Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Company Selling Stock

   By Guest Aidin, July 17, 2002
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • July 17, 2002

2. Company sold 2 years ago

   By Guest golf4food, May 13, 2009
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • May 14, 2009

3. Company stock in MP part of ESOP

   By Richard Anderson, September 23, 1999
   • 4 replies
   • 2k views
   • 
   • RLL
   • September 25, 1999

4. Compensation for ABT - combo ESOP and k plan

   By cpc0506, January 10, 2019
   • 3 replies
   • 625 views
   • 
   • Mike Preston
   • January 10, 2019

5. Compensation for delayed distribution

   By Guest Sherry S, December 9, 1999
   • 3 replies
   • 2.1k views
   • 
   • RLL
   • December 9, 1999

6. Compliance Testing

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

7. Compound interest

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

8. Comprehensive checklist for reviewing esop clients

   By Tax Cowboy, June 9, 2023
   • 5 replies
   • 1.4k views
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   • Tax Cowboy
   • June 14, 2023

9. Confused about "Within One Taxable Year"

   By ERISAatty, September 28, 2009
   • 6 replies
   • 2.2k views
   • 
   • Guest
   • October 5, 2009

10. Contribution is too big

    By Guest DennisT, November 17, 1999
    • 5 replies
    • 2.4k views
    • 
    • RLL
    • December 9, 1999

11. Control Premiums

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

12. Controlled Group

    By Guest Fourohonekay, June 12, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 12, 2003

13. Controlled Group ESOP

    By Guest Emiman, June 20, 2006
    • 12 replies
    • 5.8k views
    • 
    • BeckyMiller
    • April 9, 2007

14. Controlled Group With S Corporations Deduction Limit

    By Guest danwintz, August 17, 2000
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • August 18, 2000

15. Conversion from C corp to S corp - ESOP Amendments?

    By Scott, February 24, 2005
    • 2 replies
    • 2.2k views
    • 
    • BeckyMiller
    • March 8, 2005

16. Conversion of 401(k) Plan to KSOP

    By Guest t936, December 17, 2001
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • December 20, 2001

17. Conversion of Common to Preferred Stock - Section 306 Stock - 1042 Transaction

    By Guest JVH, March 28, 2005
    • 1 reply
    • 1.6k views
    • 
    • Kirk Maldonado
    • March 28, 2005

18. Conversion of KSOP to 401(k) plan investing only match in employer sto

    By Guest mbklein, January 19, 1999
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • January 24, 1999

19. Conversion of Stock Bonus to ESOP

    By Guest jmlumpkin, June 21, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 21, 2004

20. Convert 401 to ESOP to get 404(k) deduction

    By Guest Rudy, November 12, 2001
    • 25 replies
    • 7.9k views
    • 
    • RLL
    • November 15, 2001

21. Convert Former Participant's Accounts to Cash / Stock buy-back

    By Guest DDahl, July 22, 2008
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 22, 2008

22. Converting 401(k) to KSOP after EGTRRA

    By Guest T-BONE, August 16, 2001
    • 6 replies
    • 3.1k views
    • 
    • RLL
    • August 17, 2001

23. Converting ESOP to 401K

    By Guest jlsilver, December 4, 2001
    • 4 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • December 4, 2001

24. Converting ESOP to Profit-Sharing Plan

    By Guest CMC, May 12, 2003
    • 2 replies
    • 2.3k views
    • 
    • RLL
    • May 21, 2003

25. Converting or adding an ESOP provision to a 401(k) plan to provide EE

    By Guest Jim Jesikiewicz, November 7, 2000
    • 1 reply
    • 1.3k views
    • 
    • RLL
    • November 7, 2000

26. 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

27. Coordination of Closing and Valuation

    By Guest Babs, February 26, 2003
    • 1 reply
    • 1.1k views
    • 
    • RLL
    • February 26, 2003

28. Correcting Loan Allocation Error / PT Similar to TAM 201425019

    By 401 Chaos, June 8, 2016
    • 0 replies
    • 811 views
    • 
    • 401 Chaos
    • June 8, 2016

29. Corresponding ERISA section?

    By Griswold, January 11, 2017
    • 1 reply
    • 769 views
    • 
    • Griswold
    • January 11, 2017

30. Cost Basis

    By Guest pjb, May 29, 2003
    • 1 reply
    • 2.5k views
    • 
    • RLL
    • May 29, 2003

31. Cost basis again

    By Guest pjb, June 10, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 10, 2003

32. Cost basis for leveraged ESOP shares

    By Tegernsee, March 14, 2024
    • 3 replies
    • 1.1k views
    • 
    • Tegernsee
    • March 19, 2024

33. Coverage of leased/shared employees by an ESOP.

    By Guest JPCMPLS, January 26, 1999
    • 1 reply
    • 3.9k views
    • 
    • Linda Wilkins
    • August 31, 2017

34. Coverage Test on a Small Frozen ESOP

    By Lori H, March 28, 2017
    • 1 reply
    • 640 views
    • 
    • Mike Preston
    • March 28, 2017

35. Cross-tested 401(k) Plan and ESOP

    By eilano, June 9, 2005
    • 1 reply
    • 2.9k views
    • 
    • CTipper
    • April 26, 2007

36. Cross-testing & ESOP

    By Andy, December 16, 2024
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • December 16, 2024

37. Custodian of stock certificates

    By Guest ladycpa, October 8, 2003
    • 2 replies
    • 2.6k views
    • 
    • QDROphile
    • October 8, 2003

38. date for conducting ADP/ACP testing

    By lexi, January 16, 2007
    • 8 replies
    • 2.9k views
    • 
    • lexi
    • January 19, 2007

39. Date of Termination as it effects employee distribution rights

    By Guest KFN 13, June 10, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 10, 2000

40. Debt buyout of conpany with ESOP

    By Guest lostinfargo, March 7, 2010
    • 1 reply
    • 1.4k views
    • 
    • Marcus R Piquet
    • June 7, 2010

41. Debt restructuring

    By ESOP1, October 16, 2017
    • 3 replies
    • 2k views
    • 
    • ESOP1
    • October 17, 2017

42. Declaratory Action bond anouy for appeal from USTC

    By Tax Cowboy, February 1, 2024
    • 1 reply
    • 715 views
    • 
    • Peter Gulia
    • February 1, 2024

43. Deduction ESOP contributions

    By Lori Foresz, April 22, 2004
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • June 9, 2004

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

    By Belgarath, June 29, 2018
    • 3 replies
    • 1.2k views
    • 
    • A Shot in the Dark
    • June 29, 2018

45. Definitely Determinable Benefit (Principal Only vs. Principal + Intere

    By Guest EMC, May 2, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 6, 2002

46. Definition of "Readily tradeable" for the put option requirements

    By Guest ladycpa, March 17, 2004
    • 1 reply
    • 1.8k views
    • 
    • Harwood
    • March 17, 2004

47. Definition of qualifying employer securities for a 401(k) plan

    By Guest Anna Torti, January 4, 2001
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • January 4, 2001

48. Definition of Stock Bonus Plan

    By Dawn Hafner, July 25, 2002
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • July 25, 2002

49. Delaying an ESOP distribution

    By Foodbuilder, May 21, 2020
    • 4 replies
    • 2.4k views
    • 
    • dmwe
    • May 22, 2020

50. Delays in GUST determination letters on combined money purchase stock

    By KJohnson, February 5, 2003
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • February 6, 2003