Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. KEYSOP distribution. Can future funds be rolled into another qualfied plan?

   By Guest BigB, February 8, 2004
   • 1 reply
   • 1.5k views
   • 
   • IRC401
   • February 23, 2004

2. Prohibited Allocations When Shareholder Waits to Elect 1042

   By Guest kredlin, September 13, 2001
   • 1 reply
   • 1.5k views
   • 
   • RLL
   • September 14, 2001

3. Stock Valuation and ESOP Participants

   By Guest Letocha, February 12, 2000
   • 1 reply
   • 2.1k views
   • 
   • RLL
   • February 28, 2000

4. ESOP Contributions After Year end (Part 2)

   By Guest AG, February 11, 2000
   • 1 reply
   • 1.4k views
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   • RLL
   • February 28, 2000

5. Voting ESOP Stock

   By Guest svatty, February 29, 2000
   • 1 reply
   • 1.8k views
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   • RLL
   • February 29, 2000

6. Minimum Distribution

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

7. Payment of Encumbered Stock

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

8. Voting rights and sale of stock

   By smm, March 6, 2001
   • 1 reply
   • 2.2k views
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   • RLL
   • March 6, 2001

9. Diversification Requirement

   By RLL, March 2, 2000
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • March 2, 2000

10. Leveraged ESOP

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

11. ESOP Transaction Effective DateClosing Date differences.

    By Guest Mr. Joseph, March 2, 2000
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • March 2, 2000

12. Line of credit

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

13. Diversification shares reallocation

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

14. Calculation of Excise Tax

    By Guest MJ1, February 14, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 13, 2011

15. Participant pass-through voting rights can change after loan is paid o

    By Guest LDH1, March 7, 2000
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • March 8, 2000

16. Not Enough Cash in ESOP

    By Guest padmin, December 1, 2004
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • December 1, 2004

17. First Year for an ESOP Plan

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

18. ESOP tax deduction for leveraged plan

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

19. Installment payments miscounted, is correction necessary?

    By Nate S, March 27, 2023   

    • esop distributions
    • esop
    • (and 1 more)

      Tagged with:

      • esop distributions
      • esop
      • error correction
    • 1 reply
    • 548 views
    • 
    • ESOP Guy
    • March 27, 2023

20. Section 453 Installment Sale and 1042 Tax Free Rollover

    By Guest Babs, March 16, 2000
    • 1 reply
    • 4.7k views
    • 
    • RLL
    • March 16, 2000

21. Terminating the ESOP portion of a KSOP

    By Guest jolie1, April 6, 2005
    • 1 reply
    • 2.7k views
    • 
    • Ron Snyder
    • April 14, 2005

22. ESOP - UBIT Shares

    By katiejoseph, September 23, 2020
    • 1 reply
    • 1.2k views
    • 
    • Degrand
    • September 28, 2020

23. 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

24. ESOP & 401(K)

    By Guest sgl, December 17, 2007
    • 1 reply
    • 2k views
    • 
    • A Shot in the Dark
    • December 17, 2007

25. Can Testamentary Trust Elect 1042 Treatment

    By Guest John Nelson, July 20, 2004
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • July 20, 2004

26. Dividends included in annual additions?

    By RLL, April 12, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • April 12, 2000

27. Disqualifed Persons

    By Jilliandiz, July 18, 2007
    • 1 reply
    • 1.8k views
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    • stephen
    • July 18, 2007

28. Does years of credited service equal years of participation for divers

    By Guest DDB, April 21, 2000
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • April 22, 2000

29. 1042 Election and California Taxes

    By Guest svatty, September 1, 2000
    • 1 reply
    • 2.8k views
    • 
    • RLL
    • September 2, 2000

30. public charity & S-Corp Stock

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

31. Distribution of Cash or Stock / Rollover Issues

    By Guest Suanne, March 26, 2001
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • March 28, 2001

32. Do diversification amounts in a KSOP include 401(k) accounts?

    By Guest jdw, February 26, 2004
    • 1 reply
    • 2.1k views
    • 
    • BeckyMiller
    • March 12, 2004

33. What does Code Section 409(o)(1)(C) really mean?

    By LIBERTYKID, December 18, 2007
    • 1 reply
    • 3.2k views
    • 
    • RLL
    • December 18, 2007

34. re-amortization of ESOP loan

    By Guest MLipp, April 7, 2011
    • 1 reply
    • 2.3k views
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    • Marcus R Piquet
    • April 8, 2011

35. Diversification at Discretion of Plan Sponsor

    By kmhaab, October 25, 2023
    • 1 reply
    • 668 views
    • 
    • EBECatty
    • October 26, 2023

36. Allocation of 1042 Shares

    By Guest John Nelson, May 19, 2000
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • May 21, 2000

37. Rules governing timing of ESOP contributions

    By Guest Daniel Fisher, May 22, 2000
    • 1 reply
    • 2.6k views
    • 
    • RLL
    • May 23, 2000

38. Diversification - Alternate Payees & Beneficiaries

    By Guest TAS17, September 5, 2000
    • 1 reply
    • 1.9k views
    • 
    • RLL
    • September 7, 2000

39. S-Corp ESOP exchanging shares of different classes

    By Guest jigpsu100, December 2, 2004
    • 1 reply
    • 1.5k views
    • 
    • BeckyMiller
    • December 9, 2004

40. ESOP repurchase liability

    By Guest cxs, April 19, 2007
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • April 19, 2007

41. QDRO under an ESOP

    By Guest svatty, May 15, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 31, 2000

42. ESOP Catchup Contributions?

    By Guest HarveyC, August 20, 2005
    • 1 reply
    • 1.6k views
    • 
    • stephen
    • August 22, 2005

43. Forgotten S-corp ESOP

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

44. Is a retiring owner(seller) liable for debts of the ESOP to which she

    By Guest William Hiscox, November 1, 2000
    • 1 reply
    • 2k views
    • 
    • RLL
    • November 1, 2000

45. ESOP Ownership of Susidiary

    By Guest strayhorn, July 23, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 24, 2009

46. Debt buyout of conpany with ESOP

    By Guest lostinfargo, March 7, 2010
    • 1 reply
    • 1.4k views
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    • Marcus R Piquet
    • June 7, 2010

47. Binding Sale Contracts and Control Premiums

    By Guest kbutcher, June 14, 2000
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • June 14, 2000

48. Survey request from Abt SRBI on behalf of the IRS?

    By John Feldt ERPA CPC QPA, January 13, 2011
    • 1 reply
    • 1.7k views
    • 
    • Kevin C
    • January 14, 2011

49. Mirrored Loans

    By ERISA-Bubs, April 7, 2014
    • 1 reply
    • 1.5k views
    • 
    • A Shot in the Dark
    • April 7, 2014

50. 409(p) regulations

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