Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. 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

2. 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

3. 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

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

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

5. 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

6. 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

7. Voting rights and sale of stock

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

8. ESOP Software

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

9. 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

10. Back up withholding on pass through dividends

    By Guest P A Weick, February 28, 2001
    • 2 replies
    • 3.7k views
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    • Guest
    • November 28, 2006

11. 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

12. 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

13. Need ESOP information

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

14. 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

15. 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

16. ESOPs or not?

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

17. 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

18. 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

19. 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

20. 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

21. ESOP Administration Fees

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

22. 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

23. 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

24. S_corps and ESOPs

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

25. ESOPs and buy-sell agreements

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

26. 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

27. 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

28. 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

29. 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

30. 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

31. Suspicious about BIG loss in value

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

32. 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

33. 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

34. 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

35. 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

36. 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

37. 1042 election with a twist

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

38. 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

39. ESOP used as part of floor offset

    By nancy, December 5, 2000
    • 0 replies
    • 1.9k views
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    • nancy
    • December 5, 2000

40. 401kSOP for an S corporation

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

41. 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

42. OK to provide for reversion of voting rights to employer (lender) upon

    By smm, November 29, 2000
    • 9 replies
    • 2.1k views
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    • Kirk Maldonado
    • November 30, 2000

43. Transfer of Company to ESOP

    By Guest svatty, November 27, 2000
    • 1 reply
    • 1.6k views
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    • RLL
    • November 29, 2000

44. 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

45. 5000 and 5309 Timing Requirements.

    By Guest Babs, November 19, 2000
    • 1 reply
    • 1.5k views
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    • RLL
    • November 19, 2000

46. Esot distribution withholding question

    By Guest ElizabethH, November 15, 2000
    • 1 reply
    • 1.8k views
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    • RLL
    • November 15, 2000

47. Converting or adding an ESOP provision to a 401(k) plan to provide EE

    By Guest Jim Jesikiewicz, November 7, 2000
    • 1 reply
    • 1.3k views
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    • RLL
    • November 7, 2000

48. If an ESOP allows stock and cash in the same participant account, can

    By Guest EddieESOP, November 4, 2000
    • 5 replies
    • 1.9k views
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    • Kirk Maldonado
    • November 14, 2000

49. 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

50. Put to ESOP in addition to Employer

    By smm, November 2, 2000
    • 2 replies
    • 1.5k views
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    • Guest
    • November 3, 2000