Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. ESOP 409(p) Final Regulations Amendment

   By Guest ElizabethERISA, September 15, 2009
   • 1 reply
   • 3.1k views
   • 
   • Guest
   • November 4, 2009

2. Does 404(k) allow a deduction for passing through dividends attributab

   By stephen, August 10, 2000
   • 1 reply
   • 1.6k views
   • 
   • RLL
   • August 13, 2000

3. Put Option pricing

   By dmwe, December 2, 2008
   • 1 reply
   • 1.2k views
   • 
   • BeckyMiller
   • January 5, 2009

4. ESOP Conversion & Voting Rights

   By Guest lrusso, June 23, 2000
   • 1 reply
   • 1.8k views
   • 
   • RLL
   • June 24, 2000

5. leveraged ESOP - foreign stock

   By Tom Poje, April 19, 2004
   • 1 reply
   • 1.2k views
   • 
   • Kirk Maldonado
   • April 19, 2004

6. what are DASOPS?

   By Guest shanna, June 25, 2000
   • 1 reply
   • 1.4k views
   • 
   • IRC401
   • June 27, 2000

7. ESOP Stock Distribution

   By Jilliandiz, August 22, 2007
   • 1 reply
   • 2k views
   • 
   • Guest
   • August 23, 2007

8. Esop participant becomes company owner

   By Guest DeePA, May 18, 2003
   • 1 reply
   • 997 views
   • 
   • RLL
   • May 21, 2003

9. Net Unrealized Appreciation

   By Guest Kbro, July 23, 2010
   • 1 reply
   • 3k views
   • 
   • GMK
   • July 23, 2010

10. Affiliated Employers no longer affiliated: now what?

    By Guest Grumbles, December 8, 2009
    • 1 reply
    • 1.4k views
    • 
    • Ron Snyder
    • December 9, 2009

11. Vesting

    By Guest justbe, February 24, 2005
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • February 24, 2005

12. Asset sale with Leverage Esop

    By Lori Foresz, July 21, 2004
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • July 30, 2004

13. QRP Investment Options

    By Guest RogersSmith, May 14, 2001
    • 1 reply
    • 2k views
    • 
    • RLL
    • May 14, 2001

14. ESOPs & NUA

    By Guest bdswdc, October 11, 2005
    • 1 reply
    • 1.7k views
    • 
    • stephen
    • October 11, 2005

15. Tax implications on a Stock Option Exercise

    By Guest ArrowMatt, September 3, 2002
    • 1 reply
    • 1.3k views
    • 
    • Kirk Maldonado
    • September 4, 2002

16. EGTRRA

    By nancy, December 11, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 19, 2007

17. Taxation of Net Unrealized Appreciation

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

18. Put Option

    By nancy, June 6, 2003
    • 1 reply
    • 2.2k views
    • 
    • RLL
    • June 6, 2003

19. Participant Info Request

    By Guest dw24a, May 5, 2005
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • May 5, 2005

20. Employer wants to buy shares from the ESOP

    By jkharvey, December 12, 2006
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • December 12, 2006

21. The disappeaing corporation

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

22. ESOP Diversificaton

    By ESOP Guy, March 27, 2012
    • 1 reply
    • 1.3k views
    • 
    • GMK
    • March 27, 2012

23. Cite for S-Corp Distributions to ESOP?

    By Guest boberlander, March 8, 2001
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • March 9, 2001

24. Value of Shares Released for Financial Statement Purposes (AICPA SOP 93-6)

    By SRM, August 23, 2005
    • 1 reply
    • 3k views
    • 
    • BeckyMiller
    • September 1, 2005

25. ESOP IDR response - expanding tax years?

    By Tax Cowboy, February 27, 2019
    • 1 reply
    • 697 views
    • 
    • A Shot in the Dark
    • February 28, 2019

26. Stock Dividend

    By nancy, May 5, 2005
    • 1 reply
    • 2.1k views
    • 
    • RLL
    • May 10, 2005

27. Transfer of Company to ESOP

    By Guest svatty, November 27, 2000
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • November 29, 2000

28. ESOP - no plan amendment since 1995

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

29. Distributing Stock in Public Companies - Certificates v. Book Entry

    By Guest strayhorn, June 15, 2015
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • June 15, 2015

30. Distributions after conversion from C Corp to S Corp

    By Guest tmills, August 16, 2004
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • August 16, 2004

31. Estate plan valuation vs. ESOP valuation

    By Guest kbutcher, August 11, 2000
    • 1 reply
    • 1.7k views
    • 
    • IRC401
    • August 13, 2000

32. (2 Questions) Receivable-all interest ?/ Cash contrib for Distributions ?

    By Guest Deanna Mosier, November 11, 2004
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • November 11, 2004

33. How are Prohibited Transactions unwound?

    By ERISA-Bubs, March 11, 2016
    • 1 reply
    • 1.4k views
    • 
    • MoJo
    • March 11, 2016

34. S Corp distributions, share release and 415

    By Guest tmills, January 31, 2006
    • 1 reply
    • 2.5k views
    • 
    • stephen
    • February 1, 2006

35. How to invest ESOP cash?

    By JimboPColtrane, June 27, 2023
    • 1 reply
    • 857 views
    • 
    • ESOP Guy
    • July 13, 2023

36. Frozen ESOP Participation

    By MoShawn, July 28, 2009
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • August 3, 2009

37. ESOP / seller financing

    By Guest boberlander, June 28, 2001
    • 1 reply
    • 2.3k views
    • 
    • RLL
    • June 29, 2001

38. Employees in two different ESOPs that are members of a controlled grou

    By Guest SRH, December 31, 2002
    • 1 reply
    • 1k views
    • 
    • RLL
    • December 31, 2002

39. Merger of ESOP into terminated 401(k) Plan

    By Guest sheTexasHammer, April 13, 2011
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • April 15, 2011

40. What to do with ESOP proceeds?

    By Guest mtz206, September 20, 2001
    • 1 reply
    • 2k views
    • 
    • RLL
    • September 21, 2001

41. Dividend deduction

    By Guest ladycpa, December 31, 2002
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • January 3, 2003

42. 409(p) -- Are these people still owners?

    By ERISA-Bubs, September 21, 2017
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • September 25, 2017

43. ESOP Accounting

    By DPL, February 22, 2012
    • 1 reply
    • 3.8k views
    • 
    • Marcus R Piquet
    • February 23, 2012

44. 411(d)(6)

    By Guest ptpnthr, January 20, 2003
    • 1 reply
    • 1.1k views
    • 
    • RLL
    • January 22, 2003

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

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

46. ESOP Distribution

    By Guest Capeair, May 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • BeckyMiller
    • June 2, 2003

47. 423(b) beneficiaries

    By Guest grafals, June 10, 2004
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • July 9, 2004

48. ESOPs and buy-sell agreements

    By Guest JKemp, January 12, 2001
    • 1 reply
    • 2.7k views
    • 
    • RLL
    • January 24, 2001

49. Is stock held in ESOP considered for hce and key ee determination

    By Guest padmin, February 8, 2005
    • 1 reply
    • 2.5k views
    • 
    • Harwood
    • February 8, 2005

50. Hardship Distribution from ESOP

    By Guest hami8859, August 28, 2007
    • 1 reply
    • 2.1k views
    • 
    • masteff
    • August 28, 2007