Employee Stock Ownership Plans (ESOPs)

1,184 topics in this forum

1. Second half of ESOP not paid

   By Joe010284, May 9, 2019
   • 3 replies
   • 1.5k views
   • 
   • rr_sphr
   • May 10, 2019

2. ESOP Basics and Restatement cycle

   By JHawk, April 13, 2021
   • 1 reply
   • 1.5k views
   • 
   • JHawk
   • April 14, 2021

3. Prohibited Allocations When Shareholder Waits to Elect 1042

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

4. Revenue Ruling 2003-27

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

5. Need to learn more about ESOPs

   By jkharvey, May 3, 2005
   • 2 replies
   • 1.5k views
   • 
   • Kirk Maldonado
   • May 4, 2005

6. employee Salary after sale to ESOP

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

7. ESOP Transaction Effective DateClosing Date differences.

   By Guest Mr. Joseph, March 2, 2000
   • 1 reply
   • 1.5k views
   • 
   • RLL
   • March 2, 2000

8. Mirrored Loans

   By ERISA-Bubs, April 7, 2014
   • 1 reply
   • 1.5k views
   • 
   • A Shot in the Dark
   • April 7, 2014

9. Employee Stock Ownership Plan Accounting

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

10. Need information regarding roll over of company stock at early retirem

    By Guest Kiefer , N ancy, January 4, 2001
    • 2 replies
    • 1.5k views
    • 
    • RLL
    • January 4, 2001

11. ESOP Learning/Guides

    By Angershark, August 22, 2024
    • 7 replies
    • 1.5k views
    • 
    • Bob the Swimmer
    • August 25, 2024

12. Company Selling Stock

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

13. Option to purchase from ESOP

    By smm, April 3, 2001
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • April 3, 2001

14. Running ESOP admin on Omni?

    By Guest DMZ, June 7, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 7, 2005

15. ESOP Default provisions

    By Guest Bencat, August 4, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 4, 2010

16. Help please with question on distribution

    By Alex16, November 6, 2019
    • 5 replies
    • 1.5k views
    • 
    • Alex16
    • November 13, 2019

17. Are "restricted" securities subject to a put?

    By smm, February 14, 2001
    • 5 replies
    • 1.5k views
    • 
    • smm
    • February 14, 2001

18. ESOP Ownership of Susidiary

    By Guest strayhorn, July 23, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 24, 2009

19. S corp conversion

    By waid10, February 2, 2004
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • February 2, 2004

20. Form of Distribution Dependent on Account Balance

    By Guest cphs, May 13, 2004
    • 4 replies
    • 1.5k views
    • 
    • RTK
    • May 24, 2004

21. My Fiduciary Will Not Listen

    By Guest CJS, August 1, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 6, 2003

22. EGTRRA

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

23. ESOP & 401(K) PLANS TREATMENT OF EXCESS ANNUAL ADDITIONS

    By Guest M. Martin, April 8, 2004
    • 3 replies
    • 1.5k views
    • 
    • WDIK
    • April 8, 2004

24. Plan termination with outstanding loan

    By Guest Lawrenceg, February 20, 2007
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • February 22, 2007

25. Distribution from ESOP

    By MarZDoates, December 3, 2002
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • December 3, 2002

26. QJSA exemption and plan requirements

    By Guest tcroscut, June 24, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 24, 2004

27. Plan did not offer diversification for 55 year olds w/ 10 years of par

    By Guest EBC, May 27, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 31, 2000

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

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

29. stock valuations

    By Guest lbleier, July 24, 2001
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • July 25, 2001

30. IRC 409(o)(1)(B) and ESOP loan refinancing

    By Guest corn, April 1, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 1, 2010

31. Is an ESOP loan with a term of 30, 60 or even 90 years reasonable?

    By Guest SCUDDESLER, September 30, 2003
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 30, 2003

32. Company going public - should ee buy stock at issue price or exercise stock options?

    By Guest benefitsmom, August 10, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 10, 2005

33. Affiliated Employers no longer affiliated: now what?

    By Guest Grumbles, December 8, 2009
    • 1 reply
    • 1.5k views
    • 
    • Ron Snyder
    • December 9, 2009

34. Leveraged ESOP - s-corp - mandatory to exclude disqualified persons?

    By Belgarath, November 6, 2014
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • November 7, 2014

35. First year of ESOP, stock issued but no eligible employees. ?

    By Guest FutureOne, October 14, 2003
    • 3 replies
    • 1.5k views
    • 
    • RLL
    • October 14, 2003

36. Can S corp's use dividneds on allocated shares to pay off an exempt lo

    By Guest kredlin, February 5, 2001
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • February 7, 2001

37. Bequest to ESOP

    By Guest TaxedToDeath, June 18, 2012
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 18, 2012

38. C-Corp. forming ESOP then electing S-Corp. 1042 Question

    By Griswold, May 19, 2016
    • 2 replies
    • 1.5k views
    • 
    • Griswold
    • May 20, 2016

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

    By Guest DUKE C, February 12, 2002
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • February 13, 2002

40. Put option exercised by disqualified person

    By Guest PiggyBank, December 1, 2010
    • 2 replies
    • 1.5k views
    • 
    • RLL
    • December 2, 2010

41. ESOP SAS 70 requirements?

    By Lori H, April 22, 2010
    • 0 replies
    • 1.5k views
    • 
    • Lori H
    • April 22, 2010

42. 423 Plans with a match?

    By Guest rim, September 15, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 15, 1999

43. Timing of Interest Deduction

    By CTipper, April 19, 2007
    • 2 replies
    • 1.5k views
    • 
    • A Shot in the Dark
    • April 23, 2007

44. ESOP Contributions After Year end (Part 2)

    By Guest AG, February 11, 2000
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • February 28, 2000

45. Retirement Distribution

    By Guest dokc, December 29, 2003
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • December 30, 2003

46. Change Distribution Policy

    By HCE, January 22, 2025
    • 6 replies
    • 1.4k views
    • 
    • Peter Gulia
    • January 23, 2025

47. TRA 1986 and Diversification Rules / Stock Split

    By Guest vdh2014, June 13, 2014   

    • diversification
    • stock split
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • June 13, 2014

48. shareholder purchasing shares from ESOP

    By eilano, May 22, 2006
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • May 24, 2006

49. GUST Plan restatement for ESOP

    By Guest Dave Bonar, May 25, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 25, 2001

50. Need Profits?

    By Guest gkaley, January 2, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 2, 2002