Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. How to allocate earnings?

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

2. Thank you RLL

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

3. How are excercised ISOs taxed?

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

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

   By Griswold, May 19, 2016
   • 2 replies
   • 1.4k views
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   • Griswold
   • May 20, 2016

5. 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

6. 409(p)(4)(D) Attribution in S Corp. ESOP

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

7. Second half of ESOP not paid

   By Joe010284, May 9, 2019
   • 3 replies
   • 1.4k views
   • 
   • rr_sphr
   • May 10, 2019

8. Revised Form 5309

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

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

   By Guest SCUDDESLER, September 30, 2003
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • September 30, 2003

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

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

11. Relius ESOP Users

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

12. 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

13. Debt buyout of conpany with ESOP

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

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

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

15. Loan payment limitations

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

16. Looking for a stock valuation company

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

17. 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
    • 
    • Jilliandiz
    • December 12, 2003

18. ESOP Stock Evaluations vs Other Shareholder Market Value

    By PanamaJack, May 24, 2024
    • 2 replies
    • 1.4k views
    • 
    • MBESQ
    • May 25, 2024

19. 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

20. Not Enough Cash in ESOP

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

21. 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

22. ESOP Combo Distribution

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

23. 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

24. ESOPs, Restricted Stock & Stock Option

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

25. 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

26. 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

27. "Designed to invest primarily"

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

28. what are DASOPS?

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

29. Vesting

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

30. missed distribution

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

31. Beneficiary

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

32. Valuation of Stock on Default of Loan

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

33. DOL ruling re lender and ESOP trustee?

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

34. Distribution Deferral

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

35. Who is a family member?

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

36. Diversification Requirement

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

37. ESOP Learning/Guides

    By Angershark, August 22, 2024
    • 7 replies
    • 1.4k views
    • 
    • Bob the Swimmer
    • August 25, 2024

38. Repurchase of ESOP shares

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

39. where has RLL been lately?

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

40. ESOP Cash-Outs

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

41. ESOP Stock

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

42. ESOP Summary

    By Guest Jose Rosario, May 20, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 21, 2003

43. Participant Info Request

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

44. Company sold 2 years ago

    By Guest golf4food, May 13, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 14, 2009

45. Comprehensive checklist for reviewing esop clients

    By Tax Cowboy, June 9, 2023
    • 5 replies
    • 1.4k views
    • 
    • Tax Cowboy
    • June 14, 2023

46. Binding Sale Contracts and Control Premiums

    By Guest kbutcher, June 14, 2000
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • June 14, 2000

47. How are Prohibited Transactions unwound?

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

48. voting rights

    By Guest Taxman, March 4, 2004
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • March 4, 2004

49. Can a sponsor of an ESOP hold contributions as cash?

    By Guest jhilliard, October 27, 2003
    • 1 reply
    • 1.4k views
    • 
    • TCWalker
    • October 27, 2003

50. Esops and S-Corps

    By bzorc, October 2, 2002
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • October 6, 2002