Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Cashing out ESOP and where do I go?

   By Allen R. Young, October 14, 2017
   • 7 replies
   • 5.4k views
   • 
   • ESOP Guy
   • October 17, 2017

2. Leveraged S-corp ESOP and 415

   By Brenda Wren, October 4, 2005
   • 7 replies
   • 4k views
   • 
   • stephen
   • October 6, 2005

3. 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

4. Release of shares on cash basis?

   By Belgarath, September 13, 2013
   • 7 replies
   • 2.7k views
   • 
   • Belgarath
   • September 16, 2013

5. S Corp Dividends / Loan / Debt Service

   By Guest EMC, December 13, 1999
   • 7 replies
   • 3.4k views
   • 
   • RLL
   • December 16, 1999

6. Selling a company with a leveraged ESOP

   By Guest tfurlong, June 22, 2005
   • 7 replies
   • 4.5k views
   • 
   • RLL
   • June 24, 2005

7. 415 and vesting

   By CTipper, April 13, 2007
   • 7 replies
   • 5.5k views
   • 
   • Guest
   • May 16, 2007

8. Diversification when share value/allocation done after 6/30

   By Guest crosseyetester, January 31, 2007
   • 7 replies
   • 2.1k views
   • 
   • Guest
   • June 6, 2007

9. elimination of cash option

   By LIBERTYKID, November 26, 2008
   • 7 replies
   • 2.2k views
   • 
   • RLL
   • December 3, 2008

10. ESOP Questions Company Bought Out

    By Guest catdjc123, January 5, 2007
    • 7 replies
    • 27.4k views
    • 
    • BeckyMiller
    • January 10, 2007

11. Employee Stock Purchase Plans

    By Guest ladler, October 29, 2001
    • 7 replies
    • 4.3k views
    • 
    • david rigby
    • October 31, 2001

12. ESOP Learning/Guides

    By Angershark, August 22, 2024
    • 7 replies
    • 1.4k views
    • 
    • Bob the Swimmer
    • August 25, 2024

13. nonalloaction period

    By Tom Poje, January 7, 2010
    • 7 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 8, 2010

14. 401(k) Plan "spin-off" to facilitate ESOP

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

15. looking for trustee for closely-held ESOP

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

16. Zero Interest Loans

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

17. Call Option? Is it crazy?

    By Guest kbutcher, June 21, 2000
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • June 21, 2000

18. Employer / Trustee roles

    By Guest brian_j, September 3, 2002
    • 7 replies
    • 2k views
    • 
    • Kirk Maldonado
    • September 4, 2002

19. accelerated vesting schedule?

    By Lori H, September 17, 2008
    • 7 replies
    • 3.3k views
    • 
    • Lori H
    • September 18, 2008

20. EGTRRA Restatement Determ. Letters on ESOPs

    By Guest gaham, February 8, 2010
    • 7 replies
    • 2.5k views
    • 
    • GMK
    • March 11, 2010

21. Voting Rights for an ESOP Restructuring?

    By nmq3879, September 7, 2016
    • 7 replies
    • 3.6k views
    • 
    • ESOP Guy
    • September 8, 2016

22. Overlapping put option period

    By Guest gaham, September 25, 2002
    • 7 replies
    • 2.1k views
    • 
    • RLL
    • December 19, 2003

23. Do ESOP participants have pass-through voting rights if the sponsor switches from C to S corp?

    By Guest Benefits Brewster, November 5, 2003
    • 7 replies
    • 5.5k views
    • 
    • Guest
    • November 16, 2003

24. Do 409(e) voting rules apply to stock owned under a 401(k) portion of

    By Guest kredlin, August 16, 2000
    • 7 replies
    • 2.4k views
    • 
    • RLL
    • August 24, 2000

25. Diversification beyond the qualified election period?

    By tghooper, April 28, 2015
    • 7 replies
    • 1.8k views
    • 
    • tghooper
    • April 29, 2015

26. New Proposed Adequate Consideration Regulations

    By RealityCheck, January 18
    • 7 replies
    • 934 views
    • 
    • Peter Gulia
    • January 22

27. 20 Year Loan at 0% interest?

    By stephen, April 10, 2003
    • 7 replies
    • 2.2k views
    • 
    • RLL
    • April 17, 2003

28. Esop distribution: termination/disability?

    By dlarae, January 6, 2018
    • 7 replies
    • 4.7k views
    • 
    • dlarae
    • January 9, 2018

29. S-corp distribution dividend payment

    By Belgarath, January 10, 2019
    • 7 replies
    • 3.4k views
    • 
    • Belgarath
    • January 14, 2019

30. Who can be an ESOP Trustee?

    By kmhaab, April 18, 2017   

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

31. Can a Company Change its Reason for a Denying a Claim?

    By Guest Grecco, November 21, 2013
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • November 22, 2013

32. ESOP non leveraged stock

    By Guest jwill, August 29, 2007
    • 7 replies
    • 2.5k views
    • 
    • BeckyMiller
    • September 6, 2007

33. Tax reporting upon ESOP redemptions by Company

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

34. How is participant taxed when shares sold to employer per mandatory "put" option?

    By Gruegen, September 26, 2003
    • 7 replies
    • 3.6k views
    • 
    • BeckyMiller
    • October 1, 2003

35. Control Premiums

    By Guest CitationSquirrel, June 12, 2003
    • 7 replies
    • 3.2k views
    • 
    • RLL
    • June 17, 2003

36. Can ESOP Trust "choose" whether someone is eligible for disbursement?

    By Cindy Anderson, August 24, 2020
    • 7 replies
    • 1.5k views
    • 
    • Cindy Anderson
    • September 2, 2020

37. ESOP: Retroactive amendment

    By Guest qualified plan, December 20, 2001
    • 7 replies
    • 2.5k views
    • 
    • RLL
    • January 2, 2002

38. Diversification Requirements

    By Guest CTYSON, November 19, 1998
    • 7 replies
    • 3.3k views
    • 
    • BeckyMiller
    • December 16, 1998

39. Coordination of 401(a)(14) and 409(o)

    By Guest Pennysaver, August 17, 2012
    • 7 replies
    • 2.4k views
    • 
    • Marcus R Piquet
    • August 24, 2012

40. Forgiveness of Payment under ESOP Promissory Note

    By Guest myarbrough, April 1, 2002
    • 7 replies
    • 5.8k views
    • 
    • RLL
    • April 12, 2002

41. Leased employees not allowed to participate in ESOP's?

    By Brenda Wren, October 23, 2008
    • 7 replies
    • 4.4k views
    • 
    • Just Me
    • January 5, 2009

42. Need ESOP plan Documents

    By Guest Babs, June 13, 1999
    • 7 replies
    • 4.1k views
    • 
    • Kirk Maldonado
    • June 29, 2005

43. Loan Payments Exceed Deductibility Limit

    By Guest SRH, March 14, 2013   

    • ESOP
    • 7 replies
    • 2.7k views
    • 
    • ESOP Guy
    • March 22, 2013

44. Diversification

    By Lori H, July 9, 2008
    • 7 replies
    • 3.5k views
    • 
    • GMK
    • October 3, 2008

45. Installment Distributions from an ESOP

    By Trusty Trustee, May 11, 2020
    • 7 replies
    • 4k views
    • 
    • ESOP Guy
    • February 17, 2021

46. Emerging Liability

    By K2, June 29, 2018
    • 7 replies
    • 1.2k views
    • 
    • K2
    • July 2, 2018

47. Dividend Pass-through

    By MoJo, August 26, 1999
    • 7 replies
    • 10.4k views
    • 
    • MWeddell
    • September 1, 1999

48. More 404(k) madness

    By Guest carsca, November 12, 2001
    • 7 replies
    • 1.7k views
    • 
    • RLL
    • November 13, 2001

49. Compound interest

    By Jared, July 8, 2020
    • 6 replies
    • 2.5k views
    • 
    • R Griffith
    • July 8, 2020

50. Can former owner of co now become ESOP participant

    By Luis Miguel, July 21, 2015   

    • ESOP Owner
    • 6 replies
    • 2.7k views
    • 
    • david rigby
    • July 22, 2015