Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. 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
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   • Guest
   • April 12, 2001

2. Long term disability and ESOP distribution

   By Guest barebtm1, April 11, 2001
   • 2 replies
   • 3.7k views
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   • Guest
   • April 12, 2001

3. capitalize and buyout ESOP

   By eilano, April 10, 2001
   • 1 reply
   • 2k views
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   • RLL
   • April 10, 2001

4. 1042 recycling/fiduciary issues

   By Dawn Hafner, April 6, 2001
   • 2 replies
   • 1.9k views
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   • RLL
   • April 6, 2001

5. Bad ESOP loan

   By Dawn Hafner, April 6, 2001
   • 1 reply
   • 1.8k views
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   • RLL
   • April 6, 2001

6. Option to purchase from ESOP

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

7. Distribution of Cash or Stock / Rollover Issues

   By Guest Suanne, March 26, 2001
   • 1 reply
   • 1.5k views
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   • RLL
   • March 28, 2001

8. Eliminating Right to Employer Stock Distribution

   By Guest friedbrain, March 23, 2001
   • 1 reply
   • 2.2k views
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   • RLL
   • March 23, 2001

9. Foreign company stock

   By Guest friedbrain, March 22, 2001
   • 1 reply
   • 1.6k views
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   • QDROphile
   • March 23, 2001

10. Diversification Transfer to a 401(k) plan.

    By Guest, March 21, 2001
    • 1 reply
    • 2.2k views
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    • Guest
    • March 21, 2001

11. 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

12. What materials must be provided to a participant when pass-through vot

    By smm, March 16, 2001
    • 1 reply
    • 1.9k views
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    • RLL
    • March 17, 2001

13. Can ESOP/sponsoring employer jeopardize 1042 treatment?

    By Guest kredlin, March 14, 2001
    • 2 replies
    • 1.9k views
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    • RLL
    • March 17, 2001

14. Elimination of ESOP dividends invoke 411(d)(6)?

    By Guest RW, March 14, 2001
    • 1 reply
    • 1.8k views
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    • RLL
    • March 17, 2001

15. Cite for S-Corp Distributions to ESOP?

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

16. Terminating an ESOP (steps, statutes, regs)

    By Guest J K Perry, March 7, 2001
    • 2 replies
    • 3.1k views
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    • RLL
    • March 7, 2001

17. Voting rights and sale of stock

    By smm, March 6, 2001
    • 1 reply
    • 2.2k views
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    • RLL
    • March 6, 2001

18. ESOP Software

    By Guest EMozley, March 1, 2001
    • 1 reply
    • 2k views
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    • RLL
    • March 1, 2001

19. GE not an American corporation?

    By Guest Vladimir M, March 1, 2001
    • 0 replies
    • 1.6k views
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    • Guest
    • March 1, 2001

20. Need ESOP information

    By Guest D Crantz, February 20, 2001
    • 3 replies
    • 1.9k views
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    • Greg Judd
    • February 27, 2001

21. Multiple S-Corp's new ESOP

    By Guest Bob Lees, February 27, 2001
    • 1 reply
    • 1.6k views
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    • RLL
    • February 27, 2001

22. Leveraged ESOP with a mirror loan--Does the interest rate paid by the

    By Guest bobkovell, February 24, 2001
    • 5 replies
    • 5.5k views
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    • BeckyMiller
    • February 26, 2001

23. Can professional corporation adopt ESOP?

    By Guest John Nelson, February 20, 2001
    • 2 replies
    • 3.6k views
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    • RLL
    • February 21, 2001

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

    By smm, February 14, 2001
    • 5 replies
    • 1.4k views
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    • smm
    • February 14, 2001

25. ESOPs or not?

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

26. Are short term loans permissible in a leveraged ESOP?

    By Guest lawdawg, February 9, 2001
    • 2 replies
    • 1.8k views
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    • Guest
    • February 9, 2001

27. I work for a steel company that is close to filing chapter 7 bankruptc

    By Guest AmishKid, February 8, 2001
    • 2 replies
    • 1.9k views
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    • RLL
    • February 9, 2001

28. 404 Deduction Limits for ESOP & 401(k)

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

29. ESOP Administration Fees

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

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

    By Guest kredlin, February 5, 2001
    • 1 reply
    • 1.4k views
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    • RLL
    • February 7, 2001

31. I need help with the deduction limitations for ESOPS combined with a 4

    By Guest lawdawg, January 26, 2001
    • 3 replies
    • 1.6k views
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    • RLL
    • January 29, 2001

32. How to fix incorrect loan payments and share releases?

    By Guest TPH, December 28, 2000
    • 2 replies
    • 2.4k views
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    • Guest
    • January 26, 2001

33. ESOPs and buy-sell agreements

    By Guest JKemp, January 12, 2001
    • 1 reply
    • 2.7k views
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    • RLL
    • January 24, 2001

34. ESOP is our ONLY retirement plan? Is that crazy?

    By Guest jw112098, November 20, 2000
    • 10 replies
    • 3.8k views
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    • BeckyMiller
    • January 23, 2001

35. S_corps and ESOPs

    By Guest sampat, January 19, 2001
    • 3 replies
    • 1.9k views
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    • BeckyMiller
    • January 22, 2001

36. ESOP has not complied with Diversification Requirements.

    By Guest pension guru wannabe, January 20, 2001
    • 1 reply
    • 1.7k views
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    • BeckyMiller
    • January 22, 2001

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

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

38. Definition of qualifying employer securities for a 401(k) plan

    By Guest Anna Torti, January 4, 2001
    • 0 replies
    • 2.7k views
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    • Guest
    • January 4, 2001

39. Sub S conversion and built-in gains tax

    By Guest nader12, November 3, 2000
    • 5 replies
    • 2.5k views
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    • Guest
    • January 3, 2001

40. Sec. 1042 and ESOP Stock allocations

    By Guest DDB, January 2, 2001
    • 1 reply
    • 1.6k views
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    • RLL
    • January 2, 2001

41. ESOP Notes: how does one buy them?

    By Guest Vladimir M, December 26, 2000
    • 3 replies
    • 2.8k views
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    • Guest
    • January 2, 2001

42. 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
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    • RLL
    • December 30, 2000

43. Stock Bonus Plan- reallocation of employer securities

    By Guest zvillacorta, December 27, 2000
    • 1 reply
    • 1.6k views
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    • RLL
    • December 28, 2000

44. ESOP - IRS filing requirements upon purchase of Company stock

    By Guest Gibson, December 27, 2000
    • 1 reply
    • 2.7k views
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    • RLL
    • December 28, 2000

45. Does a plan cease to be an ESOP when only 50% of its assets are invest

    By Guest Fred Benefits, December 23, 2000
    • 3 replies
    • 2k views
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    • RLL
    • December 26, 2000

46. ESOP owns 96% of company's stock; individual who owns the other 4% is

    By stephen, November 30, 2000
    • 4 replies
    • 2.2k views
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    • BeckyMiller
    • December 19, 2000

47. ESOP note matures and employer wants a new loan?

    By Guest Bristol, December 11, 2000
    • 1 reply
    • 1.6k views
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    • RLL
    • December 11, 2000

48. 1042 election with a twist

    By Guest BTCISP1969, December 9, 2000
    • 1 reply
    • 1.5k views
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    • RLL
    • December 9, 2000

49. Comments on Termination of ESOP at one price and subsequent stock subs

    By Guest Jim Vogl, December 6, 2000
    • 1 reply
    • 1.8k views
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    • RLL
    • December 6, 2000

50. 401kSOP for an S corporation

    By Guest amvienna, November 30, 2000
    • 4 replies
    • 2.3k views
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    • RLL
    • December 5, 2000