Employee Stock Ownership Plans (ESOPs)

1,189 topics in this forum

1. ESOP and S-Corporations

   By Guest AllanB, December 27, 1999
   • 3 replies
   • 2.4k views
   • 
   • BeckyMiller
   • December 31, 1999

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

   By Guest SDS, December 28, 1999
   • 1 reply
   • 3.4k views
   • 
   • Guest
   • December 29, 1999

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

   By Guest RMM, December 28, 1999
   • 1 reply
   • 2.1k views
   • 
   • RLL
   • December 28, 1999

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

   By Guest Gibson, December 23, 1999
   • 4 replies
   • 2.1k views
   • 
   • RLL
   • December 27, 1999

5. How are ESOP stocks evaluated

   By Guest Blowout, December 9, 1999
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • December 26, 1999

6. Will an ESOP interfere with a Roth ira?

   By Guest tonys, December 17, 1999
   • 1 reply
   • 3.1k views
   • 
   • Michael Devault
   • December 17, 1999

7. S Corp Dividends / Loan / Debt Service

   By Guest EMC, December 13, 1999
   • 7 replies
   • 3.9k views
   • 
   • RLL
   • December 16, 1999

8. Compensation for delayed distribution

   By Guest Sherry S, December 9, 1999
   • 3 replies
   • 2.7k views
   • 
   • RLL
   • December 9, 1999

9. Contribution is too big

   By Guest DennisT, November 17, 1999
   • 5 replies
   • 2.7k views
   • 
   • RLL
   • December 9, 1999

10. Who runs the Company?

    By Guest apl, December 4, 1999
    • 1 reply
    • 2.9k views
    • 
    • RLL
    • December 6, 1999

11. Diversification of Units

    By Guest TAS17, November 24, 1999
    • 8 replies
    • 2.6k views
    • 
    • RLL
    • November 30, 1999

12. I am being forced to make a decision

    By Guest Blowout, November 27, 1999
    • 2 replies
    • 1.8k views
    • 
    • RLL
    • November 29, 1999

13. Going down the tubes

    By Guest IM2B_Anonymous, November 20, 1999
    • 5 replies
    • 4.2k views
    • 
    • IRC401
    • November 25, 1999

14. feasibility study fees

    By Dawn Hafner, November 23, 1999
    • 1 reply
    • 2.6k views
    • 
    • RLL
    • November 23, 1999

15. can stocks promised in an employment contract now be part of ESOP

    By Guest winmac, November 18, 1999
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • November 18, 1999

16. Need good information on the basics of allocating an ESOP.

    By Ervin Barham, November 10, 1999
    • 2 replies
    • 1.9k views
    • 
    • Dave Baker
    • November 15, 1999

17. Highly Compensated Employee

    By Guest Off_the_record, November 12, 1999
    • 1 reply
    • 2.1k views
    • 
    • RLL
    • November 12, 1999

18. Plan Terminations

    By Guest T Cahoon, November 12, 1999
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • November 12, 1999

19. f a C-corp establishes an ESOP that purchases 51% of the outstanding C

    By EGB, November 2, 1999
    • 3 replies
    • 1.8k views
    • 
    • RLL
    • November 3, 1999

20. I was not given an Individual Benefit Statement.

    By Guest Blowout, October 21, 1999
    • 1 reply
    • 1.9k views
    • 
    • RLL
    • October 21, 1999

21. ESOP conversions

    By EGB, October 21, 1999
    • 1 reply
    • 3.5k views
    • 
    • RLL
    • October 21, 1999

22. 1042 replacement stock

    By Guest DAFoster, October 20, 1999
    • 1 reply
    • 2k views
    • 
    • RLL
    • October 20, 1999

23. esops and estate planning

    By Guest Angie Horn, September 25, 1999
    • 4 replies
    • 1.9k views
    • 
    • Bruce Steiner
    • October 17, 1999

24. ESOP purchase of founder's stock

    By Guest wwcLeapYear, October 6, 1999
    • 5 replies
    • 2.2k views
    • 
    • RLL
    • October 14, 1999

25. Allocate k-1 income of S-corp to ESOP?

    By John A, September 27, 1999
    • 3 replies
    • 4.5k views
    • 
    • John A
    • September 29, 1999

26. Dividends Used to Repay Loan

    By Scott, September 13, 1999
    • 7 replies
    • 3k views
    • 
    • RLL
    • September 28, 1999

27. Diversification Requirement

    By Scott, September 17, 1999
    • 5 replies
    • 2.7k views
    • 
    • RLL
    • September 28, 1999

28. esops and income tax

    By Guest Angie Horn, September 25, 1999
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • September 28, 1999

29. Company stock in MP part of ESOP

    By Richard Anderson, September 23, 1999
    • 4 replies
    • 2.3k views
    • 
    • RLL
    • September 25, 1999

30. Individual Benefit Statements

    By Guest Blowout, September 18, 1999
    • 1 reply
    • 2.1k views
    • 
    • RLL
    • September 18, 1999

31. ESOPs owning law firms

    By RLL, September 17, 1999
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • September 17, 1999

32. ESOP Distrubutions

    By Guest jackso, September 17, 1999
    • 1 reply
    • 2k views
    • 
    • RLL
    • September 17, 1999

33. 423 Plans with a match?

    By Guest rim, September 15, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 15, 1999

34. NUA In Leveraged ESOP

    By Disco Stu, September 13, 1999
    • 1 reply
    • 2.3k views
    • 
    • RLL
    • September 14, 1999

35. Section 1042

    By Scott, September 10, 1999
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • September 11, 1999

36. Right to Demand Distribution in Stock

    By Scott, September 8, 1999
    • 1 reply
    • 2.5k views
    • 
    • RLL
    • September 8, 1999

37. Stock Not Transferred

    By Guest Marjorie Rogers, September 3, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 3, 1999

38. Dividend Pass-through

    By MoJo, August 26, 1999
    • 7 replies
    • 11.7k views
    • 
    • MWeddell
    • September 1, 1999

39. How soon can I receive my ESOP payment?

    By Guest Blowout, August 19, 1999
    • 3 replies
    • 7.7k views
    • 
    • Guest
    • August 30, 1999

40. sale of company with nonleveraged ESOP

    By Guest JBeck, August 27, 1999
    • 1 reply
    • 2.1k views
    • 
    • RLL
    • August 27, 1999

41. What to show on 5500C/R financials

    By Guest ksumner, August 26, 1999
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • August 27, 1999

42. Excess Diversification

    By Guest TAS17, August 26, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 26, 1999

43. Diversification and 10% penalty

    By Guest ksumner, August 26, 1999
    • 1 reply
    • 2.4k views
    • 
    • RLL
    • August 26, 1999

44. 20 questions, contractors 1099 or W2?

    By Guest, August 20, 1999
    • 1 reply
    • 2.3k views
    • 
    • RLL
    • August 26, 1999

45. ESOP liability

    By Guest klc, August 19, 1999
    • 1 reply
    • 1.9k views
    • 
    • RLL
    • August 25, 1999

46. ESOP & cross testing

    By Guest Stacey L Miller, August 19, 1999
    • 4 replies
    • 3.4k views
    • 
    • Guest
    • August 24, 1999

47. Late Loan Repayments and "Late" Release

    By Guest KBurket, August 11, 1999
    • 3 replies
    • 2.2k views
    • 
    • RLL
    • August 13, 1999

48. Principal only formula for releasing shares from a suspense account

    By Guest Deborah Grace, August 4, 1999
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • August 5, 1999

49. ESOP Publication

    By Guest JROSSITTER, August 2, 1999
    • 3 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • August 5, 1999

50. Legislation to Permit More Deductions in an ESOP

    By Guest wwest, July 30, 1999
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • July 30, 1999