Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Tax reporting on stock distribution with put option

   By Guest tmills, October 22, 2010
   • 6 replies
   • 5.1k views
   • 
   • ESOP Guy
   • March 7, 2011

2. S Corp and nonresident aliens

   By LIBERTYKID, August 20, 2009
   • 9 replies
   • 5k views
   • 
   • PensionPro
   • March 16, 2012

3. ESOP Conversion to Profit Sharing Plan and Cutback Questions

   By 7806akp, April 7, 2009
   • 3 replies
   • 5k views
   • 
   • RLL
   • April 15, 2009

4. valuation of closely held stock in ESOP

   By k man, November 25, 2003
   • 15 replies
   • 4.9k views
   • 
   • RLL
   • May 29, 2004

5. Dividends on unallocated shares

   By Guest JM123, November 20, 2013   

   • Not used to repay loan
   • 3 replies
   • 4.9k views
   • 
   • QDROphile
   • November 20, 2013

6. Distribution timing after termination of ESOP

   By Mumen-Rider, October 26, 2018
   • 10 replies
   • 4.9k views
   • 
   • Luke Bailey
   • November 8, 2018

7. ESOPs and Modified Endowment Contracts

   By billfgrady, February 24, 2006
   • 9 replies
   • 4.8k views
   • 
   • Guest
   • March 9, 2006

8. ESOP Cost Basis

   By 52626, May 19, 2015
   • 9 replies
   • 4.8k views
   • 
   • GMK
   • May 22, 2015

9. Board of Directors benefits

   By Guest jimmus, March 24, 2014
   • 10 replies
   • 4.8k views
   • 
   • Guest
   • March 27, 2014

10. Candaian EE in a US ESOP?

    By lexi, February 26, 2007
    • 6 replies
    • 4.7k views
    • 
    • RLL
    • September 2, 2008

11. Need help understanding allocation of shares of Company Stock

    By jkharvey, October 12, 2005
    • 11 replies
    • 4.7k views
    • 
    • BeckyMiller
    • April 9, 2007

12. Section 453 Installment Sale and 1042 Tax Free Rollover

    By Guest Babs, March 16, 2000
    • 1 reply
    • 4.7k views
    • 
    • RLL
    • March 16, 2000

13. Info on ESOP Investigation by DOL

    By Guest brettc, November 18, 2014   

    • ESOP DOL
    • 10 replies
    • 4.7k views
    • 
    • BeckyMiller
    • February 17, 2016

14. Esop distribution: termination/disability?

    By dlarae, January 6, 2018
    • 7 replies
    • 4.7k views
    • 
    • dlarae
    • January 9, 2018

15. ESOP may default on promissory note

    By Guest BJW, February 28, 2002
    • 9 replies
    • 4.7k views
    • 
    • RLL
    • August 7, 2003

16. ESOP termination and RMD

    By Guest BROKER10, July 12, 2013
    • 9 replies
    • 4.6k views
    • 
    • GMK
    • July 15, 2013

17. Suspicious about BIG loss in value

    By Guest Relsom, December 28, 2000
    • 11 replies
    • 4.6k views
    • 
    • RLL
    • August 9, 2001

18. Merging a 401(k) Plan and an ESOP

    By Guest smithee, March 13, 2001
    • 8 replies
    • 4.6k views
    • 
    • RLL
    • April 24, 2002

19. ESOP dividend pass-through for non-vested employees

    By Guest ds86, November 8, 2001
    • 6 replies
    • 4.5k views
    • 
    • Guest
    • November 8, 2001

20. Selling a company with a leveraged ESOP

    By Guest tfurlong, June 22, 2005
    • 7 replies
    • 4.5k views
    • 
    • RLL
    • June 24, 2005

21. sample financial statement for esop with 401k

    By Guest Lil Anderson, July 31, 2007
    • 0 replies
    • 4.4k views
    • 
    • Guest
    • July 31, 2007

22. Can I roll over any part of my esop to another tax qualified plan?

    By Guest insurerr, December 28, 2000
    • 3 replies
    • 4.4k views
    • 
    • RLL
    • December 30, 2000

23. Leased employees not allowed to participate in ESOP's?

    By Brenda Wren, October 23, 2008
    • 7 replies
    • 4.4k views
    • 
    • Just Me
    • January 5, 2009

24. Section 1042 prohibited allocations and "recycled" shares

    By Guest Doug Johnston, September 11, 2000
    • 13 replies
    • 4.3k views
    • 
    • RLL
    • October 29, 2000

25. Distributions where share price has dropped

    By Belgarath, August 20, 2012
    • 17 replies
    • 4.3k views
    • 
    • Belgarath
    • August 22, 2012

26. Questions to ask when terminating a non leveraged ESOP?

    By kwalified, October 21, 2014
    • 14 replies
    • 4.3k views
    • 
    • ESOP Guy
    • March 25, 2015

27. ESOP Distribution - terminated plan

    By Guest justbe, August 2, 2005
    • 3 replies
    • 4.3k views
    • 
    • BeckyMiller
    • August 13, 2005

28. Employee Stock Purchase Plans

    By Guest ladler, October 29, 2001
    • 7 replies
    • 4.3k views
    • 
    • david rigby
    • October 31, 2001

29. ESOP does not have cash to pay participants

    By Lori H, July 27, 2010
    • 15 replies
    • 4.2k views
    • 
    • Lori H
    • October 7, 2010

30. ESOP Administration Fees

    By Guest EddieESOP, February 2, 2001
    • 5 replies
    • 4.2k views
    • 
    • Kirk Maldonado
    • February 8, 2001

31. ESOP FORFEITURES

    By Guest thesop, November 4, 2006
    • 1 reply
    • 4.2k views
    • 
    • stephen
    • November 6, 2006

32. Proxy voting

    By Scuba 401, January 21, 2000
    • 3 replies
    • 4.2k views
    • 
    • Scuba 401
    • January 24, 2000

33. Publicly Traded?

    By Scott, August 7, 2000
    • 5 replies
    • 4.2k views
    • 
    • MBESQ
    • April 7, 2024

34. ISO, then divorce, then 1042?

    By KJohnson, February 5, 2004
    • 0 replies
    • 4.1k views
    • 
    • KJohnson
    • February 5, 2004

35. Breach of Esop Fiduciary Responsibility? I need some guidance.

    By Disgruntled, August 10, 2017   

    • breach
    • esop
    • (and 2 more)

      Tagged with:

      • breach
      • esop
      • fudciairy
      • responsability
    • 11 replies
    • 4.1k views
    • 
    • confused esop participant
    • August 22, 2024

36. Need ESOP plan Documents

    By Guest Babs, June 13, 1999
    • 7 replies
    • 4.1k views
    • 
    • Kirk Maldonado
    • June 29, 2005

37. Leveraged S-corp ESOP and 415

    By Brenda Wren, October 4, 2005
    • 7 replies
    • 4k views
    • 
    • stephen
    • October 6, 2005

38. Allocate k-1 income of S-corp to ESOP?

    By John A, September 27, 1999
    • 3 replies
    • 4k views
    • 
    • John A
    • September 29, 1999

39. 404 Deduction Limits for ESOP & 401(k)

    By Guest SDS, February 8, 2001
    • 1 reply
    • 4k views
    • 
    • RLL
    • February 9, 2001

40. ESOP RMD Question

    By tdslaw, July 23, 2018   

    • esop
    • rmd
    • (and 1 more)

      Tagged with:

      • esop
      • rmd
      • %5 owner
    • 4 replies
    • 4k views
    • 
    • justanotheradmin
    • July 23, 2018

41. PAYSOPS

    By Guest TAS17, January 17, 2000
    • 1 reply
    • 4k views
    • 
    • RLL
    • January 17, 2000

42. Installment Distributions from an ESOP

    By Trusty Trustee, May 11, 2020
    • 7 replies
    • 4k views
    • 
    • ESOP Guy
    • February 17, 2021

43. Anybody know of anything precedential re meaning of 10 years of partic

    By Dave Baker, January 8, 1999
    • 15 replies
    • 4k views
    • 
    • RLL
    • August 26, 2003

44. Required timing of transfer ESOP with 401k Provisions (KSOP) to ex-employees

    By Guest xtremehabits, November 2, 2006
    • 5 replies
    • 3.9k views
    • 
    • Guest
    • November 2, 2006

45. Coverage of leased/shared employees by an ESOP.

    By Guest JPCMPLS, January 26, 1999
    • 1 reply
    • 3.9k views
    • 
    • Linda Wilkins
    • August 31, 2017

46. ESOP floor price

    By Guest lolalin, May 23, 2003
    • 6 replies
    • 3.9k views
    • 
    • RLL
    • May 24, 2003

47. 100% ESOP - FBAR Filing

    By TPS, June 21, 2013
    • 3 replies
    • 3.9k views
    • 
    • TPS
    • June 28, 2013

48. ESOP purchase of another company

    By Guest beth beaube, July 27, 1999
    • 4 replies
    • 3.9k views
    • 
    • Guest
    • July 28, 1999

49. Securities law & registration exemptions - 1042 sales

    By Dawn Hafner, June 13, 2000
    • 16 replies
    • 3.9k views
    • 
    • RLL
    • June 15, 2000

50. Pros and Cons for S-Corp ESOP

    By kwalified, March 13, 2013
    • 9 replies
    • 3.9k views
    • 
    • ESOP Guy
    • March 18, 2013