for passing through dividends attributab

    By stephen, August 10, 2000
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • August 13, 2000

21. Transfer of Company to ESOP

    By Guest svatty, November 27, 2000
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • November 29, 2000

22. I need help with the deduction limitations for ESOPS combined with a 4

    By Guest lawdawg, January 26, 2001
    • 3 replies
    • 1.6k views
    • 
    • RLL
    • January 29, 2001

23. Voting Rights

    By LIBERTYKID, January 25, 2002
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • January 25, 2002

24. ESOP note matures and employer wants a new loan?

    By Guest Bristol, December 11, 2000
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • December 11, 2000

25. Recirculation versus Redemption.

    By ERISA-Bubs, March 7, 2016
    • 3 replies
    • 1.6k views
    • 
    • ESOP Guy
    • June 22, 2016

26. Esop that sold all shares of stock

    By Guest Toni Jo, April 17, 2001
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • April 17, 2001

27. 409(p) regulations

    By LIBERTYKID, December 24, 2008
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • January 5, 2009

28. Allocation of cash dividends in an ESOP

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

29. Conversion of Common to Preferred Stock - Section 306 Stock - 1042 Transaction

    By Guest JVH, March 28, 2005
    • 1 reply
    • 1.6k views
    • 
    • Kirk Maldonado
    • March 28, 2005

30. Allocation of declared dividends

    By Guest gnappi, October 6, 2004
    • 1 reply
    • 1.6k views
    • 
    • stephen
    • October 6, 2004

31. Sec. 1042 and ESOP Stock allocations

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

32. I am being forced to make a decision

    By Guest Blowout, November 27, 1999
    • 2 replies
    • 1.6k views
    • 
    • RLL
    • November 29, 1999

33. Employer wants to buy shares from the ESOP

    By jkharvey, December 12, 2006
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • December 12, 2006

34. Minority discounts for ESOPs

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

35. not sure where I stand

    By Guest probronc1, December 4, 2010
    • 3 replies
    • 1.6k views
    • 
    • Peanut Butter Man
    • December 8, 2010

36. ESOP Diversification

    By Guest imthatguy, June 29, 2010
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 20, 2010

37. 411(d)(6) issue

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

38. general ESOP question

    By Guest Elizabeth Gaskins, May 16, 2002
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • May 18, 2002

39. trustee/lender same bank

    By Dawn Hafner, May 2, 2000
    • 2 replies
    • 1.6k views
    • 
    • RLL
    • May 8, 2000

40. ESOP ruled company was wrong by DOJ.. any recourse?

    By stevefrench, January 26, 2016   

    • ESOP
    • DOJ
    • (and 3 more)

      Tagged with:

      • ESOP
      • DOJ
      • stock ownership
      • employees
      • legal
    • 6 replies
    • 1.6k views
    • 
    • GBurns
    • January 27, 2016

41. Filing determination on ESOP doc. Cycle E

    By Guest sugar daddy, January 14, 2011
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • January 17, 2011

42. ESOP as majority owner

    By Guest CitationSquirrel, June 25, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 28, 2002

43. Forgotten S-corp ESOP

    By Guest Phil Schwartz, December 11, 2006
    • 1 reply
    • 1.6k views
    • 
    • namealreadyinuse
    • December 12, 2006

44. f a C-corp establishes an ESOP that purchases 51% of the outstanding C

    By EGB, November 2, 1999
    • 3 replies
    • 1.6k views
    • 
    • RLL
    • November 3, 1999

45. All ESOP stock being purchased by current shareholder

    By Guest deathbycashcall, September 6, 2011
    • 3 replies
    • 1.6k views
    • 
    • Peter Gulia
    • September 7, 2011

46. Payment of Encumbered Stock

    By nancy, March 1, 2000
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • March 1, 2000

47. Stock Not Transferred

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

48. Excess 415 Issue -- Correction

    By HCE, July 29, 2022
    • 5 replies
    • 1.6k views
    • 
    • ESOP Guy
    • July 29, 2022

49. Put to ESOP in addition to Employer

    By smm, November 2, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 3, 2000

50. ESOP conversion to PSP

    By BenefitsRUs21, December 17, 2020
    • 2 replies
    • 1.5k views
    • 
    • ESOP Guy
    • December 23, 2020