Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Amend From ESOP to 401(k)

   By Guest CitationSquirrel, March 6, 2002
   • 5 replies
   • 2.4k views
   • 
   • Guest
   • May 13, 2002

2. Amendments for SECURE et al for Terminating ESOP

   By Belgarath, June 4, 2024
   • 2 replies
   • 855 views
   • 
   • Belgarath
   • June 4, 2024

3. American Job Creation Act and S-Corporation distributions on allocated shares to pay debt

   By Guest ESOP Guru, February 9, 2005
   • 5 replies
   • 1.7k views
   • 
   • Kirk Maldonado
   • February 11, 2005

4. Ammending the Plan Summary

   By Guest RCR, June 29, 2003
   • 0 replies
   • 1k views
   • 
   • Guest
   • June 29, 2003

5. Amsted ESOP distribution changes. Can thay do this to us? Thousands of

   By Guest grimmace, April 30, 2000
   • 6 replies
   • 5.9k views
   • 
   • IRC401
   • May 18, 2000

6. Annual loan payment from annual contribution

   By dmwe, November 12, 2008
   • 5 replies
   • 1.7k views
   • 
   • BeckyMiller
   • January 5, 2009

7. Annual Valuation

   By IRA, January 28, 2008
   • 5 replies
   • 3.1k views
   • 
   • IRA
   • January 28, 2008

8. Any Problems with Plan Sponsor owned by Participants in ESOP?

   By Dougsbpc, June 26
   • 4 replies
   • 724 views
   • 
   • Dougsbpc
   • July 2

9. Anybody know of anything precedential re meaning of 10 years of partic

   By Dave Baker, January 8, 1999
   • 15 replies
   • 4k views
   • 
   • RLL
   • August 26, 2003

10. Application of Section 423 when no discount in ESPP

    By Guest AEA, February 15, 2005
    • 3 replies
    • 2.1k views
    • 
    • E as in ERISA
    • February 15, 2005

11. Appraisal Timing/Stock Redemptions

    By RLL, May 12, 2000
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • October 4, 2000

12. appropriate to use same valuation firm for minority ESOP shareholders

    By EGB, January 2, 2003
    • 5 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • January 6, 2003

13. Are "Profits Interests" Synthetic Equity

    By ERISA-Bubs, June 17, 2016
    • 2 replies
    • 1.6k views
    • 
    • Griswold
    • June 20, 2016

14. Are "restricted" securities subject to a put?

    By smm, February 14, 2001
    • 5 replies
    • 1.4k views
    • 
    • smm
    • February 14, 2001

15. Are ESOP shares counted for 5% owner determination?

    By jukeboy56, January 13, 2006
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 20, 2006

16. Are ETFs QRP?

    By Guest CMC, June 26, 2012
    • 1 reply
    • 2k views
    • 
    • RLL
    • June 26, 2012

17. Are leveraged ESOPs required to issue Form 1099-INTs to former shareholders?

    By Guest AAKERISA, January 27, 2014
    • 2 replies
    • 2.6k views
    • 
    • Guest ESOP Guy Need Help
    • January 25, 2019

18. are QDRO rules any different under an ESOP

    By K2retire, June 28, 2011
    • 2 replies
    • 1.8k views
    • 
    • GMK
    • June 29, 2011

19. Are short term loans permissible in a leveraged ESOP?

    By Guest lawdawg, February 9, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 9, 2001

20. Asset sale with Leverage Esop

    By Lori Foresz, July 21, 2004
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • July 30, 2004

21. Assets transferred from 401(k) to ESOP

    By Guest MC2, March 5, 2007
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • March 6, 2007

22. Authority on what type of assets plan sponsors use to fund repurchase obligation

    By Tax Cowboy, August 22, 2023
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • August 24, 2023

23. Automatic Cash Out in ESOP

    By Guest jolie1, January 24, 2008
    • 2 replies
    • 2.6k views
    • 
    • QDROphile
    • January 24, 2008

24. AvoidanceReduction of Sec. 4978 Excise Tax

    By Guest Rob Perry, April 27, 2001
    • 3 replies
    • 3.3k views
    • 
    • IRA
    • June 13, 2008

25. Back up withholding on pass through dividends

    By Guest P A Weick, February 28, 2001
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • November 28, 2006

26. Bad ESOP loan

    By Dawn Hafner, April 6, 2001
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • April 6, 2001

27. Bank Directed Trustee and also lender to Employer not the plan.

    By Guest DUKE C, February 12, 2002
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • February 13, 2002

28. Bank ESOPS

    By Guest mcw, January 8, 2004
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • January 8, 2004

29. Bank Holding Company Loan to ESOP

    By JRN, August 7, 2019
    • 3 replies
    • 1k views
    • 
    • BeckyMiller
    • September 24, 2019

30. bank under "cease and desist" order, currently maintains profit sharing plan. considering a leveraged esop or ksop.

    By Lori H, May 24, 2004
    • 5 replies
    • 2.1k views
    • 
    • BeckyMiller
    • May 27, 2004

31. Basic ESOP Allocation Questoin

    By Lori Foresz, April 15, 2004
    • 2 replies
    • 1.7k views
    • 
    • Lori Foresz
    • April 15, 2004

32. Basic ESOP Question: How does the owner benefit each year when the company contributes to the retirement plan?

    By Guest lwbarry, September 29, 2005
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • October 4, 2005

33. Basic questions - KSOP use in acquiring S Corporation

    By Guest Msakr, June 6, 2010
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • June 8, 2010

34. Beneficiary

    By Guest Earl Anthony, September 7, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 7, 2001

35. Benefit Bifurcation

    By Guest Grumbles, November 16, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 18, 2009

36. Bequest to ESOP

    By Guest TaxedToDeath, June 18, 2012
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 18, 2012

37. Best distribution option for a company that does not have enough cash to pay

    By Guest sugar daddy, May 2, 2011
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • May 4, 2011

38. Binding Sale Contracts and Control Premiums

    By Guest kbutcher, June 14, 2000
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • June 14, 2000

39. Black-out Sarbanes Oxley Act

    By Guest ArrowMatt, August 11, 2003
    • 5 replies
    • 2k views
    • 
    • Guest
    • September 10, 2003

40. Board of Directors benefits

    By Guest jimmus, March 24, 2014
    • 10 replies
    • 4.8k views
    • 
    • Guest
    • March 27, 2014

41. Bonds Contributed to ESOP?

    By Christine Roberts, August 10, 2001
    • 3 replies
    • 2.1k views
    • 
    • RLL
    • August 15, 2001

42. Breach of Esop Fiduciary Responsibility? I need some guidance.

    By Disgruntled, August 10, 2017   

    • breach
    • esop
    • (and 2 more)

      Tagged with:

      • breach
      • esop
      • fudciairy
      • responsability
    • 11 replies
    • 4.1k views
    • 
    • confused esop participant
    • August 22, 2024

43. Buy Sell as Synthetic Equity

    By Guest Mickey Maier, January 4, 2008
    • 1 reply
    • 1.8k views
    • 
    • Ron Snyder
    • January 5, 2008

44. Buyback of Stock from Frozen ESOP

    By Christine Roberts, June 21, 2002
    • 2 replies
    • 2.4k views
    • 
    • Christine Roberts
    • June 24, 2002

45. C-Corp. forming ESOP then electing S-Corp. 1042 Question

    By Griswold, May 19, 2016
    • 2 replies
    • 1.4k views
    • 
    • Griswold
    • May 20, 2016

46. Cafeteria Plans

    By Guest dln1151, December 1, 2005
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 3, 2005

47. Calculation of Excise Tax

    By Guest MJ1, February 14, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 13, 2011

48. Call Option? Is it crazy?

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

49. 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

50. Can a company modify their ESOP bylaws to avoid paying out ESOP distributions to employees who have left the company to work for a direct competitor?

    By associate456, September 9, 2015
    • 13 replies
    • 3k views
    • 
    • david rigby
    • September 12, 2015