Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Diversification rights for former employee

   By Belgarath, July 11, 2017
   • 1 reply
   • 1.8k views
   • 
   • ESOP Guy
   • July 11, 2017

2. Diversification Rights in Terminated ESOP

   By Guest Agnes, May 15, 2013
   • 3 replies
   • 1.8k views
   • 
   • QDROphile
   • May 15, 2013

3. Diversification shares reallocation

   By Guest GS1100, June 8, 2002
   • 1 reply
   • 1.6k views
   • 
   • RLL
   • June 8, 2002

4. Diversification Transfer to a 401(k) plan.

   By Guest, March 21, 2001
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • March 21, 2001

5. Diversification upon plan reentry after a normal retirement age distri

   By KJohnson, June 27, 2000
   • 4 replies
   • 1.6k views
   • 
   • RLL
   • June 28, 2000

6. Diversification when share value/allocation done after 6/30

   By Guest crosseyetester, January 31, 2007
   • 7 replies
   • 2.1k views
   • 
   • Guest
   • June 6, 2007

7. Diversification-how to count years of participation

   By Guest DeePA, October 6, 2004
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • October 6, 2004

8. Diversify, Yes or No! It's got me crazy!!!!!!!

   By Guest Troubles, December 6, 2002
   • 3 replies
   • 1.5k views
   • 
   • QDROphile
   • December 6, 2002

9. Dividend deduction

   By Guest ladycpa, December 31, 2002
   • 1 reply
   • 1.7k views
   • 
   • RLL
   • January 3, 2003

10. Dividend deduction admin considerations

    By Guest PAL100759, July 19, 2001
    • 3 replies
    • 2.2k views
    • 
    • RLL
    • July 26, 2001

11. Dividend Deductions and ADP/ACP Testing

    By Guest sandersiii, November 4, 2003
    • 5 replies
    • 1.8k views
    • 
    • QDROphile
    • November 5, 2003

12. Dividend distributions from stock bonus/money purchase pension plan

    By Guest lizano, October 3, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 3, 2003

13. Dividend Pass Through

    By Just Me, May 25, 2012
    • 0 replies
    • 1.7k views
    • 
    • Just Me
    • May 25, 2012

14. Dividend Pass-through

    By MoJo, August 26, 1999
    • 7 replies
    • 10.3k views
    • 
    • MWeddell
    • September 1, 1999

15. Dividend Reinvestment Election

    By TPSreports, December 2, 2016
    • 1 reply
    • 1.2k views
    • 
    • ESOP Guy
    • December 2, 2016

16. Dividend tax question

    By Newbie K, August 13, 2024
    • 3 replies
    • 904 views
    • 
    • MBESQ
    • August 15, 2024

17. Dividends and fair market value test

    By Guest tmills, January 19, 2007
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 19, 2007

18. Dividends included in annual additions?

    By RLL, April 12, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • April 12, 2000

19. Dividends must be listed on Schedule E if they remain in the plan?

    By Guest Bob Lees, October 26, 2001
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • October 26, 2001

20. Dividends on Allocated Stock Used for Repayment of Loan

    By Guest MEvans_API, June 17, 2014   

    • dividends
    • esop
    • (and 3 more)

      Tagged with:

      • dividends
      • esop
      • allocated stock
      • loan repayment
      • allocation
    • 2 replies
    • 2.7k views
    • 
    • ESOP Guy
    • June 18, 2014

21. Dividends on unallocated shares

    By Guest JM123, November 20, 2013   

    • Not used to repay loan
    • 3 replies
    • 4.9k views
    • 
    • QDROphile
    • November 20, 2013

22. Dividends used to pay ESOP loan

    By Guest John Nelson, March 11, 2008
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • March 11, 2008

23. Dividends Used to Repay Loan

    By Scott, September 13, 1999
    • 7 replies
    • 2.5k views
    • 
    • RLL
    • September 28, 1999

24. Do 409(e) voting rules apply to stock owned under a 401(k) portion of

    By Guest kredlin, August 16, 2000
    • 7 replies
    • 2.4k views
    • 
    • RLL
    • August 24, 2000

25. Do diversification amounts in a KSOP include 401(k) accounts?

    By Guest jdw, February 26, 2004
    • 1 reply
    • 2.1k views
    • 
    • BeckyMiller
    • March 12, 2004

26. Do ESOP participants have pass-through voting rights if the sponsor switches from C to S corp?

    By Guest Benefits Brewster, November 5, 2003
    • 7 replies
    • 5.4k views
    • 
    • Guest
    • November 16, 2003

27. Do the QJSA requirements apply to a participant's Other Investments Ac

    By Guest Darrell, October 19, 2001
    • 8 replies
    • 2.5k views
    • 
    • Kirk Maldonado
    • November 22, 2001

28. Does 404(k) allow a deduction for passing through dividends attributab

    By stephen, August 10, 2000
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • August 13, 2000

29. Does a plan cease to be an ESOP when only 50% of its assets are invest

    By Guest Fred Benefits, December 23, 2000
    • 3 replies
    • 2k views
    • 
    • RLL
    • December 26, 2000

30. Does a small ESOP need a CPA's audit?

    By Peter Gulia, January 5, 2016   

    • Form 5500; audit; CPA; small
    • 2 replies
    • 2k views
    • 
    • ESOP Guy
    • January 5, 2016

31. Does the ESOP Have Pay for Legal Support or Can that be Paid for by the Company?

    By redrobin, January 13, 2016   

    • ESOP Legal Costs
    • 9 replies
    • 2.1k views
    • 
    • ESOP Guy
    • January 14, 2016

32. Does this ER's idea for life insurance in the ESOP work?

    By katieinny, July 27, 2016
    • 3 replies
    • 2.4k views
    • 
    • katieinny
    • July 27, 2016

33. Does years of credited service equal years of participation for divers

    By Guest DDB, April 21, 2000
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • April 22, 2000

34. DOL audit ESOP - IDR Response

    By Tax Cowboy, March 5, 2020   

    • esop
    • dol audits
    • 3 replies
    • 1.3k views
    • 
    • ESOP Guy
    • March 6, 2020

35. DOL Bureau of Labor Statistics (BLS) email question

    By Tax Cowboy, May 5, 2021   

    • dol
    • 2 replies
    • 1.1k views
    • 
    • Degrand
    • May 14, 2021

36. DOL Examination Process

    By Guest amboyd, May 16, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 16, 2001

37. DOL ruling re lender and ESOP trustee?

    By Guest TaxedToDeath, December 12, 2013
    • 1 reply
    • 1.4k views
    • 
    • Peter Gulia
    • December 13, 2013

38. DOL/EBSA investigation SOL

    By Tax Cowboy, August 17, 2022
    • 4 replies
    • 1.3k views
    • 
    • Tax Cowboy
    • August 18, 2022

39. Dollar Amount Increased, What About Payout Period?

    By smm, April 1, 2004
    • 1 reply
    • 1.2k views
    • 
    • RLL
    • April 1, 2004

40. Dormant ESOP with a vesting schedule

    By kwalified, August 21, 2013   

    • Need to fully vest?
    • 3 replies
    • 2.2k views
    • 
    • GMK
    • August 21, 2013

41. Early Distribution Due To Long-Term Disability

    By Guest kappel98, September 22, 2002
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • September 29, 2002

42. Early Diversification?

    By TBob, September 5, 2006
    • 1 reply
    • 2k views
    • 
    • RLL
    • September 5, 2006

43. EGTRRA

    By nancy, December 11, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 19, 2007

44. EGTRRA - ESOP Provision

    By Guest EMozley, June 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • IRC401
    • June 20, 2001

45. EGTRRA affect on ESOPS

    By Guest Ralph, July 23, 2001
    • 6 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • August 1, 2001

46. EGTRRA Restatement Determ. Letters on ESOPs

    By Guest gaham, February 8, 2010
    • 7 replies
    • 2.5k views
    • 
    • GMK
    • March 11, 2010

47. Eligible for Roth IRA?

    By joel, August 22, 2017
    • 3 replies
    • 945 views
    • 
    • joel
    • August 23, 2017

48. Eliminate Pass Thru Voting

    By Tot, January 8, 2009
    • 2 replies
    • 1.8k views
    • 
    • Tot
    • January 14, 2009

49. Eliminating Right to Employer Stock Distribution

    By Guest friedbrain, March 23, 2001
    • 1 reply
    • 2.2k views
    • 
    • RLL
    • March 23, 2001

50. elimination of cash option

    By LIBERTYKID, November 26, 2008
    • 7 replies
    • 2.2k views
    • 
    • RLL
    • December 3, 2008