Employee Stock Ownership Plans (ESOPs)

1,188 topics in this forum

1. Amend From ESOP to 401(k)

   By Guest CitationSquirrel, March 6, 2002
   • 5 replies
   • 2.6k views
   • 
   • Guest
   • May 13, 2002

2. ESOP and Average Benefits Test

   By AndyH, May 8, 2002
   • 6 replies
   • 3.1k views
   • 
   • IRC401
   • May 13, 2002

3. Can sharholder receive allocation in separate Profit Sharing Plan

   By Guest Bob Lees, May 9, 2002
   • 1 reply
   • 1.5k views
   • 
   • BeckyMiller
   • May 10, 2002

4. Schedule E and securities acquisition loan question

   By Guest DBolling, May 7, 2002
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • May 7, 2002

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

   By Guest EMC, May 2, 2002
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • May 6, 2002

6. Allocation of Released Shares

   By Guest DBolling, April 25, 2002
   • 3 replies
   • 2.5k views
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   • RLL
   • April 26, 2002

7. ESOPs - Contributions of Employer Stock

   By Guest Eprail, April 19, 2002
   • 12 replies
   • 3.6k views
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   • pjkoehler
   • April 24, 2002

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

   By Guest kenw, March 7, 2002
   • 4 replies
   • 3.7k views
   • 
   • Guest
   • April 24, 2002

9. Merging a 401(k) Plan and an ESOP

   By Guest smithee, March 13, 2001
   • 8 replies
   • 5k views
   • 
   • RLL
   • April 24, 2002

10. Nonvoting Stock in an S Corp ESOP

    By Guest texastax, April 19, 2002
    • 1 reply
    • 2.3k views
    • 
    • RLL
    • April 20, 2002

11. Forgiveness of Payment under ESOP Promissory Note

    By Guest myarbrough, April 1, 2002
    • 7 replies
    • 6.5k views
    • 
    • RLL
    • April 12, 2002

12. Sale of ESOP Stock-Escrow

    By Guest ladler, March 28, 2002
    • 1 reply
    • 3k views
    • 
    • BeckyMiller
    • March 28, 2002

13. Diversification

    By stephen, March 28, 2002
    • 1 reply
    • 1.8k views
    • 
    • BeckyMiller
    • March 28, 2002

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

    By Guest WAB, March 12, 2002
    • 4 replies
    • 2.6k views
    • 
    • pjkoehler
    • March 27, 2002

15. ESOP Liquidation

    By Guest sauterne, March 11, 2002
    • 2 replies
    • 3.9k views
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    • mbozek
    • March 26, 2002

16. ERISA's definition of employer security

    By Guest Hadden2001, March 14, 2002
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • March 14, 2002

17. 408(e): cash and a note?

    By Guest Hadden2001, March 12, 2002
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • March 14, 2002

18. Administrative Fee re 404(k) Dividend Election - Charge to Participant

    By Guest amboyd, March 7, 2002
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • March 8, 2002

19. ESOP Diversification

    By Guest lkmcgivney, March 3, 2002
    • 8 replies
    • 3.4k views
    • 
    • RLL
    • March 6, 2002

20. Disqualified person at default or time of promissory note?

    By Guest BJW, March 4, 2002
    • 3 replies
    • 1.8k views
    • 
    • RLL
    • March 4, 2002

21. ESOP's: Distributions from ESOP's

    By Guest Ray Rinfret, March 1, 2002
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • March 1, 2002

22. ESOPs

    By Guest jcr, February 25, 2002
    • 10 replies
    • 2.8k views
    • 
    • Guest
    • March 1, 2002

23. ESOP Recordkeeping Software

    By Guest Robert Reynolds, January 25, 2002
    • 5 replies
    • 4.4k views
    • 
    • BeckyMiller
    • February 25, 2002

24. What responsibility doest he business have to ESOP members?

    By Guest stockholder, February 19, 2002
    • 2 replies
    • 1.6k views
    • 
    • RLL
    • February 19, 2002

25. Bank Directed Trustee and also lender to Employer not the plan.

    By Guest DUKE C, February 12, 2002
    • 1 reply
    • 1.6k views
    • 
    • Kirk Maldonado
    • February 13, 2002

26. UAL Corporation Employee Stock Ownership Plan

    By Guest Edward McElroy, February 4, 2002
    • 1 reply
    • 2.4k views
    • 
    • QDROphile
    • February 4, 2002

27. Substantially all assets invested in employer stock

    By LIBERTYKID, January 29, 2002
    • 9 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • February 4, 2002

28. ESOP Particpant Diversification

    By Guest DLH, January 28, 2002
    • 3 replies
    • 2.5k views
    • 
    • RLL
    • January 28, 2002

29. Voting Rights

    By LIBERTYKID, January 25, 2002
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • January 25, 2002

30. ESOP Valuation

    By Guest bfsw, January 24, 2002
    • 2 replies
    • 2k views
    • 
    • Kirk Maldonado
    • January 25, 2002

31. ESOP Voting Rights

    By Guest John Nelson, January 24, 2002
    • 2 replies
    • 2.9k views
    • 
    • Kirk Maldonado
    • January 24, 2002

32. Mandated ESOP distribution

    By Guest D Evan, January 21, 2002
    • 5 replies
    • 2k views
    • 
    • stephen
    • January 21, 2002

33. ESOP restructuring

    By Guest AMK, January 15, 2002
    • 3 replies
    • 2.4k views
    • 
    • RLL
    • January 15, 2002

34. ESOP Dividends - Who Gets the Deduction?

    By Guest rocnrols2, January 11, 2002
    • 6 replies
    • 2k views
    • 
    • RLL
    • January 14, 2002

35. Employee Stock Ownership Plan Accounting

    By jpod, January 10, 2002
    • 0 replies
    • 1.6k views
    • 
    • jpod
    • January 10, 2002

36. ESOP Repurchase Liability - Use of COLI to Fund

    By rocknrolls2, January 7, 2002
    • 6 replies
    • 4.1k views
    • 
    • Guest
    • January 8, 2002

37. Diversification

    By LIBERTYKID, January 7, 2002
    • 2 replies
    • 2k views
    • 
    • Kirk Maldonado
    • January 8, 2002

38. ESOP: Retroactive amendment

    By Guest qualified plan, December 20, 2001
    • 7 replies
    • 2.7k views
    • 
    • RLL
    • January 2, 2002

39. Need Profits?

    By Guest gkaley, January 2, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 2, 2002

40. Conversion of 401(k) Plan to KSOP

    By Guest t936, December 17, 2001
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • December 20, 2001

41. ESOP Distribution

    By Guest EMozley, December 10, 2001
    • 1 reply
    • 1.9k views
    • 
    • RLL
    • December 10, 2001

42. Converting ESOP to 401K

    By Guest jlsilver, December 4, 2001
    • 4 replies
    • 3k views
    • 
    • Kirk Maldonado
    • December 4, 2001

43. Do the QJSA requirements apply to a participant's Other Investments Ac

    By Guest Darrell, October 19, 2001
    • 8 replies
    • 2.7k views
    • 
    • Kirk Maldonado
    • November 22, 2001

44. Convert 401 to ESOP to get 404(k) deduction

    By Guest Rudy, November 12, 2001
    • 25 replies
    • 9.1k views
    • 
    • RLL
    • November 15, 2001

45. More 404(k) madness

    By Guest carsca, November 12, 2001
    • 7 replies
    • 1.9k views
    • 
    • RLL
    • November 13, 2001

46. ESOP Plan Amendments for EGTRRA

    By Guest tfurlong, November 8, 2001
    • 4 replies
    • 1.9k views
    • 
    • stephen
    • November 9, 2001

47. ESOP dividend pass-through for non-vested employees

    By Guest ds86, November 8, 2001
    • 6 replies
    • 4.9k views
    • 
    • Guest
    • November 8, 2001

48. a. Div Deduction; b. Share Allocation

    By Guest gkaley, November 8, 2001
    • 3 replies
    • 2k views
    • 
    • RLL
    • November 8, 2001

49. Merged ESOP and 401(k) Plan

    By Guest 91smithie, November 8, 2001
    • 1 reply
    • 1.9k views
    • 
    • RLL
    • November 8, 2001

50. Prepaid Forward Contracts

    By Guest howe0144, November 7, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 7, 2001