Employee Stock Ownership Plans (ESOPs)

1,184 topics in this forum

1. Adopting ESOP as of 12/31/23

   By RetirementPlanTPA, February 15, 2024
   • 5 replies
   • 1.4k views
   • 
   • JRN
   • February 19, 2024

2. Leveraged ESOP establishes loan on last day of plan year

   By Guest pensionadmin, August 26, 2002
   • 4 replies
   • 1.4k views
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   • Guest
   • August 29, 2002

3. Binding Sale Contracts and Control Premiums

   By Guest kbutcher, June 14, 2000
   • 1 reply
   • 1.4k views
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   • RLL
   • June 14, 2000

4. ESOP Summary

   By Guest Jose Rosario, May 20, 2003
   • 2 replies
   • 1.4k views
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   • Guest
   • May 21, 2003

5. voting rights

   By Guest Taxman, March 4, 2004
   • 1 reply
   • 1.4k views
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   • RLL
   • March 4, 2004

6. Stock Bonus ---> ESOP

   By Guest jmlumpkin, April 23, 2004
   • 1 reply
   • 1.4k views
   • 
   • RLL
   • April 28, 2004

7. DOL/EBSA investigation SOL

   By Tax Cowboy, August 17, 2022
   • 4 replies
   • 1.4k views
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   • Tax Cowboy
   • August 18, 2022

8. Can a sponsor of an ESOP hold contributions as cash?

   By Guest jhilliard, October 27, 2003
   • 1 reply
   • 1.4k views
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   • TCWalker
   • October 27, 2003

9. Esops and S-Corps

   By bzorc, October 2, 2002
   • 1 reply
   • 1.4k views
   • 
   • Kirk Maldonado
   • October 6, 2002

10. ESOP purchases

    By Guest susa, October 10, 2002
    • 3 replies
    • 1.4k views
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    • Kirk Maldonado
    • October 21, 2002

11. ESOP's - Relius Users

    By Guest mspencer, February 11, 2004
    • 2 replies
    • 1.4k views
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    • Guest
    • March 10, 2004

12. Employer Penalties

    By Guest cnelson4780, January 21, 2008
    • 2 replies
    • 1.4k views
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    • J Simmons
    • January 21, 2008

13. (2 Questions) Receivable-all interest ?/ Cash contrib for Distributions ?

    By Guest Deanna Mosier, November 11, 2004
    • 1 reply
    • 1.4k views
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    • stephen
    • November 11, 2004

14. 409(p) and 4979A - a question

    By Guest MikeD, June 1, 2004
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • June 9, 2004

15. Fair Market Value for Selling Trustee

    By Guest jvgatty, April 24, 2014
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 24, 2014

16. Re-Allocation of Terminated/Paid Participant's Shares

    By Guest Judy D, June 27, 2000
    • 2 replies
    • 1.4k views
    • 
    • RLL
    • June 28, 2000

17. Profit Sharing plan

    By Juicebox, May 29, 2018
    • 6 replies
    • 1.4k views
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    • MargeM
    • May 30, 2018

18. What responsibility doest he business have to ESOP members?

    By Guest stockholder, February 19, 2002
    • 2 replies
    • 1.4k views
    • 
    • RLL
    • February 19, 2002

19. Interest on loan for leverated ESOP exceeds note P&I amount

    By Guest GS1100, June 20, 2002
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • June 20, 2002

20. Delays in GUST determination letters on combined money purchase stock

    By KJohnson, February 5, 2003
    • 1 reply
    • 1.4k views
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    • QDROphile
    • February 6, 2003

21. LLP and 1042

    By Darren G, September 29, 2020
    • 3 replies
    • 1.4k views
    • 
    • MBESQ
    • April 12, 2021

22. ESOP Cash to 401(k)

    By everybodylovescrayon, July 22, 2016
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • July 22, 2016

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

    By Guest Jim Jesikiewicz, November 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • November 7, 2000

24. Rabbi Trust and 1042

    By Guest attypa, January 24, 2003
    • 3 replies
    • 1.4k views
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    • Kirk Maldonado
    • January 27, 2003

25. DOL audit ESOP - IDR Response

    By Tax Cowboy, March 5, 2020   

    • esop
    • dol audits
    • 3 replies
    • 1.4k views
    • 
    • ESOP Guy
    • March 6, 2020

26. Distribution to Retiree in Leveraged ESOP

    By nancy, June 15, 2004
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • July 8, 2004

27. ESOP/PT Qt.

    By Guest mab, November 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 8, 2002

28. Reallocation of Shares During 5-Year Break in Service Period

    By Rafael, July 6, 2018   

    • break in service
    • forfeiture
    • (and 2 more)

      Tagged with:

      • break in service
      • forfeiture
      • reallocation
      • stock
    • 1 reply
    • 1.3k views
    • 
    • ESOP Guy
    • July 6, 2018

29. the ESOP Trust...sry new to this

    By Guest cnelson4780, January 21, 2008
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • January 22, 2008

30. Employee Stock Purchase Plan

    By Randy Watson, August 25, 2011
    • 0 replies
    • 1.3k views
    • 
    • Randy Watson
    • August 25, 2011

31. Terminating an ESOP (small amounts)

    By Guest Maxwell, July 1, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 1, 2002

32. Abusive S-corp ESOP?

    By Brenda Wren, May 16, 2003
    • 2 replies
    • 1.3k views
    • 
    • RLL
    • May 21, 2003

33. ESOP with no ER stock?

    By Lori Foresz, March 19, 2004
    • 0 replies
    • 1.3k views
    • 
    • Lori Foresz
    • March 19, 2004

34. Participants Right to Demand Stock

    By Guest T-BONE, October 31, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 31, 2002

35. ESOP Dividend Distribution

    By Guest kappel98, April 2, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 2, 2003

36. Semi-annual allocation periods

    By John Feldt ERPA CPC QPA, May 14, 2009
    • 0 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 14, 2009

37. Conversion of Stock Bonus to ESOP

    By Guest jmlumpkin, June 21, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 21, 2004

38. ESOP Rights - Private Company Issues New Shares at Discount from Appraisal

    By Guest 3.141592653, September 8, 2011
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 8, 2011

39. Tax implications on a Stock Option Exercise

    By Guest ArrowMatt, September 3, 2002
    • 1 reply
    • 1.3k views
    • 
    • Kirk Maldonado
    • September 4, 2002

40. Vesting after a Break In Service

    By Lori H, May 18, 2012
    • 2 replies
    • 1.3k views
    • 
    • Lori H
    • June 11, 2012

41. ESOP Discrimination

    By Guest cisi, July 1, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 1, 2010

42. Employee Stock Purchase Plan

    By Guest benefitsanalyst, August 28, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 28, 2001

43. Employees Paying Cost of an ESOP

    By Guest CudaLarry, March 11, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 11, 2008

44. SAR Program - How much is too much?

    By Esop2, September 3, 2018
    • 6 replies
    • 1.3k views
    • 
    • Esop2
    • September 5, 2018

45. Our family is in a corner

    By Emperor Duncan, August 5, 2024
    • 6 replies
    • 1.3k views
    • 
    • Emperor Duncan
    • August 5, 2024

46. Schedule E and securities acquisition loan question

    By Guest DBolling, May 7, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 7, 2002

47. 409(p) - first year and subsequent year issues

    By Belgarath, May 15, 2014
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • May 27, 2014

48. ESOP seminars for attorneys?

    By Guest mab, January 31, 2003
    • 2 replies
    • 1.3k views
    • 
    • RLL
    • January 31, 2003

49. Change in ESOP Distribution Schedule for Participant in Pay Status

    By ERISA-Bubs, March 19, 2018
    • 1 reply
    • 1.3k views
    • 
    • ESOP Guy
    • March 19, 2018

50. ESOPs - stock value and insurance

    By eilano, May 29, 2002
    • 1 reply
    • 1.3k views
    • 
    • RLL
    • May 29, 2002