Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Party in Interest uses his company stock to buy real estate from profit sharing plan

   By Yesrod5, January 31, 2015
   • 3 replies
   • 1.5k views
   • 
   • RLL
   • January 31, 2015

2. Legislation to Permit More Deductions in an ESOP

   By Guest wwest, July 30, 1999
   • 1 reply
   • 1.5k views
   • 
   • RLL
   • July 30, 1999

3. S to C Conversion and 1042 elections

   By Griswold, February 14, 2017   

   • esop
   • 1042
   • (and 1 more)

     Tagged with:

     • esop
     • 1042
     • s-corp
   • 2 replies
   • 1.5k views
   • 
   • BeckyMiller
   • April 3, 2017

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

   By Ervin Barham, November 10, 1999
   • 2 replies
   • 1.5k views
   • 
   • Dave Baker
   • November 15, 1999

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

   By Guest winmac, November 18, 1999
   • 1 reply
   • 1.5k views
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   • RLL
   • November 18, 1999

6. prior valuation date

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

7. 415 Calculation in Leveraged ESOP

   By Guest AG, January 22, 2000
   • 1 reply
   • 1.5k views
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   • RLL
   • January 22, 2000

8. Section 1372 Fringe Benefits

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

9. 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

10. 1042 election with a twist

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

11. ESPP question

    By lexi, September 19, 2007
    • 0 replies
    • 1.5k views
    • 
    • lexi
    • September 19, 2007

12. New ESOP Contribution Question

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

13. QDROs & ESOPs

    By Guest Salvador A Mander, February 3, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 3, 2010

14. leveraged esop and 2002

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

15. Section 1042

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

16. The disappeaing corporation

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

17. Can ESOP Trust "choose" whether someone is eligible for disbursement?

    By Cindy Anderson, August 24, 2020
    • 7 replies
    • 1.5k views
    • 
    • Cindy Anderson
    • September 2, 2020

18. Distributions and 409(o)

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

19. in service withdrawal- homebuyer

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

20. All cash or just cash from contribution?

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

21. Former Employees / Stock buy-back

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

22. EGTRRA - ESOP Provision

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

23. S-corp deductibility limits for an ESOP

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

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

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

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

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

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

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

27. loan not from disqualified person

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

28. Taxation of Net Unrealized Appreciation

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

29. Stock Plan Administrator

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

30. Distribution of Cash or Stock / Rollover Issues

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

31. Participation in Union Health Plan by ESOP Company

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

32. Investing Dividends in Non-Stock Assets

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

33. 5000 and 5309 Timing Requirements.

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

34. DOL Examination Process

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

35. Bank ESOPS

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

36. ESOP - no plan amendment since 1995

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

37. loan to unrelated 3rd party

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

38. Present Value of Synthetic Equity

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

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

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

40. Leveraging an ESOP

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

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

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

42. 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

43. S-Corp ESOP exchanging shares of different classes

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

44. ESOP - plan conversion

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

45. Revenue Ruling 2003-27

    By Guest erisaauditor, October 6, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 6, 2009

46. suspense account considered for top heavy purposes?

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

47. Employer discretion over form of benefit

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

48. Prohibited Allocations When Shareholder Waits to Elect 1042

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

49. employee Salary after sale to ESOP

    By Guest myarbrough, July 6, 2000
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • July 7, 2000

50. Employee Stock Ownership Plan Accounting

    By jpod, January 10, 2002
    • 0 replies
    • 1.5k views
    • 
    • jpod
    • January 10, 2002