Employee Stock Ownership Plans (ESOPs)

1,184 topics in this forum

1. Payment of Encumbered Stock

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

2. QDROs & ESOPs

   By Guest Salvador A Mander, February 3, 2010
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • February 3, 2010

3. Stock Not Transferred

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

4. Forgotten S-corp ESOP

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

5. Put to ESOP in addition to Employer

   By smm, November 2, 2000
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • November 3, 2000

6. Legislation to Permit More Deductions in an ESOP

   By Guest wwest, July 30, 1999
   • 1 reply
   • 1.6k views
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   • RLL
   • July 30, 1999

7. 415 Calculation in Leveraged ESOP

   By Guest AG, January 22, 2000
   • 1 reply
   • 1.6k views
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   • RLL
   • January 22, 2000

8. Need good information on the basics of allocating an ESOP.

   By Ervin Barham, November 10, 1999
   • 2 replies
   • 1.6k views
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   • Dave Baker
   • November 15, 1999

9. can stocks promised in an employment contract now be part of ESOP

   By Guest winmac, November 18, 1999
   • 1 reply
   • 1.6k views
   • 
   • RLL
   • November 18, 1999

10. prior valuation date

    By LIBERTYKID, August 22, 2002
    • 3 replies
    • 1.6k views
    • 
    • RLL
    • August 22, 2002

11. ESPP question

    By lexi, September 19, 2007
    • 0 replies
    • 1.6k views
    • 
    • lexi
    • September 19, 2007

12. Schedule E- Loan Under Code Section 133

    By Lori Foresz, April 15, 2009
    • 1 reply
    • 1.5k views
    • 
    • A Shot in the Dark
    • April 15, 2009

13. Section 1372 Fringe Benefits

    By Guest ama, August 28, 2001
    • 2 replies
    • 1.5k views
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    • Guest
    • August 29, 2001

14. leveraged esop and 2002

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

15. New ESOP Contribution Question

    By Guest svatty, May 29, 2001
    • 2 replies
    • 1.5k views
    • 
    • M R Bernardin
    • May 30, 2001

16. 1042 election with a twist

    By Guest BTCISP1969, December 9, 2000
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • December 9, 2000

17. allocations for 415 purposes on leveraged S-corp ESOP

    By Belgarath, May 22, 2018
    • 6 replies
    • 1.5k views
    • 
    • Belgarath
    • May 23, 2018

18. Section 1042

    By Scott, September 10, 1999
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • September 11, 1999

19. S-Corp ESOP exchanging shares of different classes

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

20. Stock Plan Administrator

    By Guest benefitsanalyst, April 29, 2009
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • May 5, 2009

21. Employer Securities Defined

    By Guest GBMcGrath, February 18, 2003
    • 4 replies
    • 1.5k views
    • 
    • jpod
    • February 18, 2003

22. The disappeaing corporation

    By imchipbrown, August 10, 2000
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • August 13, 2000

23. in service withdrawal- homebuyer

    By Guest tradjd56, February 15, 2012
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • February 16, 2012

24. ESOP Stock Evaluations vs Other Shareholder Market Value

    By PanamaJack, May 24, 2024
    • 2 replies
    • 1.5k views
    • 
    • MBESQ
    • May 25, 2024

25. All cash or just cash from contribution?

    By John A, September 5, 2001
    • 1 reply
    • 1.5k views
    • 
    • stephen
    • September 5, 2001

26. Distributions and 409(o)

    By Guest tcroscut, March 22, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 22, 2004

27. Taxation of Net Unrealized Appreciation

    By Guest ptpnthr, January 16, 2003
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • January 16, 2003

28. Investing Dividends in Non-Stock Assets

    By Alf, August 27, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • September 13, 2004

29. S-corp deductibility limits for an ESOP

    By Guest Jenifer, October 10, 2000
    • 2 replies
    • 1.5k views
    • 
    • RLL
    • October 29, 2000

30. Former Employees / Stock buy-back

    By Guest DDahl, July 22, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 22, 2008

31. Diversify, Yes or No! It's got me crazy!!!!!!!

    By Guest Troubles, December 6, 2002
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • December 6, 2002

32. S-Corp ESOP - Change Distribution Form - Protected Benefit

    By Guest ERISAk, October 2, 2013
    • 1 reply
    • 1.5k views
    • 
    • ESOP Guy
    • October 3, 2013

33. 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

34. Comprehensive checklist for reviewing esop clients

    By Tax Cowboy, June 9, 2023
    • 5 replies
    • 1.5k views
    • 
    • Tax Cowboy
    • June 14, 2023

35. EGTRRA - ESOP Provision

    By Guest EMozley, June 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • IRC401
    • June 20, 2001

36. ESOP - no plan amendment since 1995

    By PAL, December 3, 2008
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • December 3, 2008

37. ESOP - plan conversion

    By waid10, February 2, 2004
    • 1 reply
    • 1.5k views
    • 
    • BenefitsRUs21
    • December 17, 2020

38. loan not from disqualified person

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

39. Changing a 401(k) plan to an ESOP

    By LIBERTYKID, November 2, 2007
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • November 2, 2007

40. Dissenters' rights passed through to participants under 409(e)?

    By Guest Pennysaver, May 13, 2011
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 13, 2011

41. Participation in Union Health Plan by ESOP Company

    By Guest sjlbenefits, April 14, 2009
    • 4 replies
    • 1.5k views
    • 
    • jpod
    • April 14, 2009

42. Distribution of Cash or Stock / Rollover Issues

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

43. DOL Examination Process

    By Guest amboyd, May 16, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 16, 2001

44. Bank ESOPS

    By Guest mcw, January 8, 2004
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • January 8, 2004

45. 5000 and 5309 Timing Requirements.

    By Guest Babs, November 19, 2000
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • November 19, 2000

46. Leveraging an ESOP

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

47. suspense account considered for top heavy purposes?

    By Belgarath, April 5, 2019
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • April 9, 2019

48. loan to unrelated 3rd party

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

49. Present Value of Synthetic Equity

    By Guest tmills, February 2, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 2, 2005

50. Employer discretion over form of benefit

    By JRN, October 29, 2015
    • 4 replies
    • 1.5k views
    • 
    • Marcus R Piquet
    • October 30, 2015