Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. what happens when the loan is paid off?

   By Guest dmj1998, October 8, 2001
   • 6 replies
   • 2.2k views
   • 
   • RLL
   • November 2, 2001

2. What is required and allowed when distributing company stock from an E

   By John A, April 17, 2001
   • 1 reply
   • 1.8k views
   • 
   • RLL
   • April 17, 2001

3. What is the difference between and EIAP and an ESOP?

   By Guest death and taxes, April 22, 2001
   • 3 replies
   • 7.5k views
   • 
   • RLL
   • April 23, 2001

4. What is the proper way to value allocated stock in an ESOP when you ar

   By Guest chambeao, April 12, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • April 12, 2001

5. What materials must be provided to a participant when pass-through vot

   By smm, March 16, 2001
   • 1 reply
   • 1.9k views
   • 
   • RLL
   • March 17, 2001

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

   By Guest stockholder, February 19, 2002
   • 2 replies
   • 1.3k views
   • 
   • RLL
   • February 19, 2002

7. What source to take the diversification election from in a MP ESOP?

   By Richard Anderson, October 21, 2000
   • 1 reply
   • 1.6k views
   • 
   • RLL
   • October 29, 2000

8. What to do when employee entitled to distribution and diversification

   By Guest tldresch, June 25, 2002
   • 3 replies
   • 1.7k views
   • 
   • RLL
   • June 27, 2002

9. What to do when the value of an employer security is $0.00?

   By ERISA Professor, July 14, 2015   

   • ESOP; 409(h)
   • 4 replies
   • 1.2k views
   • 
   • ERISA Professor
   • July 15, 2015

10. What to do with ESOP proceeds?

    By Guest mtz206, September 20, 2001
    • 1 reply
    • 2k views
    • 
    • RLL
    • September 21, 2001

11. What to show on 5500C/R financials

    By Guest ksumner, August 26, 1999
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • August 27, 1999

12. When do S corp distributions need to be paid to the plan to be included in plan year allocations?

    By Guest ladycpa, March 11, 2005
    • 2 replies
    • 1.9k views
    • 
    • Ron Snyder
    • March 21, 2005

13. when making stock contribution to closely-held ESOP, how do we determine appropriate amount to deduct by April 15 when 12-31 valuation is not received by April 15/tax return?

    By EGB, June 23, 2004
    • 7 replies
    • 2.1k views
    • 
    • BeckyMiller
    • July 8, 2004

14. Where can I find a comprehensive reference on EOSPs?

    By Guest Paul Ferguson, May 11, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • May 12, 2001

15. where has RLL been lately?

    By Guest svatty, July 31, 2004
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • August 3, 2004

16. Where to find ESOP plan sponsors discharge of fiduciary duties codified in law/advisory bulletins/LRM/Treas regs?

    By Tax Cowboy, March 29, 2021
    • 3 replies
    • 751 views
    • 
    • RatherBeGolfing
    • March 30, 2021

17. Which plan-documents provider?

    By Peter Gulia, October 18, 2016   

    • ESOP
    • 6 replies
    • 1.7k views
    • 
    • BeckyMiller
    • April 3, 2017

18. Which Valuation Date

    By Guest ralar, March 15, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 31, 1999

19. Who Can be a Trustee

    By Benefits Vet, April 16, 2021
    • 2 replies
    • 792 views
    • 
    • Cardscrazy
    • April 19, 2021

20. Who can be an ESOP Trustee?

    By kmhaab, April 18, 2017   

    • esop
    • trustee
    • 7 replies
    • 3k views
    • 
    • QDROphile
    • April 27, 2017

21. Who Is "Employer" In Controlled Group For ESOP?

    By Guest LWYRRCM, January 5, 1999
    • 4 replies
    • 3.5k views
    • 
    • Guest
    • January 8, 1999

22. Who is a family member?

    By Lori Foresz, June 2, 2006
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • June 2, 2006

23. Who pays for ESOP termination process?

    By Guest CJS, September 29, 2003
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • October 2, 2003

24. Who runs the Company?

    By Guest apl, December 4, 1999
    • 1 reply
    • 2.5k views
    • 
    • RLL
    • December 6, 1999

25. Why does this ex-employee say he retired?

    By Guest Tuscany, November 24, 2008
    • 2 replies
    • 1.2k views
    • 
    • GMK
    • November 24, 2008

26. Why don't stock sales require pass-through votes? Definition of "best interest of plan participants"?

    By RS, January 9, 2020
    • 9 replies
    • 2.8k views
    • 
    • Degrand
    • April 8, 2020

27. Wife's company purchased; ESOP being liquidated

    By Guest mickster, August 13, 2010
    • 3 replies
    • 2k views
    • 
    • Guest
    • October 12, 2010

28. Will an ESOP interfere with a Roth ira?

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

29. withholding on stock options

    By Guest benefitsmom, January 24, 2006
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • January 26, 2006

30. 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

31. Y/E Valution of Stock held by ESOP and earmarked cash reserves

    By Tax Cowboy, May 21, 2020   

    • esop
    • valuation
    • 9 replies
    • 1.3k views
    • 
    • Tax Cowboy
    • June 24, 2020

32. Year-End Allocation Questions

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

33. Zero Interest Loans

    By Kirk Maldonado, October 10, 2001
    • 7 replies
    • 3.4k views
    • 
    • RLL
    • October 11, 2001