Employee Stock Ownership Plans (ESOPs)

1,184 topics in this forum

1. Diversification and transfer to 401(k) plan - 1099R reporting

   By Guest CJDwyer, April 7, 2004
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • April 7, 2004

2. Cite for S-Corp Distributions to ESOP?

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

3. Controlled Group With S Corporations Deduction Limit

   By Guest danwintz, August 17, 2000
   • 1 reply
   • 1.4k views
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   • RLL
   • August 18, 2000

4. Prohibited Allocation?

   By stephen, March 10, 2004
   • 1 reply
   • 1.4k views
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   • BeckyMiller
   • March 12, 2004

5. Thank you RLL

   By smm, April 30, 2001
   • 1 reply
   • 1.4k views
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   • Kirk Maldonado
   • May 7, 2001

6. installment distributions

   By Guest JBeck, April 27, 2004
   • 2 replies
   • 1.4k views
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   • RLL
   • April 30, 2004

7. Trustee risks for an ESOP with Privately Held Stock?

   By Guest Rob Walter, February 14, 2000
   • 1 reply
   • 1.4k views
   • 
   • RLL
   • February 28, 2000

8. Employer stock in 401(k) Plan

   By Guest JBeck, February 10, 2004
   • 2 replies
   • 1.4k views
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   • Kirk Maldonado
   • February 10, 2004

9. How to allocate earnings?

   By jkharvey, August 26, 2005
   • 1 reply
   • 1.4k views
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   • stephen
   • August 29, 2005

10. ESOPs or not?

    By Guest atg, February 10, 2001
    • 1 reply
    • 1.4k views
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    • RLL
    • February 10, 2001

11. How are excercised ISOs taxed?

    By Guest cinder, February 24, 2000
    • 1 reply
    • 1.4k views
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    • Guest
    • February 24, 2000

12. Can you make a missed contribution for a plan year if the 5500 was already filed?

    By Jilliandiz, December 10, 2003
    • 8 replies
    • 1.4k views
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    • Jilliandiz
    • December 12, 2003

13. Reporting NUA to NRA

    By Tegernsee, May 6, 2021
    • 4 replies
    • 1.4k views
    • 
    • Degrand
    • May 14, 2021

14. missed distribution

    By Lori H, August 15, 2014
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 11, 2014

15. Looking for a stock valuation company

    By Guest janhubber, March 16, 2006
    • 1 reply
    • 1.4k views
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    • RLL
    • March 16, 2006

16. Stock value is $0, can shares be redeemed for $500 without discrimination?

    By Guest crosseyetester, February 5, 2007
    • 2 replies
    • 1.4k views
    • 
    • namealreadyinuse
    • February 6, 2007

17. Relius ESOP Users

    By Dawn Hafner, July 30, 2002
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • August 7, 2002

18. Can sharholder receive allocation in separate Profit Sharing Plan

    By Guest Bob Lees, May 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • May 10, 2002

19. cashless opyion provision in a stock option agreement of a publicly tr

    By Guest WORLD_B, March 19, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 19, 2001

20. Revised Form 5309

    By Guest tcroscut, February 21, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 21, 2005

21. Debt buyout of conpany with ESOP

    By Guest lostinfargo, March 7, 2010
    • 1 reply
    • 1.4k views
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    • Marcus R Piquet
    • June 7, 2010

22. 409(p)(4)(D) Attribution in S Corp. ESOP

    By Guest TAG, October 17, 2003
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • October 31, 2003

23. ESOP Combo Distribution

    By Guest ArrowMatt, May 30, 2003
    • 3 replies
    • 1.4k views
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    • Guest
    • May 30, 2003

24. "Designed to invest primarily"

    By Guest gaham, February 7, 2003
    • 3 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • February 8, 2003

25. Convert Former Participant's Accounts to Cash / Stock buy-back

    By Guest DDahl, July 22, 2008
    • 2 replies
    • 1.4k views
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    • Guest
    • July 22, 2008

26. Disqualified persons and family members for 409(p) testing

    By Belgarath, August 15, 2022
    • 3 replies
    • 1.4k views
    • 
    • ESOP Guy
    • August 15, 2022

27. What is the proper way to value allocated stock in an ESOP when you ar

    By Guest chambeao, April 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 12, 2001

28. Would a restricted stk plan allow exec not pay tax at time of grant bu

    By Guest winmac, January 6, 2000
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • January 8, 2000

29. Loan payment limitations

    By Guest tmills, April 25, 2006
    • 1 reply
    • 1.4k views
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    • BeckyMiller
    • April 26, 2006

30. ESOPs, Restricted Stock & Stock Option

    By Guest ubpMR, June 20, 2002
    • 2 replies
    • 1.4k views
    • 
    • pjkoehler
    • June 21, 2002

31. Date of Termination as it effects employee distribution rights

    By Guest KFN 13, June 10, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 10, 2000

32. Not Enough Cash in ESOP

    By Guest padmin, December 1, 2004
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • December 1, 2004

33. Paying the valuation fee from the dividend prior to allocation

    By Guest tas, November 23, 2004
    • 2 replies
    • 1.4k views
    • 
    • BeckyMiller
    • November 24, 2004

34. How are Prohibited Transactions unwound?

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

35. 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

36. what are DASOPS?

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

37. Vesting

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

38. Distribution Deferral

    By Guest GaryBlank, June 17, 2008
    • 0 replies
    • 1.4k views
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    • Guest
    • June 17, 2008

39. DOL ruling re lender and ESOP trustee?

    By Guest TaxedToDeath, December 12, 2013
    • 1 reply
    • 1.4k views
    • 
    • Peter Gulia
    • December 13, 2013

40. Beneficiary

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

41. Valuation of Stock on Default of Loan

    By Guest ptpnthr, January 20, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 21, 2000

42. ESOP Cash-Outs

    By ERISA25, December 8, 2011
    • 0 replies
    • 1.4k views
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    • ERISA25
    • December 8, 2011

43. Y/E Valution of Stock held by ESOP and earmarked cash reserves

    By Tax Cowboy, May 21, 2020   

    • esop
    • valuation
    • 9 replies
    • 1.4k views
    • 
    • Tax Cowboy
    • June 24, 2020

44. Diversification Requirement

    By RLL, March 2, 2000
    • 1 reply
    • 1.4k views
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    • Guest
    • March 2, 2000

45. Repurchase of ESOP shares

    By Richard Anderson, October 3, 2000
    • 0 replies
    • 1.4k views
    • 
    • Richard Anderson
    • October 3, 2000

46. Who is a family member?

    By Lori Foresz, June 2, 2006
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • June 2, 2006

47. where has RLL been lately?

    By Guest svatty, July 31, 2004
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • August 3, 2004

48. Adopting ESOP as of 12/31/23

    By RetirementPlanTPA, February 15, 2024
    • 5 replies
    • 1.4k views
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    • JRN
    • February 19, 2024

49. ESOP Stock

    By Guest Karen Givens, July 19, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 19, 2002

50. Participant Info Request

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