Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. reporting dividend distribution to S-Shareholders

   By k man, August 15, 2005
   • 2 replies
   • 1.7k views
   • 
   • BeckyMiller
   • September 1, 2005

2. Reporting NUA to NRA

   By Tegernsee, May 6, 2021
   • 4 replies
   • 1.3k views
   • 
   • Degrand
   • May 14, 2021

3. Repurchase ESOP stock into Treasury

   By Guest jeffline, October 29, 2002
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • October 29, 2002

4. Repurchase for terminees - running out of cash

   By Guest John Sample, September 21, 2000
   • 6 replies
   • 3k views
   • 
   • RLL
   • May 14, 2001

5. Repurchase of employer stock by company from accounts of non-officers where value of employer stock is decreasing

   By Guest svogelwsm, November 23, 2004
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • November 23, 2004

6. Repurchase of ESOP shares

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

7. Repurchase of ESOP stock at Plan Termination

   By TPATC, April 19, 2018   

   • esop
   • stock
   • 1 reply
   • 717 views
   • 
   • JRN
   • April 20, 2018

8. Repurchase of stock

   By Guest Karen M, September 14, 2006
   • 4 replies
   • 2.7k views
   • 
   • stephen
   • September 15, 2006

9. Required tax payments for fiscal year S Corporation ESOP

   By Guest ladycpa2, March 8, 2007
   • 3 replies
   • 3.8k views
   • 
   • Guest
   • March 15, 2007

10. 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

11. Requirement to apply for ESOP Plan document determination letter from IRS

    By Tax Cowboy, May 28, 2019
    • 6 replies
    • 1.8k views
    • 
    • ESOP Guy
    • June 3, 2019

12. Retirement Distribution

    By Guest dokc, December 29, 2003
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • December 30, 2003

13. Retiring - Are ESOP shares undervalued?

    By I need help, September 24, 2019   

    • esop
    • valuation
    • (and 1 more)

      Tagged with:

      • esop
      • valuation
      • fiduciary
    • 10 replies
    • 2.1k views
    • 
    • Luke Bailey
    • September 25, 2019

14. Retiring shares

    By Belgarath, December 12, 2022
    • 5 replies
    • 1.6k views
    • 
    • Belgarath
    • December 13, 2022

15. Return of Capital Dividend - Pass Through Dividend Plan

    By Buckwheat29, August 8, 2024
    • 2 replies
    • 887 views
    • 
    • MBESQ
    • August 15, 2024

16. Revenue Procedure 2002-38

    By stephen, September 11, 2002
    • 2 replies
    • 2.1k views
    • 
    • stephen
    • April 10, 2003

17. Revenue Ruling 2003-27

    By Guest erisaauditor, October 6, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 6, 2009

18. Revised Form 5309

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

19. Revisiting: Are ESOP Determination Letters accepted by the IRS at this time? Required?

    By Tax Cowboy, March 13, 2021
    • 1 reply
    • 707 views
    • 
    • JHawk
    • April 13, 2021

20. Right to Demand Distribution in Stock

    By Scott, September 8, 1999
    • 1 reply
    • 2.2k views
    • 
    • RLL
    • September 8, 1999

21. Right to Demand Distribution of Stock in a KSOP

    By Scott, February 1, 2011
    • 0 replies
    • 1.2k views
    • 
    • Scott
    • February 1, 2011

22. Right to demand employer securities

    By Guest GBMcGrath, April 6, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • April 6, 1999

23. Rollover into 401k

    By coleboy, September 9, 2016
    • 5 replies
    • 6.3k views
    • 
    • QDROphile
    • September 9, 2016

24. Rollover of proceeds of mandatory put

    By Guest tmills, January 23, 2009
    • 6 replies
    • 3.7k views
    • 
    • QDROphile
    • January 31, 2009

25. Rollovers and TAM 200841042

    By KJohnson, April 15, 2009
    • 0 replies
    • 2k views
    • 
    • KJohnson
    • April 15, 2009

26. Rollovers of distributions from ESOPs?

    By Guest MikeD, August 10, 2007
    • 3 replies
    • 2.5k views
    • 
    • RLL
    • August 16, 2007

27. Roth Transfer...

    By TPS, January 14, 2014
    • 3 replies
    • 3.1k views
    • 
    • ESOP Guy
    • January 15, 2014

28. RSUs and stock counting

    By Guest elmo27, October 21, 2011
    • 3 replies
    • 1.2k views
    • 
    • jpod
    • October 21, 2011

29. Rules governing timing of ESOP contributions

    By Guest Daniel Fisher, May 22, 2000
    • 1 reply
    • 2.6k views
    • 
    • RLL
    • May 23, 2000

30. Running ESOP admin on Omni?

    By Guest DMZ, June 7, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 7, 2005

31. S corp

    By Guest gmann, April 3, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • April 21, 2003

32. S Corp and nonresident aliens

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

33. S corp conversion

    By waid10, February 2, 2004
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • February 2, 2004

34. S Corp distributions, share release and 415

    By Guest tmills, January 31, 2006
    • 1 reply
    • 2.5k views
    • 
    • stephen
    • February 1, 2006

35. S Corp Dividends / Loan / Debt Service

    By Guest EMC, December 13, 1999
    • 7 replies
    • 3.4k views
    • 
    • RLL
    • December 16, 1999

36. S Corp Dividends/ Allocation Formula

    By IRC401, October 29, 2001
    • 3 replies
    • 2.2k views
    • 
    • IRC401
    • November 1, 2001

37. S Corp Employer Deductions

    By Guest KLCarter, November 16, 2005
    • 1 reply
    • 2.4k views
    • 
    • stephen
    • November 16, 2005

38. s corp esop

    By Guest mbrand, May 24, 2005
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • May 26, 2005

39. S Corp ESOP

    By Lori H, November 12, 2007
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • November 20, 2007

40. S Corp ESOP

    By Guest Smokin, May 17, 2001
    • 5 replies
    • 1.9k views
    • 
    • RLL
    • May 23, 2001

41. S Corp ESOP and Pass-Through Voting

    By JWK, March 9, 2000
    • 4 replies
    • 3.4k views
    • 
    • Kirk Maldonado
    • March 9, 2000

42. S Corp ESOP w/ Non-Voting Stock

    By Alf, April 27, 2005
    • 6 replies
    • 5.5k views
    • 
    • RLL
    • April 29, 2005

43. S Corp Fiscal Year

    By Guest John Nelson, September 13, 2004
    • 6 replies
    • 3.6k views
    • 
    • Guest
    • September 17, 2004

44. S Corp Non-voting stock subject to diversification?

    By Guest ladycpa, June 28, 2005
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • July 6, 2005

45. S Corporation ESOP Loan

    By Scott, May 2, 2001
    • 2 replies
    • 1.9k views
    • 
    • IRC401
    • May 5, 2001

46. S to C Conversion and 1042 elections

    By Griswold, February 14, 2017   

    • esop
    • 1042
    • (and 1 more)

      Tagged with:

      • esop
      • 1042
      • s-corp
    • 2 replies
    • 1.5k views
    • 
    • BeckyMiller
    • April 3, 2017

47. S_corps and ESOPs

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

48. S-Corp & ESOP's

    By Guest Robert Lees, November 12, 1998
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • July 25, 2002

49. S-Corp and ESOP

    By Belgarath, January 31, 2007
    • 6 replies
    • 2.9k views
    • 
    • Belgarath
    • February 22, 2007

50. S-corp deductibility limits for an ESOP

    By Guest Jenifer, October 10, 2000
    • 2 replies
    • 1.5k views
    • 
    • RLL
    • October 29, 2000