Employee Stock Ownership Plans (ESOPs)

1,184 topics in this forum

1. Can a distribution withhold 30%?

   By Lori H, October 10, 2013
   • 12 replies
   • 2.2k views
   • 
   • BG5150
   • October 11, 2013

2. Can a sponsor of an ESOP hold contributions as cash?

   By Guest jhilliard, October 27, 2003
   • 1 reply
   • 1.4k views
   • 
   • TCWalker
   • October 27, 2003

3. can an esop own real property?

   By Guest lworthington, February 4, 2005
   • 6 replies
   • 5.5k views
   • 
   • Demosthenes
   • February 11, 2005

4. Can an ESOP purchase its employer stock from someone other than the employer?

   By katieinny, August 16, 2012
   • 2 replies
   • 1.1k views
   • 
   • katieinny
   • August 16, 2012

5. Can anyone link me to FASB ASC 718-40?

   By Griswold, July 26, 2016
   • 2 replies
   • 2k views
   • 
   • david rigby
   • July 26, 2016

6. Can employer make ESOP contributions in order to make distributions to

   By Guest Bristol, June 13, 2000
   • 9 replies
   • 2.9k views
   • 
   • RLL
   • October 29, 2000

7. Can ESOP administrators exclude a group of Individuals from participat

   By Guest kenw, March 7, 2002
   • 4 replies
   • 3.3k views
   • 
   • Guest
   • April 24, 2002

8. Can ESOP own life insurance on a Key EE?

   By katieinny, January 17, 2013
   • 4 replies
   • 2.6k views
   • 
   • RLL
   • January 17, 2013

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

   By Cindy Anderson, August 24, 2020
   • 7 replies
   • 1.6k views
   • 
   • Cindy Anderson
   • September 2, 2020

10. Can ESOP/sponsoring employer jeopardize 1042 treatment?

    By Guest kredlin, March 14, 2001
    • 2 replies
    • 1.9k views
    • 
    • RLL
    • March 17, 2001

11. Can forfeited shares or forfeited cash be returned to the company and

    By John A, March 29, 2000
    • 4 replies
    • 2.8k views
    • 
    • RLL
    • July 12, 2018

12. Can former owner of co now become ESOP participant

    By Luis Miguel, July 21, 2015   

    • ESOP Owner
    • 6 replies
    • 2.8k views
    • 
    • david rigby
    • July 22, 2015

13. Can I roll over any part of my esop to another tax qualified plan?

    By Guest insurerr, December 28, 2000
    • 3 replies
    • 4.4k views
    • 
    • RLL
    • December 30, 2000

14. Can IRA Receive Rollover of ESOP Shares Without Prohibited Transaction?

    By Guest CMC, October 21, 2010
    • 4 replies
    • 2.5k views
    • 
    • KJohnson
    • October 22, 2010

15. Can one use excess Defined Benefit assets to seed an ESOP ?

    By Guest Sonia Kapoor, June 28, 2000
    • 6 replies
    • 1.6k views
    • 
    • RLL
    • July 5, 2000

16. Can professional corporation adopt ESOP?

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

17. Can S corp's use dividneds on allocated shares to pay off an exempt lo

    By Guest kredlin, February 5, 2001
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • February 7, 2001

18. Can sharholder receive allocation in separate Profit Sharing Plan

    By Guest Bob Lees, May 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • May 10, 2002

19. can stocks promised in an employment contract now be part of ESOP

    By Guest winmac, November 18, 1999
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • November 18, 1999

20. Can Testamentary Trust Elect 1042 Treatment

    By Guest John Nelson, July 20, 2004
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • July 20, 2004

21. Can the 401(k) portion of a KSOP hold a note?

    By Guest KoreAmBear, December 14, 2005
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • December 14, 2005

22. Can you make a missed contribution for a plan year if the 5500 was already filed?

    By Jilliandiz, December 10, 2003
    • 8 replies
    • 1.4k views
    • 
    • Jilliandiz
    • December 12, 2003

23. Can't Pay the Put

    By Hoard1, March 9, 2000
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • March 10, 2000

24. Canadian subsidiary

    By lexi, October 6, 2006
    • 1 reply
    • 1.8k views
    • 
    • BeckyMiller
    • October 14, 2006

25. Candaian EE in a US ESOP?

    By lexi, February 26, 2007
    • 6 replies
    • 4.9k views
    • 
    • RLL
    • September 2, 2008

26. capitalize and buyout ESOP

    By eilano, April 10, 2001
    • 1 reply
    • 2k views
    • 
    • RLL
    • April 10, 2001

27. CARES Act Application to ESOP Distribution with NUA

    By Cardscrazy, December 15, 2020   

    • esop
    • 2020taxes
    • (and 6 more)

      Tagged with:

      • esop
      • 2020taxes
      • cares act
      • capital gain
      • ordinary income
      • form 8275
      • form 8915-e
      • form 4972
    • 0 replies
    • 823 views
    • 
    • Cardscrazy
    • December 15, 2020

28. Cash Bonus calculated based on ESOP Stock held?

    By Guest DMZ, May 17, 2005
    • 1 reply
    • 2.1k views
    • 
    • BeckyMiller
    • May 23, 2005

29. Cash distributions to 4975(e) disqualified persons

    By Guest tmills, July 14, 2006
    • 4 replies
    • 2.8k views
    • 
    • QDROphile
    • March 3, 2011

30. Cash vs Stock

    By Jilliandiz, July 10, 2006
    • 3 replies
    • 2k views
    • 
    • E as in ERISA
    • July 10, 2006

31. Cashing out ESOP and where do I go?

    By Allen R. Young, October 14, 2017
    • 7 replies
    • 5.7k views
    • 
    • ESOP Guy
    • October 17, 2017

32. cashless opyion provision in a stock option agreement of a publicly tr

    By Guest WORLD_B, March 19, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 19, 2001

33. Change Distribution Policy

    By HCE, January 22, 2025
    • 6 replies
    • 1.4k views
    • 
    • Peter Gulia
    • January 23, 2025

34. Change from lump sum to installment

    By Guest hanakuin, June 28, 2011
    • 1 reply
    • 1.9k views
    • 
    • ESOP Guy
    • June 28, 2011

35. Change in Distribution Policy

    By ERISA-Bubs, March 19, 2018
    • 8 replies
    • 2.8k views
    • 
    • ERISA-Bubs
    • March 19, 2018

36. Change in ESOP Distribution Schedule for Participant in Pay Status

    By ERISA-Bubs, March 19, 2018
    • 1 reply
    • 1.3k views
    • 
    • ESOP Guy
    • March 19, 2018

37. Change in Payment Period?

    By beartd, December 6, 2016
    • 3 replies
    • 1.3k views
    • 
    • CarloCarmichael
    • October 14, 2017

38. Change of compensation definition for terminating ESOP

    By OKC73134, December 5, 2018   

    • terminating plans
    • esops
    • 1 reply
    • 714 views
    • 
    • JamesK
    • December 6, 2018

39. Change of Corporate Structure

    By HCE, September 22, 2021
    • 3 replies
    • 838 views
    • 
    • EBECatty
    • September 22, 2021

40. Changing a 401(k) plan to an ESOP

    By LIBERTYKID, November 2, 2007
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • November 2, 2007

41. Cite for S-Corp Distributions to ESOP?

    By Guest boberlander, March 8, 2001
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • March 9, 2001

42. CO Lawyer Recommendations

    By Crjcpm, October 6, 2021
    • 4 replies
    • 779 views
    • 
    • Crjcpm
    • October 8, 2021

43. Code Section 4960 Apply to ESOPs?

    By EB_Associate, April 9, 2021
    • 5 replies
    • 780 views
    • 
    • EB_Associate
    • April 13, 2021

44. Comments on Termination of ESOP at one price and subsequent stock subs

    By Guest Jim Vogl, December 6, 2000
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • December 6, 2000

45. Company acquiring another company

    By kwalified, June 6, 2012
    • 2 replies
    • 1.7k views
    • 
    • masteff
    • June 7, 2012

46. Company Bought Out What Happens To My ESOP

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

47. Company bought out... ESOP payout questions

    By Guest Spindle, June 17, 2004
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • June 17, 2004

48. Company going public - should ee buy stock at issue price or exercise stock options?

    By Guest benefitsmom, August 10, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 10, 2005

49. company has esop - wants to grant stock options to key employees - are

    By EGB, January 24, 2000
    • 4 replies
    • 1.9k views
    • 
    • EGB
    • January 27, 2000

50. company sale and KSOP

    By eilano, July 21, 2004
    • 6 replies
    • 2.3k views
    • 
    • mbozek
    • July 22, 2004