Employee Stock Ownership Plans (ESOPs)

1,184 topics in this forum

1. MRD from ESP/PS plan hybrid

   By Guest Jose Rosario, November 12, 2003
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • November 12, 2003

2. Terminating ESOP while under Audit?

   By Tax Cowboy, December 4, 2018   

   • esop
   • termination
   • 4 replies
   • 1.2k views
   • 
   • ESOP Guy
   • December 5, 2018

3. ESOP - Service Veterans

   By ejg2553@gmail.com, November 19, 2020
   • 2 replies
   • 1.2k views
   • 
   • ESOP Guy
   • November 19, 2020

4. 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

5. ESOP Key ees double check

   By ESOP Guy, May 5, 2011
   • 0 replies
   • 1.2k views
   • 
   • ESOP Guy
   • May 5, 2011

6. Non-Allocation Period in event of Death

   By Guest DeePA, April 16, 2003
   • 1 reply
   • 1.2k views
   • 
   • RLL
   • April 16, 2003

7. Minimum Distribution

   By Guest amboyd, September 17, 2003
   • 1 reply
   • 1.2k views
   • 
   • QDROphile
   • September 17, 2003

8. Old ESOP Plan Documents / No Adoption Agreement

   By Tax Cowboy, February 19, 2021   

   • esop
   • plan documents
   • (and 2 more)

     Tagged with:

     • esop
     • plan documents
     • adoption agreement
     • audit
   • 3 replies
   • 1.2k views
   • 
   • Tax Cowboy
   • February 23, 2021

9. KSOP - Substantial and Recurring Contributions

   By EBECatty, February 21, 2017
   • 2 replies
   • 1.2k views
   • 
   • QDROphile
   • February 22, 2017

10. forfeitures for plan corrections

    By Guest justbe, November 13, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 13, 2003

11. Leveraged ESOP and failure to make loan payment

    By Tax Cowboy, June 27, 2019
    • 1 reply
    • 1.2k views
    • 
    • A Shot in the Dark
    • June 27, 2019

12. Proceeds in sale of company for short tenured employee

    By ESOP Rookie, December 18, 2019
    • 4 replies
    • 1.2k views
    • 
    • ESOP Guy
    • December 18, 2019

13. S corp

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

14. ESOP Diversification Method Change

    By Guest bbabcock, November 18, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 18, 2002

15. IRS retirement plan audit / SOL Q

    By Tax Cowboy, March 9, 2022
    • 3 replies
    • 1.2k views
    • 
    • Luke Bailey
    • March 15, 2022

16. ESOP Distribution

    By Guest Capeair, May 21, 2003
    • 1 reply
    • 1.2k views
    • 
    • BeckyMiller
    • June 2, 2003

17. Distributing Stock in Public Companies - Certificates v. Book Entry

    By Guest strayhorn, June 15, 2015
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • June 15, 2015

18. Leveraged ESOP In Bankruptcy Question

    By ERISA25, January 25, 2011
    • 0 replies
    • 1.2k views
    • 
    • ERISA25
    • January 25, 2011

19. Stock Option RK & Reporting

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

20. ESPPs

    By Randy Watson, April 27, 2010
    • 1 reply
    • 1.1k views
    • 
    • A Shot in the Dark
    • April 27, 2010

21. ESOP Stock Purchase

    By Guest Babs, February 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 28, 2004

22. Dividend distributions from stock bonus/money purchase pension plan

    By Guest lizano, October 3, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 3, 2003

23. Year-End Allocation Questions

    By JMarsh, August 28, 2024
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • September 4, 2024

24. Diversification in stock only to current shareholders

    By Trekker, May 12, 2011
    • 2 replies
    • 1.1k views
    • 
    • GMK
    • May 13, 2011

25. ESOP share allocations

    By Bill55, April 3, 2025
    • 3 replies
    • 1.1k views
    • 
    • JustSayin
    • April 4, 2025

26. Preventing Plan disqualification - ESOP 20% Leased Employee Limitation

    By Tax Cowboy, August 22, 2022   

    • esop
    • audit
    • 3 replies
    • 1.1k views
    • 
    • Tax Cowboy
    • August 23, 2022

27. Advantage of ESOP over straight stock comp

    By Guest Taxman, June 6, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 6, 2004

28. Line of credit

    By nancy, November 15, 2002
    • 1 reply
    • 1.1k views
    • 
    • RLL
    • November 15, 2002

29. My company is planning an ESOP

    By Guest metmer, April 28, 2004
    • 1 reply
    • 1.1k views
    • 
    • RLL
    • April 28, 2004

30. Repayment of 0% loan years after made

    By ESOP Guy, September 8, 2011
    • 0 replies
    • 1.1k views
    • 
    • ESOP Guy
    • September 8, 2011

31. ESOP payment not made

    By Crjcpm, December 30, 2018
    • 3 replies
    • 1.1k views
    • 
    • Crjcpm
    • January 14, 2019

32. 409(p) -- Are these people still owners?

    By ERISA-Bubs, September 21, 2017
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • September 25, 2017

33. Direct Deposit of Dividend Payments

    By Floridaattorney, September 10, 2012
    • 0 replies
    • 1.1k views
    • 
    • Floridaattorney
    • September 10, 2012

34. Allocation of Leveraged ESOP Stock

    By Tax Cowboy, December 6, 2018   

    • esop
    • stock allocation
    • (and 1 more)

      Tagged with:

      • esop
      • stock allocation
      • employee benefit
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • December 6, 2018

35. Forfeitures and 415

    By Guest Jerry, July 15, 2003
    • 1 reply
    • 1.1k views
    • 
    • RLL
    • July 15, 2003

36. Es0-

    By Guest fwreece, November 21, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 21, 2002

37. ESOP Distribution for termed employees - One time distribution or multiple?

    By NWhite, April 25, 2024
    • 2 replies
    • 1.1k views
    • 
    • NWhite
    • April 26, 2024

38. Coordination of Closing and Valuation

    By Guest Babs, February 26, 2003
    • 1 reply
    • 1.1k views
    • 
    • RLL
    • February 26, 2003

39. 411(d)(6)

    By Guest ptpnthr, January 20, 2003
    • 1 reply
    • 1.1k views
    • 
    • RLL
    • January 22, 2003

40. single sum to installments

    By Guest Benefitsrock, June 14, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 14, 2010

41. Private Company - Common Stock in ESOP; Peferred Stock Outside ESOP?

    By ERISA-Bubs, May 1, 2013
    • 0 replies
    • 1.1k views
    • 
    • ERISA-Bubs
    • May 1, 2013

42. My 401(k) client just became an ESOP... pitfalls?

    By AlbanyConsultant, January 19, 2015
    • 0 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • January 19, 2015

43. Lost out on year of service due to Maternity and FMLA leave

    By Vested1000nork, October 24, 2023
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • October 25, 2023

44. Participation by foreign employees.

    By HCE, August 8, 2022
    • 6 replies
    • 1.1k views
    • 
    • Luke Bailey
    • August 10, 2022

45. TEGE Audit of ESOP - Extending SOL ?

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

46. New Proposed Adequate Consideration Regulations

    By RealityCheck, January 18, 2025
    • 7 replies
    • 1.1k views
    • 
    • Peter Gulia
    • January 22, 2025

47. non-cash contribution or amended returns?

    By Lori H, November 10, 2003
    • 0 replies
    • 1.1k views
    • 
    • Lori H
    • November 10, 2003

48. ESOPs and safe-harbor 401(k)s

    By Guest mlbeacon, April 24, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 24, 2003

49. Cost basis again

    By Guest pjb, June 10, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 10, 2003

50. Can an ESOP purchase its employer stock from someone other than the employer?

    By katieinny, August 16, 2012
    • 2 replies
    • 1.1k views
    • 
    • katieinny
    • August 16, 2012