Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. 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

2. New ESOP-need help

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

3. prior valuation date

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

4. ESOP Loan - Line of Credit?

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

5. ESOP Plan

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

6. Relius ESOP Users

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

7. Definition of Stock Bonus Plan

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

8. 401(k)/Profit Sharing funds "transferred" to ESOP

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

9. Plan rules

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

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

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

11. ESOP Stock

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

12. Company Selling Stock

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

13. Terminating an ESOP (small amounts)

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

14. ESOP Refinancing

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

15. Leveraged ESOP

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

16. loan to unrelated 3rd party

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

17. 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

18. ESOP as majority owner

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

19. Implementation of ESPP in IPO Context

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

20. Buyback of Stock from Frozen ESOP

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

21. 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

22. ESOPs, Restricted Stock & Stock Option

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

23. Use of exempt loan proceeds

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

24. public charity & S-Corp Stock

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

25. ESOP tax deduction for leveraged plan

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

26. Diversification shares reallocation

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

27. Tax Deductions for Leveraged ESOPs

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

28. ESOP Distribution Options

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

29. Section 423 ESPP and ERISA

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

30. Put Option - In Connection with a Terminated ESOP

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

31. ESOPs - stock value and insurance

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

32. general ESOP question

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

33. 11k - SEC filings

    By Guest PAL100759, May 15, 2002
    • 6 replies
    • 7.4k views
    • 
    • stevena
    • October 28, 2005

34. Use of last appraisal

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

35. 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

36. ESOP and Average Benefits Test

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

37. Schedule E and securities acquisition loan question

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

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

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

39. Allocation of Released Shares

    By Guest DBolling, April 25, 2002
    • 3 replies
    • 2.3k views
    • 
    • RLL
    • April 26, 2002

40. ESOPs - Contributions of Employer Stock

    By Guest Eprail, April 19, 2002
    • 12 replies
    • 3.1k views
    • 
    • pjkoehler
    • April 24, 2002

41. Nonvoting Stock in an S Corp ESOP

    By Guest texastax, April 19, 2002
    • 1 reply
    • 2.1k views
    • 
    • RLL
    • April 20, 2002

42. Forgiveness of Payment under ESOP Promissory Note

    By Guest myarbrough, April 1, 2002
    • 7 replies
    • 5.8k views
    • 
    • RLL
    • April 12, 2002

43. Diversification

    By stephen, March 28, 2002
    • 1 reply
    • 1.7k views
    • 
    • BeckyMiller
    • March 28, 2002

44. Sale of ESOP Stock-Escrow

    By Guest ladler, March 28, 2002
    • 1 reply
    • 2.8k views
    • 
    • BeckyMiller
    • March 28, 2002

45. ERISA's definition of employer security

    By Guest Hadden2001, March 14, 2002
    • 0 replies
    • 2k views
    • 
    • Guest
    • March 14, 2002

46. ESOP Dividends Paid on Form 5500, Schedule H?

    By Guest WAB, March 12, 2002
    • 4 replies
    • 2.4k views
    • 
    • pjkoehler
    • March 27, 2002

47. 408(e): cash and a note?

    By Guest Hadden2001, March 12, 2002
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • March 14, 2002

48. ESOP Liquidation

    By Guest sauterne, March 11, 2002
    • 2 replies
    • 3.7k views
    • 
    • mbozek
    • March 26, 2002

49. 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

50. Can ESOP administrators exclude a group of Individuals from participat

    By Guest kenw, March 7, 2002
    • 4 replies
    • 3.2k views
    • 
    • Guest
    • April 24, 2002