Employee Stock Ownership Plans (ESOPs)

1,186 topics in this forum

1. Esop that sold all shares of stock

   By Guest Toni Jo, April 17, 2001
   • 1 reply
   • 1.6k views
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   • RLL
   • April 17, 2001

2. IS 1042 ESOP rollover treatment available to a C Corpoation that owns

   By Guest NPaleveda, April 1, 2001
   • 9 replies
   • 2.2k views
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   • Guest
   • April 13, 2001

3. ESOP vs. stock options?

   By Guest Lisssi, April 12, 2001
   • 1 reply
   • 2.4k views
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   • BeckyMiller
   • April 12, 2001

4. 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

5. Long term disability and ESOP distribution

   By Guest barebtm1, April 11, 2001
   • 2 replies
   • 3.9k views
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   • Guest
   • April 12, 2001

6. capitalize and buyout ESOP

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

7. 1042 recycling/fiduciary issues

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

8. Bad ESOP loan

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

9. Option to purchase from ESOP

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

10. 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

11. Eliminating Right to Employer Stock Distribution

    By Guest friedbrain, March 23, 2001
    • 1 reply
    • 2.3k views
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    • RLL
    • March 23, 2001

12. Foreign company stock

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

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

    By Guest, March 21, 2001
    • 1 reply
    • 2.3k views
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    • Guest
    • March 21, 2001

14. 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

15. 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

16. 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

17. 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

18. Cite for S-Corp Distributions to ESOP?

    By Guest boberlander, March 8, 2001
    • 1 reply
    • 1.5k views
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    • RLL
    • March 9, 2001

19. 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

20. Voting rights and sale of stock

    By smm, March 6, 2001
    • 1 reply
    • 2.3k views
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    • RLL
    • March 6, 2001

21. ESOP Software

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

22. 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

23. Need ESOP information

    By Guest D Crantz, February 20, 2001
    • 3 replies
    • 2k views
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    • Greg Judd
    • February 27, 2001

24. 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

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

    By Guest bobkovell, February 24, 2001
    • 5 replies
    • 5.8k views
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    • BeckyMiller
    • February 26, 2001

26. Can professional corporation adopt ESOP?

    By Guest John Nelson, February 20, 2001
    • 2 replies
    • 3.7k views
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    • RLL
    • February 21, 2001

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

    By smm, February 14, 2001
    • 5 replies
    • 1.5k views
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    • smm
    • February 14, 2001

28. ESOPs or not?

    By Guest atg, February 10, 2001
    • 1 reply
    • 1.5k views
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    • RLL
    • February 10, 2001

29. 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

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

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

31. 404 Deduction Limits for ESOP & 401(k)

    By Guest SDS, February 8, 2001
    • 1 reply
    • 4.2k views
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    • RLL
    • February 9, 2001

32. ESOP Administration Fees

    By Guest EddieESOP, February 2, 2001
    • 5 replies
    • 4.5k views
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    • Kirk Maldonado
    • February 8, 2001

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

    By Guest kredlin, February 5, 2001
    • 1 reply
    • 1.5k views
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    • RLL
    • February 7, 2001

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

    By Guest lawdawg, January 26, 2001
    • 3 replies
    • 1.7k views
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    • RLL
    • January 29, 2001

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

    By Guest TPH, December 28, 2000
    • 2 replies
    • 2.5k views
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    • Guest
    • January 26, 2001

36. ESOPs and buy-sell agreements

    By Guest JKemp, January 12, 2001
    • 1 reply
    • 2.8k views
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    • RLL
    • January 24, 2001

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

    By Guest jw112098, November 20, 2000
    • 10 replies
    • 4.2k views
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    • BeckyMiller
    • January 23, 2001

38. S_corps and ESOPs

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

39. ESOP has not complied with Diversification Requirements.

    By Guest pension guru wannabe, January 20, 2001
    • 1 reply
    • 1.8k views
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    • BeckyMiller
    • January 22, 2001

40. 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

41. 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

42. Sub S conversion and built-in gains tax

    By Guest nader12, November 3, 2000
    • 5 replies
    • 2.7k views
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    • Guest
    • January 3, 2001

43. 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

44. ESOP Notes: how does one buy them?

    By Guest Vladimir M, December 26, 2000
    • 3 replies
    • 2.9k views
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    • Guest
    • January 2, 2001

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

    By Guest insurerr, December 28, 2000
    • 3 replies
    • 4.5k views
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    • RLL
    • December 30, 2000

46. 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

47. 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

48. 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
    • 2.1k views
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    • RLL
    • December 26, 2000

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

    By stephen, November 30, 2000
    • 4 replies
    • 2.5k views
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    • BeckyMiller
    • December 19, 2000

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

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