Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Stock Dividend

   By nancy, May 5, 2005
   • 1 reply
   • 2.1k views
   • 
   • RLL
   • May 10, 2005

2. Stock Dividend in KSOP

   By nancy, March 18, 2003
   • 1 reply
   • 2.2k views
   • 
   • QDROphile
   • March 18, 2003

3. Stock Not Transferred

   By Guest Marjorie Rogers, September 3, 1999
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • September 3, 1999

4. Stock Option RK & Reporting

   By Guest Eric., June 17, 2009
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • June 17, 2009

5. Stock Option software recommendations sought

   By Guest Eric., June 18, 2009
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • June 18, 2009

6. Stock Options

   By leevena, October 5, 2007
   • 4 replies
   • 2.4k views
   • 
   • leevena
   • October 5, 2007

7. Stock Ownership

   By mlp0816, November 21, 2006
   • 4 replies
   • 2k views
   • 
   • A Shot in the Dark
   • November 27, 2006

8. Stock Plan Administrator

   By Guest benefitsanalyst, April 29, 2009
   • 1 reply
   • 1.5k views
   • 
   • RLL
   • May 5, 2009

9. Stock Valuation and ESOP Participants

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

10. stock valuations

    By Guest lbleier, July 24, 2001
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • July 25, 2001

11. Stock value is $0, can shares be redeemed for $500 without discrimination?

    By Guest crosseyetester, February 5, 2007
    • 2 replies
    • 1.4k views
    • 
    • namealreadyinuse
    • February 6, 2007

12. Studies performed after 2008 Market crash

    By Tax Cowboy, March 6, 2020   

    • esop
    • 3 replies
    • 761 views
    • 
    • Tax Cowboy
    • March 10, 2020

13. Sub S conversion and built-in gains tax

    By Guest nader12, November 3, 2000
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • January 3, 2001

14. Sub-S corp, put option and 409(h)

    By t.haley, June 29, 2016
    • 9 replies
    • 2k views
    • 
    • Griswold
    • June 29, 2016

15. Subsidiary as Lender to ESOP

    By ERISA-Bubs, September 21, 2016
    • 1 reply
    • 1k views
    • 
    • Griswold
    • September 22, 2016

16. Substantially all assets invested in employer stock

    By LIBERTYKID, January 29, 2002
    • 9 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • February 4, 2002

17. Survey request from Abt SRBI on behalf of the IRS?

    By John Feldt ERPA CPC QPA, January 13, 2011
    • 1 reply
    • 1.7k views
    • 
    • Kevin C
    • January 14, 2011

18. suspense account considered for top heavy purposes?

    By Belgarath, April 5, 2019
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • April 9, 2019

19. Suspense accounts--can you confirm?

    By lexi, January 3, 2007
    • 5 replies
    • 5.1k views
    • 
    • BeckyMiller
    • January 10, 2007

20. Suspicious about BIG loss in value

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

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

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

22. Tax Deductions for Leveraged ESOPs

    By Guest tfurlong, June 7, 2002
    • 1 reply
    • 2.1k views
    • 
    • RLL
    • June 7, 2002

23. Tax implications on a Stock Option Exercise

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

24. Tax on Discount from Employee Share Purchase Plan

    By Guest benefitsanalyst, February 2, 2005
    • 8 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • April 3, 2005

25. Tax reporting on stock distribution with put option

    By Guest tmills, October 22, 2010
    • 6 replies
    • 5.1k views
    • 
    • ESOP Guy
    • March 7, 2011

26. Tax reporting upon ESOP redemptions by Company

    By Guest Bob Webb, January 25, 2011
    • 7 replies
    • 7.4k views
    • 
    • GMK
    • July 23, 2012

27. Taxability of Employer Stock in nonqualified plans

    By Guest JPG, July 13, 2007
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • July 14, 2007

28. Taxation of distribuitons

    By Guest fore01k, February 3, 2005
    • 4 replies
    • 2k views
    • 
    • RLL
    • February 4, 2005

29. Taxation of Net Unrealized Appreciation

    By Guest ptpnthr, January 16, 2003
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • January 16, 2003

30. Taxation of stock distribuiton by ESOP repurchased over 5 year period

    By Guest moosegirl, January 17, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 19, 2005

31. Taxation of Stock Distribution

    By Kirk Maldonado, September 26, 2001
    • 5 replies
    • 2.3k views
    • 
    • RLL
    • September 27, 2001

32. TEGE Audit of ESOP - Extending SOL ?

    By Tax Cowboy, February 16, 2019
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • March 21, 2019

33. Term note to pay benefits

    By Guest SPOT, November 19, 2003
    • 4 replies
    • 2.5k views
    • 
    • RLL
    • December 19, 2003

34. Terminated ESOP, Starting a new ESOP

    By whitboston, June 26, 2017   

    • plan termination
    • esop
    • (and 1 more)

      Tagged with:

      • plan termination
      • esop
      • successor plan
    • 2 replies
    • 781 views
    • 
    • whitboston
    • June 29, 2017

35. Terminating an ESOP (small amounts)

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

36. Terminating an ESOP (steps, statutes, regs)

    By Guest J K Perry, March 7, 2001
    • 2 replies
    • 3.1k views
    • 
    • RLL
    • March 7, 2001

37. Terminating ESOP while under Audit?

    By Tax Cowboy, December 4, 2018   

    • esop
    • termination
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • December 5, 2018

38. Terminating the ESOP portion of a KSOP

    By Guest jolie1, April 6, 2005
    • 1 reply
    • 2.7k views
    • 
    • Ron Snyder
    • April 14, 2005

39. termination of (k) portion of KSOP prior to corporate merger

    By EGB, July 26, 2001
    • 10 replies
    • 3.6k views
    • 
    • IRC401
    • August 3, 2001

40. Termination of an ESOP / Valuation of shares in the ESOP, how this should be determined?

    By eglynn, August 2, 2016
    • 15 replies
    • 7k views
    • 
    • ejg2553@gmail.com
    • September 21, 2020

41. 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

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

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

43. Thank you RLL

    By smm, April 30, 2001
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • May 7, 2001

44. The Corporate Transparency Act (CTA) went into effect January 1, 2024

    By Belgarath, April 9, 2024
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • April 9, 2024

45. The disappeaing corporation

    By imchipbrown, August 10, 2000
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • August 13, 2000

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

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

47. Timing of distribution under 409(o)(1)(B) to retired employee

    By Guest alliketchum, September 23, 2003
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • March 28, 2004

48. Timing of Distributions

    By Guest tm3333, May 16, 2012
    • 3 replies
    • 2.4k views
    • 
    • ESOP Guy
    • May 21, 2012

49. Timing of Interest Deduction

    By CTipper, April 19, 2007
    • 2 replies
    • 1.4k views
    • 
    • A Shot in the Dark
    • April 23, 2007

50. TPA conflict of interest for an ESOP

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