Employee Stock Ownership Plans (ESOPs)

1,186 topics in this forum

1. Employee Stock Purchase Plans

   By Guest ladler, October 29, 2001
   • 7 replies
   • 4.4k views
   • 
   • david rigby
   • October 31, 2001

2. Dividends must be listed on Schedule E if they remain in the plan?

   By Guest Bob Lees, October 26, 2001
   • 1 reply
   • 1.4k views
   • 
   • RLL
   • October 26, 2001

3. Leveraged ESOP Buyout?

   By Christine Roberts, October 22, 2001
   • 8 replies
   • 3.2k views
   • 
   • RLL
   • October 25, 2001

4. ESOP as Beneficiary of Life Insurance

   By Guest sammy, October 17, 2001
   • 4 replies
   • 2.6k views
   • 
   • RLL
   • October 24, 2001

5. Zero Interest Loans

   By Kirk Maldonado, October 10, 2001
   • 7 replies
   • 3.8k views
   • 
   • RLL
   • October 11, 2001

6. ADP/ACP Testing

   By Guest T-BONE, October 4, 2001
   • 5 replies
   • 3.8k views
   • 
   • Guest
   • October 5, 2001

7. Fairness Opinion for ESOP

   By Guest AJJ-EB, September 28, 2001
   • 2 replies
   • 3.3k views
   • 
   • Kirk Maldonado
   • October 1, 2001

8. Taxation of Stock Distribution

   By Kirk Maldonado, September 26, 2001
   • 5 replies
   • 2.4k views
   • 
   • RLL
   • September 27, 2001

9. Hardship withdrawals from ESOP?

   By Guest hapa123, September 21, 2001
   • 8 replies
   • 9k views
   • 
   • RLL
   • September 25, 2001

10. What to do with ESOP proceeds?

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

11. Prohibited Allocations When Shareholder Waits to Elect 1042

    By Guest kredlin, September 13, 2001
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • September 14, 2001

12. Section 1042 Qualified Replacement Property

    By Guest H.J. Simpson, September 12, 2001
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • September 12, 2001

13. Beneficiary

    By Guest Earl Anthony, September 7, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 7, 2001

14. Merging ESOP with Profit Sharing Plan

    By Guest Ralph, September 6, 2001
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • September 7, 2001

15. All cash or just cash from contribution?

    By John A, September 5, 2001
    • 1 reply
    • 1.6k views
    • 
    • stephen
    • September 5, 2001

16. Section 1372 Fringe Benefits

    By Guest ama, August 28, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 29, 2001

17. Employee Stock Purchase Plan

    By Guest benefitsanalyst, August 28, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 28, 2001

18. Purchase of Stock from disqualified person

    By Guest EMozley, August 22, 2001
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • August 22, 2001

19. Amend ESOP to provide distributions no later than 5th plan year

    By EGB, August 17, 2001
    • 2 replies
    • 2.6k views
    • 
    • EGB
    • August 17, 2001

20. Converting 401(k) to KSOP after EGTRRA

    By Guest T-BONE, August 16, 2001
    • 6 replies
    • 3.2k views
    • 
    • RLL
    • August 17, 2001

21. Bonds Contributed to ESOP?

    By Christine Roberts, August 10, 2001
    • 3 replies
    • 2.1k views
    • 
    • RLL
    • August 15, 2001

22. ESOP Section 1042 Question

    By Guest svatty, August 13, 2001
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • August 14, 2001

23. Suspicious about BIG loss in value

    By Guest Relsom, December 28, 2000
    • 11 replies
    • 4.9k views
    • 
    • RLL
    • August 9, 2001

24. termination of (k) portion of KSOP prior to corporate merger

    By EGB, July 26, 2001
    • 10 replies
    • 3.8k views
    • 
    • IRC401
    • August 3, 2001

25. EGTRRA affect on ESOPS

    By Guest Ralph, July 23, 2001
    • 6 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • August 1, 2001

26. Dividend deduction admin considerations

    By Guest PAL100759, July 19, 2001
    • 3 replies
    • 2.2k views
    • 
    • RLL
    • July 26, 2001

27. stock valuations

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

28. ISO'sNon-Statutory Plans Subject to ERISA?

    By Guest Mr. Joseph, July 20, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • July 20, 2001

29. KSOPs - "primarily invested" rule

    By Guest Gail S, July 11, 2001
    • 2 replies
    • 2.8k views
    • 
    • IRC401
    • July 13, 2001

30. leveraged esop and 2002

    By Tom Poje, July 12, 2001
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • July 12, 2001

31. KSOP Proxy Voting for Public Company

    By Guest EMozley, July 5, 2001
    • 8 replies
    • 2.8k views
    • 
    • Guest
    • July 6, 2001

32. Employee Stock Purchase Program

    By Guest Yah Mon, July 1, 2001
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • July 5, 2001

33. ESOP / seller financing

    By Guest boberlander, June 28, 2001
    • 1 reply
    • 2.4k views
    • 
    • RLL
    • June 29, 2001

34. EGTRRA - ESOP Provision

    By Guest EMozley, June 18, 2001
    • 1 reply
    • 1.6k views
    • 
    • IRC401
    • June 20, 2001

35. ESPP and 162 (m)

    By Guest M Treider, May 30, 2001
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • May 31, 2001

36. New ESOP Contribution Question

    By Guest svatty, May 29, 2001
    • 2 replies
    • 1.6k views
    • 
    • M R Bernardin
    • May 30, 2001

37. GUST Plan restatement for ESOP

    By Guest Dave Bonar, May 25, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 25, 2001

38. S Corp ESOP

    By Guest Smokin, May 17, 2001
    • 5 replies
    • 2k views
    • 
    • RLL
    • May 23, 2001

39. Leveraged ESOP 2nd Loan

    By Guest JBeck, May 17, 2001
    • 5 replies
    • 2.3k views
    • 
    • RLL
    • May 22, 2001

40. DOL Examination Process

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

41. Repurchase for terminees - running out of cash

    By Guest John Sample, September 21, 2000
    • 6 replies
    • 3.1k views
    • 
    • RLL
    • May 14, 2001

42. QRP Investment Options

    By Guest RogersSmith, May 14, 2001
    • 1 reply
    • 2.1k views
    • 
    • RLL
    • May 14, 2001

43. Prohibited accrual in 1042 transaction?

    By david rigby, May 11, 2001
    • 3 replies
    • 2k views
    • 
    • RLL
    • May 14, 2001

44. Where can I find a comprehensive reference on EOSPs?

    By Guest Paul Ferguson, May 11, 2001
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • May 12, 2001

45. Thank you RLL

    By smm, April 30, 2001
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • May 7, 2001

46. S Corporation ESOP Loan

    By Scott, May 2, 2001
    • 2 replies
    • 2k views
    • 
    • IRC401
    • May 5, 2001

47. 1042 Transaction: Failure to timely file Statement of Election

    By Guest John Nelson, April 26, 2001
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • April 27, 2001

48. ESOPs - Qualifed Rollovers?

    By Guest bogart126, April 25, 2001
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • April 25, 2001

49. What is the difference between and EIAP and an ESOP?

    By Guest death and taxes, April 22, 2001
    • 3 replies
    • 7.6k views
    • 
    • RLL
    • April 23, 2001

50. What is required and allowed when distributing company stock from an E

    By John A, April 17, 2001
    • 1 reply
    • 1.9k views
    • 
    • RLL
    • April 17, 2001