Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. ESOP purchases

   By Guest susa, October 10, 2002
   • 3 replies
   • 1.4k views
   • 
   • Kirk Maldonado
   • October 21, 2002

2. ESOP contributions on W2

   By Guest aferris, October 9, 2002
   • 1 reply
   • 2.7k views
   • 
   • BeckyMiller
   • October 18, 2002

3. Esop

   By Guest Bdocbrock, September 23, 2002
   • 3 replies
   • 1.8k views
   • 
   • Kirk Maldonado
   • October 8, 2002

4. Esops and S-Corps

   By bzorc, October 2, 2002
   • 1 reply
   • 1.4k views
   • 
   • Kirk Maldonado
   • October 6, 2002

5. Diversification Requirements under a QDRO

   By Guest RMM, October 1, 2002
   • 2 replies
   • 2.1k views
   • 
   • QDROphile
   • October 1, 2002

6. Early Distribution Due To Long-Term Disability

   By Guest kappel98, September 22, 2002
   • 2 replies
   • 2.5k views
   • 
   • Guest
   • September 29, 2002

7. Establishing an ESOP

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

8. "S" Corp KSOP

   By Ron Snyder, September 14, 2002
   • 1 reply
   • 2k views
   • 
   • RLL
   • September 14, 2002

9. Employer / Trustee roles

   By Guest brian_j, September 3, 2002
   • 7 replies
   • 2k views
   • 
   • Kirk Maldonado
   • September 4, 2002

10. Tax implications on a Stock Option Exercise

    By Guest ArrowMatt, September 3, 2002
    • 1 reply
    • 1.3k views
    • 
    • Kirk Maldonado
    • September 4, 2002

11. 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

12. esop and wage garnishment

    By Guest tonys, August 28, 2002
    • 2 replies
    • 3.3k views
    • 
    • RLL
    • August 28, 2002

13. New ESOP-need help

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

14. prior valuation date

    By LIBERTYKID, August 22, 2002
    • 3 replies
    • 1.5k views
    • 
    • RLL
    • August 22, 2002

15. ESOP Loan - Line of Credit?

    By Dawn Hafner, August 7, 2002
    • 8 replies
    • 3k views
    • 
    • Guest
    • August 8, 2002

16. Relius ESOP Users

    By Dawn Hafner, July 30, 2002
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • August 7, 2002

17. ESOP Plan

    By Guest Monica K, July 31, 2002
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • August 1, 2002

18. Definition of Stock Bonus Plan

    By Dawn Hafner, July 25, 2002
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • July 25, 2002

19. S-Corp & ESOP's

    By Guest Robert Lees, November 12, 1998
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • July 25, 2002

20. 401(k)/Profit Sharing funds "transferred" to ESOP

    By Belgarath, July 23, 2002
    • 3 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • July 23, 2002

21. IRC 409(o)(1)(B) restriction

    By J2D2, July 19, 2002
    • 2 replies
    • 1.8k views
    • 
    • J2D2
    • July 22, 2002

22. Plan rules

    By Guest Ron Gilmore, July 20, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 20, 2002

23. ESOP Stock

    By Guest Karen Givens, July 19, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 19, 2002

24. Company Selling Stock

    By Guest Aidin, July 17, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 17, 2002

25. Terminating an ESOP (small amounts)

    By Guest Maxwell, July 1, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 1, 2002

26. ESOP Refinancing

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

27. ESOP as majority owner

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

28. What to do when employee entitled to distribution and diversification

    By Guest tldresch, June 25, 2002
    • 3 replies
    • 1.7k views
    • 
    • RLL
    • June 27, 2002

29. loan to unrelated 3rd party

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

30. Leveraged ESOP

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

31. Implementation of ESPP in IPO Context

    By Guest Art72, June 24, 2002
    • 3 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • June 25, 2002

32. Buyback of Stock from Frozen ESOP

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

33. ESOPs, Restricted Stock & Stock Option

    By Guest ubpMR, June 20, 2002
    • 2 replies
    • 1.4k views
    • 
    • pjkoehler
    • June 21, 2002

34. Interest on loan for leverated ESOP exceeds note P&I amount

    By Guest GS1100, June 20, 2002
    • 1 reply
    • 1.3k views
    • 
    • RLL
    • June 20, 2002

35. Use of exempt loan proceeds

    By Guest Cribbet, June 19, 2002
    • 1 reply
    • 2k views
    • 
    • RLL
    • June 19, 2002

36. public charity & S-Corp Stock

    By eilano, June 10, 2002
    • 1 reply
    • 1.7k views
    • 
    • IRC401
    • June 13, 2002

37. ESOP tax deduction for leveraged plan

    By Guest DAVID STOVALL, June 8, 2002
    • 1 reply
    • 2.1k views
    • 
    • RLL
    • June 8, 2002

38. Diversification shares reallocation

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

39. Tax Deductions for Leveraged ESOPs

    By Guest tfurlong, June 7, 2002
    • 1 reply
    • 2.1k views
    • 
    • RLL
    • June 7, 2002

40. ESOP Distribution Options

    By Guest CRC02, June 5, 2002
    • 3 replies
    • 2k views
    • 
    • RLL
    • June 5, 2002

41. Section 423 ESPP and ERISA

    By Guest awg, June 4, 2002
    • 1 reply
    • 3.8k views
    • 
    • Kirk Maldonado
    • June 4, 2002

42. Put Option - In Connection with a Terminated ESOP

    By Guest amboyd, May 31, 2002
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • June 1, 2002

43. ESOPs - stock value and insurance

    By eilano, May 29, 2002
    • 1 reply
    • 1.3k views
    • 
    • RLL
    • May 29, 2002

44. general ESOP question

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

45. Use of last appraisal

    By Dawn Hafner, May 10, 2002
    • 5 replies
    • 2k views
    • 
    • QDROphile
    • May 14, 2002

46. Amend From ESOP to 401(k)

    By Guest CitationSquirrel, March 6, 2002
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • May 13, 2002

47. ESOP and Average Benefits Test

    By AndyH, May 8, 2002
    • 6 replies
    • 2.9k views
    • 
    • IRC401
    • May 13, 2002

48. Can sharholder receive allocation in separate Profit Sharing Plan

    By Guest Bob Lees, May 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • May 10, 2002

49. Schedule E and securities acquisition loan question

    By Guest DBolling, May 7, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 7, 2002

50. Definitely Determinable Benefit (Principal Only vs. Principal + Intere

    By Guest EMC, May 2, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 6, 2002