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Employee Stock Ownership Plans (ESOPs)

1,188 topics in this forum

  1. Plan year change?

    By Belgarath,
    • 5 replies
    • 4.1k views

  2. Uses for S-Corp distributions to sole shareholder

    By katieinny,   
    • 8 replies
    • 2.2k views

  3. need help learning choices for division of ESOP

    By Guest fancynancy,   
    • 6 replies
    • 3.3k views

  4. Prepayment of Loan - Reg. 54.4975-7(b)(5) Limitations

    By Yesrod5,
    • 14 replies
    • 8.2k views

  5. Dividends on Allocated Stock Used for Repayment of Loan

    By Guest MEvans_API,   
    • 2 replies
    • 3k views

  6. TRA 1986 and Diversification Rules / Stock Split

    By Guest vdh2014,   
    • 1 reply
    • 1.6k views

  7. Stock Appreciation Rights and synthetic equity

    By Belgarath,
    • 4 replies
    • 2.9k views

  8. 409(p) - first year and subsequent year issues

    By Belgarath,
    • 1 reply
    • 1.4k views

  9. Leveraging an ESOP

    By Guest ESOPADMIN,
    • 5 replies
    • 1.7k views

  10. Purchasing stock - timing, etc.

    By Belgarath,
    • 22 replies
    • 4.3k views

  11. Fair Market Value for Selling Trustee

    By Guest jvgatty,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  12. Meaning of "substantially all" for restricting distributions of stock

    By lalaland,
    • 3 replies
    • 3k views

  13. Mirrored Loans

    By ERISA-Bubs,
    • 1 reply
    • 1.7k views

  14. Board of Directors benefits

    By Guest jimmus,
    • 10 replies
    • 5.1k views
    • Guest
    • Guest

  15. ESOP Case: Lee, et al v. Builder's Supply Co, et al ....Info?

    By Guest Grecco,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  16. Allocation (Year-End Employment - Participant on Long Term Disability)

    By Yesrod5,
    • 2 replies
    • 1.4k views

  17. Roth Transfer...

    By TPS,
    • 3 replies
    • 3.3k views

  18. Must the Company Pay the Total Lump Sum Distribution Now ?

    By Guest Grecco,
    • 5 replies
    • 2.7k views
    • Guest
    • Guest

  19. DOL ruling re lender and ESOP trustee?

    By Guest TaxedToDeath,
    • 1 reply
    • 1.5k views

  20. ESOP: Current Employee Age 70 ½ - Wants Full Distribution

    By Guest Grecco,
    • 3 replies
    • 2.7k views
    • Guest
    • Guest

  21. Can a Company Change its Reason for a Denying a Claim?

    By Guest Grecco,
    • 7 replies
    • 2.1k views
    • Guest
    • Guest

  22. Dividends on unallocated shares

    By Guest JM123,   
    • 3 replies
    • 5.4k views

  23. Safe Harbor Contribution in ESOP plan instead of 401(k)

    By Rai401k,
    • 2 replies
    • 3.5k views

  24. Esop combined with 401(k) or use separate plans

    By Belgarath,
    • 6 replies
    • 3.9k views

  25. Can a distribution withhold 30%?

    By Lori H,
    • 12 replies
    • 2.4k views

  26. S-Corp ESOP - Change Distribution Form - Protected Benefit

    By Guest ERISAk,
    • 1 reply
    • 1.6k views

  27. ESOP Diversification Qualified Election Period and Notice 88-56

    By Guest ERISAk,
    • 4 replies
    • 3.3k views
    • Guest
    • Guest

  28. Release of shares on cash basis?

    By Belgarath,
    • 7 replies
    • 2.9k views

  29. Dormant ESOP with a vesting schedule

    By kwalified,   
    • 3 replies
    • 2.4k views
    • GMK
    • GMK

  30. ESOP termination and RMD

    By Guest BROKER10,
    • 9 replies
    • 5k views

  31. Transfer assets from a 401(k) plan to an ESOP

    By AJ North,
    • 8 replies
    • 6.9k views
    • Guest
    • Guest

  32. 100% ESOP - FBAR Filing

    By TPS,
    • 3 replies
    • 4.3k views

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

    By EGB,
    • 7 replies
    • 4.1k views

  34. Diversification Rights in Terminated ESOP

    By Guest Agnes,
    • 3 replies
    • 2k views

  35. Private Company - Common Stock in ESOP; Peferred Stock Outside ESOP?

    By ERISA-Bubs,
    • 0 replies
    • 1.2k views

  36. Primarily invested in stock

    By Tom Poje,
    • 12 replies
    • 6.2k views
    • Guest
    • Guest

  37. Loan Payment with allocated cash?

    By Guest MaineERISA,   
    • 2 replies
    • 3.3k views
    • Guest
    • Guest

  38. S-corp ESOP, non-allocation year consequences

    By Belgarath,
    • 2 replies
    • 2.8k views

  39. Loan Payments Exceed Deductibility Limit

    By Guest SRH,   
    • 7 replies
    • 3.1k views

  40. ESOP accounting and share release

    By DPL,   
    • 3 replies
    • 6.7k views

  41. Pros and Cons for S-Corp ESOP

    By kwalified,
    • 9 replies
    • 4.2k views

  42. Allocation of Expenses between ESOP and Employer

    By Yesrod5,
    • 3 replies
    • 2.1k views

  43. ESOP termination - stock nearly worthless

    By Belgarath,
    • 4 replies
    • 9.9k views

  44. ESOP distributions and Canadian Taxes

    By ESOP Guy,
    • 0 replies
    • 1.7k views

  45. ESOP documents -- required provisions?

    By Guest AEAllen,
    • 1 reply
    • 1.4k views

  46. ESOP lump sum distribution - 20% withholding required?

    By Spencer,
    • 2 replies
    • 7k views

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

    By katieinny,
    • 4 replies
    • 2.8k views
    • RLL
    • RLL

  48. Post-Termination RMD Obligations

    By Guest ebenny,
    • 3 replies
    • 1.8k views

  49. Protected benefit

    By Guest ENT,
    • 2 replies
    • 2.6k views

  50. Put at Book Value?

    By dmwe,
    • 6 replies
    • 2.3k views
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