Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Rules governing timing of ESOP contributions

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

2. Allocation of 1042 Shares

   By Guest John Nelson, May 19, 2000
   • 1 reply
   • 1.7k views
   • 
   • RLL
   • May 21, 2000

3. Amsted ESOP distribution changes. Can thay do this to us? Thousands of

   By Guest grimmace, April 30, 2000
   • 6 replies
   • 5.9k views
   • 
   • IRC401
   • May 18, 2000

4. 1042 Exchange for Shareholders of a Target Corporation

   By RLL, May 15, 2000
   • 2 replies
   • 2.7k views
   • 
   • Kirk Maldonado
   • May 15, 2000

5. trustee/lender same bank

   By Dawn Hafner, May 2, 2000
   • 2 replies
   • 1.6k views
   • 
   • RLL
   • May 8, 2000

6. looking for trustee for closely-held ESOP

   By EGB, March 6, 2000
   • 7 replies
   • 1.6k views
   • 
   • RLL
   • May 8, 2000

7. Termination of Leveraged ESOP before the loan is paid off.

   By Tot, April 27, 2000
   • 15 replies
   • 8.8k views
   • 
   • Kirk Maldonado
   • May 2, 2000

8. 401(k) Plan "spin-off" to facilitate ESOP

   By Guest Doug Johnston, April 27, 2000
   • 7 replies
   • 2.8k views
   • 
   • IRC401
   • April 30, 2000

9. Does years of credited service equal years of participation for divers

   By Guest DDB, April 21, 2000
   • 1 reply
   • 1.7k views
   • 
   • RLL
   • April 22, 2000

10. Partial ESOP Distributions

    By Guest Melissa Bale, April 12, 2000
    • 4 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • April 12, 2000

11. Looking for a Model KSOP document

    By Guest EMC, March 28, 2000
    • 5 replies
    • 2.1k views
    • 
    • RLL
    • April 12, 2000

12. Dividends included in annual additions?

    By RLL, April 12, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • April 12, 2000

13. May the second put period valuation be waived?

    By Guest HIPAAdrome, April 10, 2000
    • 3 replies
    • 1.6k views
    • 
    • RLL
    • April 11, 2000

14. Employee Selling ESPP Stock.

    By Guest Scott Damschroder, March 20, 2000
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 20, 2000

15. Section 453 Installment Sale and 1042 Tax Free Rollover

    By Guest Babs, March 16, 2000
    • 1 reply
    • 4.7k views
    • 
    • RLL
    • March 16, 2000

16. Can't Pay the Put

    By Hoard1, March 9, 2000
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • March 10, 2000

17. S Corp ESOP and Pass-Through Voting

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

18. Participant pass-through voting rights can change after loan is paid o

    By Guest LDH1, March 7, 2000
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • March 8, 2000

19. Former Employees Leaving Accounts in ESOP / Stock Buyback

    By Guest EMC, March 5, 2000
    • 4 replies
    • 2.6k views
    • 
    • RLL
    • March 8, 2000

20. ESOP Transaction Effective DateClosing Date differences.

    By Guest Mr. Joseph, March 2, 2000
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • March 2, 2000

21. Diversification Requirement

    By RLL, March 2, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 2, 2000

22. Payment of Encumbered Stock

    By nancy, March 1, 2000
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • March 1, 2000

23. Voting ESOP Stock

    By Guest svatty, February 29, 2000
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • February 29, 2000

24. ESOP Contributions After Year end (Part 2)

    By Guest AG, February 11, 2000
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • February 28, 2000

25. ESOP Contributions after year end

    By Guest AG, February 5, 2000
    • 3 replies
    • 2.1k views
    • 
    • RLL
    • February 28, 2000

26. Stock Valuation and ESOP Participants

    By Guest Letocha, February 12, 2000
    • 1 reply
    • 2.1k views
    • 
    • RLL
    • February 28, 2000

27. Adequate Consideration proposed regulations -- were they withdrawn

    By Guest Matthew Newman, January 27, 2000
    • 5 replies
    • 2.7k views
    • 
    • RLL
    • February 28, 2000

28. Trustee risks for an ESOP with Privately Held Stock?

    By Guest Rob Walter, February 14, 2000
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • February 28, 2000

29. ESOP DISTRIBUTION 1099-R OR 1099-INT?

    By Guest LAURIE IBARRA, February 15, 2000
    • 1 reply
    • 2.6k views
    • 
    • RLL
    • February 28, 2000

30. ESOP loans and 1099s

    By Guest, February 25, 2000
    • 3 replies
    • 2k views
    • 
    • RLL
    • February 28, 2000

31. How are excercised ISOs taxed?

    By Guest cinder, February 24, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 24, 2000

32. Non-publicly traded company converting to public company

    By Guest RMM, February 4, 2000
    • 3 replies
    • 2k views
    • 
    • RLL
    • February 8, 2000

33. "keyman" life insurance held by ESOP Trust

    By Guest svatty, February 2, 2000
    • 2 replies
    • 2.7k views
    • 
    • Kirk Maldonado
    • February 2, 2000

34. company has esop - wants to grant stock options to key employees - are

    By EGB, January 24, 2000
    • 4 replies
    • 1.9k views
    • 
    • EGB
    • January 27, 2000

35. Use of cash in ESOP trust

    By Guest svatty, January 27, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 27, 2000

36. Proxy voting

    By Scuba 401, January 21, 2000
    • 3 replies
    • 4.2k views
    • 
    • Scuba 401
    • January 24, 2000

37. 415 Leveraged ESOP

    By Guest AG, January 22, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 22, 2000

38. 415 Calculation in Leveraged ESOP

    By Guest AG, January 22, 2000
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • January 22, 2000

39. Valuation of Stock on Default of Loan

    By Guest ptpnthr, January 20, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 21, 2000

40. TPA conflict of interest for an ESOP

    By Guest SPollock, January 18, 2000
    • 4 replies
    • 2.2k views
    • 
    • IRC401
    • January 20, 2000

41. PAYSOPS

    By Guest TAS17, January 17, 2000
    • 1 reply
    • 4k views
    • 
    • RLL
    • January 17, 2000

42. Erroneous Release of Collateral for Exempt Loan

    By Guest mmflaw, January 6, 2000
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • January 14, 2000

43. Would a restricted stk plan allow exec not pay tax at time of grant bu

    By Guest winmac, January 6, 2000
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • January 8, 2000

44. Using a preferred class of stock for ESOP

    By Guest svatty, December 22, 1999
    • 4 replies
    • 3.7k views
    • 
    • Guest
    • January 6, 2000

45. ESOP and S-Corporations

    By Guest AllanB, December 27, 1999
    • 3 replies
    • 2.1k views
    • 
    • BeckyMiller
    • December 31, 1999

46. Is the amount of allowable S Corp Dividends tied to retained earnings?

    By Guest SDS, December 28, 1999
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • December 29, 1999

47. Taking an 50+% ESOP-owned Company Private

    By Guest RMM, December 28, 1999
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • December 28, 1999

48. Terms of exempt loan - 54.4975-7(b)(13)

    By Guest Gibson, December 23, 1999
    • 4 replies
    • 1.9k views
    • 
    • RLL
    • December 27, 1999

49. How are ESOP stocks evaluated

    By Guest Blowout, December 9, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 26, 1999

50. Will an ESOP interfere with a Roth ira?

    By Guest tonys, December 17, 1999
    • 1 reply
    • 2.7k views
    • 
    • Michael Devault
    • December 17, 1999