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Employee Stock Ownership Plans (ESOPs)

1,184 topics in this forum

  1. ESOP Vesting After Returning

    By Bluewing97,
    • 1 reply
    • 1.1k views

  2. Studies performed after 2008 Market crash

    By Tax Cowboy,   
    • 3 replies
    • 797 views

  3. DOL audit ESOP - IDR Response

    By Tax Cowboy,   
    • 3 replies
    • 1.4k views

  4. Private Company Acquired by ESOP Company

    By John Trickel,
    • 3 replies
    • 1.1k views

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

    By RS,
    • 9 replies
    • 3k views

  6. Transaction between ESOP Company and party in interest

    By Tot,
    • 12 replies
    • 2.5k views

  7. Proceeds in sale of company for short tenured employee

    By ESOP Rookie,
    • 4 replies
    • 1.2k views

  8. NUA treatment...when can or should it start?

    By tghooper,
    • 5 replies
    • 1k views

  9. Post-Acquisition Terminated Plan - RMDs required?

    By Jennifer J,
    • 2 replies
    • 853 views

  10. Late ESOP Contributions?

    By Tax Cowboy,
    • 2 replies
    • 1.1k views

  11. Help please with question on distribution

    By Alex16,
    • 5 replies
    • 1.5k views

  12. ESOT & Efficient Corporate Tax Structure

    By PowerCPA,
    • 6 replies
    • 2k views

  13. ESOP Termination Post-Acquisition - Distributions in Cash Only?

    By kmhaab,
    • 3 replies
    • 2.9k views

  14. Retiring - Are ESOP shares undervalued?

    By I need help,   
    • 10 replies
    • 2.2k views

  15. ESOP Loan paid off, time to pay terminees

    By Brenda Wren,
    • 0 replies
    • 595 views

  16. Esop Audit question

    By Tax Cowboy,   
    • 5 replies
    • 1.8k views

  17. Bank Holding Company Loan to ESOP

    By JRN,
    • 3 replies
    • 1.1k views

  18. Plan buy-back of ESOP shares

    By Dennis G.,
    • 11 replies
    • 3k views

  19. Leveraged ESOP and failure to make loan payment

    By Tax Cowboy,
    • 1 reply
    • 1.2k views

  20. Forfeiture amendment- retroactive application

    By Guest212,
    • 0 replies
    • 474 views

  21. Share release when amortization schedule "changes"

    By mattmc82,
    • 3 replies
    • 783 views

  22. Requirement to apply for ESOP Plan document determination letter from IRS

    By Tax Cowboy,
    • 6 replies
    • 1.9k views

  23. Transfer of profit sharing shares (409(p) protective transfer))

    By MPLSLAW,   
    • 1 reply
    • 801 views

  24. ESOP shares valid after termination?

    By black68ss,
    • 2 replies
    • 3.4k views

  25. Second half of ESOP not paid

    By Joe010284,
    • 3 replies
    • 1.5k views

  26. suspense account considered for top heavy purposes?

    By Belgarath,
    • 4 replies
    • 1.5k views

  27. Transfer to avoid a 409(p) failure

    By Belgarath,
    • 0 replies
    • 666 views

  28. ESOP IDR response - expanding tax years?

    By Tax Cowboy,
    • 1 reply
    • 730 views

  29. New ESOP and elapsed time

    By DPL,
    • 3 replies
    • 867 views

  30. TEGE Audit of ESOP - Extending SOL ?

    By Tax Cowboy,
    • 4 replies
    • 1.1k views

  31. Compensation for ABT - combo ESOP and k plan

    By cpc0506,
    • 3 replies
    • 661 views

  32. S-corp distribution dividend payment

    By Belgarath,
    • 7 replies
    • 3.6k views

  33. ESOP payment not made

    By Crjcpm,
    • 3 replies
    • 1.1k views

  34. ESOP and 2 401k plans

    By cpc0506,
    • 2 replies
    • 743 views

  35. 5% ownership rule

    By Marshall Vass,
    • 11 replies
    • 3.3k views

  36. Allocation of Leveraged ESOP Stock

    By Tax Cowboy,   
    • 1 reply
    • 1.1k views

  37. Change of compensation definition for terminating ESOP

    By OKC73134,   
    • 1 reply
    • 714 views

  38. Terminating ESOP while under Audit?

    By Tax Cowboy,   
    • 4 replies
    • 1.2k views

  39. 409(p) Compliance Question

    By SadieJane,
    • 1 reply
    • 801 views

  40. Unallocated Shares: What happens when company is sold?

    By Lindsay,
    • 3 replies
    • 5.5k views

  41. Distribution timing after termination of ESOP

    By Mumen-Rider,
    • 10 replies
    • 5.4k views

  42. Trustee to the ESOP / Plan Administrator

    By herb lindberg,   
    • 5 replies
    • 1.2k views

  43. SAR Program - How much is too much?

    By Esop2,
    • 6 replies
    • 1.3k views

  44. Stock Appreciation rights program with ESOP

    By Belgarath,
    • 15 replies
    • 3.3k views

  45. ESOP RMD Question

    By tdslaw,   
    • 4 replies
    • 4.1k views

  46. Reallocation of Shares During 5-Year Break in Service Period

    By Rafael,   
    • 1 reply
    • 1.4k views

  47. Deduction limits where ESOP is combined with 401(k)

    By Belgarath,
    • 3 replies
    • 1.2k views

  48. Emerging Liability

    By K2,
    • 7 replies
    • 1.2k views
    • K2
    • K2

  49. Distribution provisions, timing, etc.

    By Belgarath,
    • 1 reply
    • 695 views

  50. NUA in KSOP and triggering event

    By EsopAdmin,   
    • 0 replies
    • 691 views
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