Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Using dividends to make ESOP loan payments

   By Guest Becky Hoffman, February 11, 1999
   • 6 replies
   • 3.9k views
   • 
   • QDROphile
   • February 19, 1999

2. Multiple S Corps

   By Guest michaels4811, June 3, 2010
   • 4 replies
   • 3.9k views
   • 
   • Marcus R Piquet
   • June 7, 2010

3. ESOP is our ONLY retirement plan? Is that crazy?

   By Guest jw112098, November 20, 2000
   • 10 replies
   • 3.8k views
   • 
   • BeckyMiller
   • January 23, 2001

4. ESOP Accounting

   By DPL, February 22, 2012
   • 1 reply
   • 3.8k views
   • 
   • Marcus R Piquet
   • February 23, 2012

5. Section 423 ESPP and ERISA

   By Guest awg, June 4, 2002
   • 1 reply
   • 3.8k views
   • 
   • Kirk Maldonado
   • June 4, 2002

6. How to fairly split ESOP

   By SpecialGuest, June 19, 2020
   • 2 replies
   • 3.8k views
   • 
   • david rigby
   • June 19, 2020

7. Required tax payments for fiscal year S Corporation ESOP

   By Guest ladycpa2, March 8, 2007
   • 3 replies
   • 3.8k views
   • 
   • Guest
   • March 15, 2007

8. ESOP Repurchase Liability - Use of COLI to Fund

   By rocknrolls2, January 7, 2002
   • 6 replies
   • 3.8k views
   • 
   • Guest
   • January 8, 2002

9. 409(p) failure

   By Guest mickiemurphy, March 5, 2008
   • 4 replies
   • 3.8k views
   • 
   • BeckyMiller
   • March 11, 2008

10. ESOP Recordkeeping Software

    By Guest Robert Reynolds, January 25, 2002
    • 5 replies
    • 3.8k views
    • 
    • BeckyMiller
    • February 25, 2002

11. Rollover of proceeds of mandatory put

    By Guest tmills, January 23, 2009
    • 6 replies
    • 3.7k views
    • 
    • QDROphile
    • January 31, 2009

12. Long term disability and ESOP distribution

    By Guest barebtm1, April 11, 2001
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • April 12, 2001

13. ADP/ACP Testing

    By Guest T-BONE, October 4, 2001
    • 5 replies
    • 3.7k views
    • 
    • Guest
    • October 5, 2001

14. Back up withholding on pass through dividends

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

15. Pass-Through Voting on Changes in Class of Stock with Minority ESOP Interest

    By EGB, June 10, 2013
    • 7 replies
    • 3.7k views
    • 
    • RLL
    • June 12, 2013

16. Voting of Unallocated ESOP Shares

    By Guest Edward McElroy, December 1, 1998
    • 1 reply
    • 3.7k views
    • 
    • Guest
    • December 2, 1998

17. Using a preferred class of stock for ESOP

    By Guest svatty, December 22, 1999
    • 4 replies
    • 3.7k views
    • 
    • Guest
    • January 6, 2000

18. ESOP Liquidation

    By Guest sauterne, March 11, 2002
    • 2 replies
    • 3.7k views
    • 
    • mbozek
    • March 26, 2002

19. Permissively Aggregate with 401k?

    By austin3515, December 19, 2013
    • 8 replies
    • 3.7k views
    • 
    • austin3515
    • August 13, 2015

20. S Corp Fiscal Year

    By Guest John Nelson, September 13, 2004
    • 6 replies
    • 3.6k views
    • 
    • Guest
    • September 17, 2004

21. PPA and ESOP vesting

    By Guest tmills, June 6, 2007
    • 4 replies
    • 3.6k views
    • 
    • Guest
    • June 13, 2007

22. Age 70 1/2

    By Guest Jan L, November 15, 2011
    • 6 replies
    • 3.6k views
    • 
    • GMK
    • November 16, 2011

23. Compliance Testing

    By Jilliandiz, October 20, 2005
    • 5 replies
    • 3.6k views
    • 
    • Guest
    • September 13, 2007

24. ESOPs subject to DOL participant fee disclosure requirements?

    By Guest TaxedToDeath, February 13, 2012
    • 4 replies
    • 3.6k views
    • 
    • GMK
    • February 14, 2012

25. 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

26. Voting Rights for an ESOP Restructuring?

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

27. Transfer to 401(k)

    By Guest JMN, May 29, 2012
    • 6 replies
    • 3.6k views
    • 
    • QDROphile
    • May 30, 2012

28. Purchasing stock - timing, etc.

    By Belgarath, May 2, 2014
    • 22 replies
    • 3.6k views
    • 
    • GMK
    • May 8, 2014

29. Can professional corporation adopt ESOP?

    By Guest John Nelson, February 20, 2001
    • 2 replies
    • 3.6k views
    • 
    • RLL
    • February 21, 2001

30. Company Bought Out What Happens To My ESOP

    By Guest Armondo2006, May 2, 2006
    • 2 replies
    • 3.6k views
    • 
    • david rigby
    • May 2, 2006

31. termination of (k) portion of KSOP prior to corporate merger

    By EGB, July 26, 2001
    • 10 replies
    • 3.6k views
    • 
    • IRC401
    • August 3, 2001

32. Leveraged ESOP

    By Tom Poje, January 16, 1999
    • 10 replies
    • 3.5k views
    • 
    • Guest
    • January 21, 1999

33. Going down the tubes

    By Guest IM2B_Anonymous, November 20, 1999
    • 5 replies
    • 3.5k views
    • 
    • IRC401
    • November 25, 1999

34. Diversification

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

35. ESOP's and Sub S Distribution windfalls

    By Guest Alan Stonewall, October 21, 2002
    • 5 replies
    • 3.5k views
    • 
    • RLL
    • October 22, 2002

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

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

37. S-corp distribution dividend payment

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

38. ESOP & Bankruptcy

    By Guest Benefitsrock, October 2, 2007
    • 1 reply
    • 3.4k views
    • 
    • Guest
    • October 29, 2007

39. 100% ESOP-Owned S Corp. - Can ESOP Buy Additional Stock?

    By Yesrod5, September 21, 2015
    • 4 replies
    • 3.4k views
    • 
    • Yesrod5
    • October 30, 2015

40. S Corp ESOP and Pass-Through Voting

    By JWK, March 9, 2000
    • 4 replies
    • 3.4k views
    • 
    • Kirk Maldonado
    • March 9, 2000

41. Zero Interest Loans

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

42. 1042 transactions and shares allocation

    By Guest DeePA, April 22, 2003
    • 6 replies
    • 3.4k views
    • 
    • RLL
    • May 23, 2003

43. Disqualified ESOP and IRA rollover

    By Guest Anna Lynn, January 12, 2009
    • 6 replies
    • 3.4k views
    • 
    • BeckyMiller
    • January 26, 2009

44. 409(p) testing and deemed owned shares

    By Guest tmills, May 11, 2007
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • May 18, 2007

45. S Corp Dividends / Loan / Debt Service

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

46. Diversification Requirements

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

47. KSOP transfer of non-employer stock assets

    By Guest astonewall, October 7, 2005
    • 6 replies
    • 3.3k views
    • 
    • Kirk Maldonado
    • October 11, 2005

48. accelerated vesting schedule?

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

49. esop and wage garnishment

    By Guest tonys, August 28, 2002
    • 2 replies
    • 3.3k views
    • 
    • RLL
    • August 28, 2002

50. ESOP participant ability to sue plan fiduciary

    By Guest SA07, June 12, 2007
    • 8 replies
    • 3.3k views
    • 
    • masteff
    • June 13, 2007