Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. 1042 Sale

   By Lori Foresz, June 3, 2006
   • 4 replies
   • 2.6k views
   • 
   • RTK
   • June 5, 2006

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

   By Guest Grecco, November 22, 2013
   • 3 replies
   • 2.6k views
   • 
   • Guest
   • November 22, 2013

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

   By katieinny, January 17, 2013
   • 4 replies
   • 2.5k views
   • 
   • RLL
   • January 17, 2013

4. EGTRRA Restatement Determ. Letters on ESOPs

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

5. 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

6. ESOP non leveraged stock

   By Guest jwill, August 29, 2007
   • 7 replies
   • 2.5k views
   • 
   • BeckyMiller
   • September 6, 2007

7. Is stock held in ESOP considered for hce and key ee determination

   By Guest padmin, February 8, 2005
   • 1 reply
   • 2.5k views
   • 
   • Harwood
   • February 8, 2005

8. ESOP: Retroactive amendment

   By Guest qualified plan, December 20, 2001
   • 7 replies
   • 2.5k views
   • 
   • RLL
   • January 2, 2002

9. Sub S conversion and built-in gains tax

   By Guest nader12, November 3, 2000
   • 5 replies
   • 2.5k views
   • 
   • Guest
   • January 3, 2001

10. TPA reluctant to provide information regarding ownership of ER stock

    By katieinny, November 2, 2006
    • 12 replies
    • 2.5k views
    • 
    • katieinny
    • November 3, 2006

11. Who runs the Company?

    By Guest apl, December 4, 1999
    • 1 reply
    • 2.5k views
    • 
    • RLL
    • December 6, 1999

12. Dividends Used to Repay Loan

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

13. S Corp distributions, share release and 415

    By Guest tmills, January 31, 2006
    • 1 reply
    • 2.5k views
    • 
    • stephen
    • February 1, 2006

14. Early Distribution Due To Long-Term Disability

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

15. Cost Basis

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

16. 409(l) Greatest Dividend Rights

    By Guest MAS-MN, July 31, 2000
    • 3 replies
    • 2.5k views
    • 
    • RLL
    • August 3, 2000

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

    By Guest Grecco, December 19, 2013
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • December 19, 2013

18. Timing of distribution under 409(o)(1)(B) to retired employee

    By Guest alliketchum, September 23, 2003
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • March 28, 2004

19. Is ESOP diversification election applicable to 401(k) deferrals invested in employer stock?

    By Guest Pennysaver, March 23, 2011
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • March 24, 2011

20. Erroneous Release of Collateral for Exempt Loan

    By Guest mmflaw, January 6, 2000
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • January 14, 2000

21. Term note to pay benefits

    By Guest SPOT, November 19, 2003
    • 4 replies
    • 2.5k views
    • 
    • RLL
    • December 19, 2003

22. Section 1042 Qualified Replacement Property

    By Guest H.J. Simpson, September 12, 2001
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • September 12, 2001

23. Rollovers of distributions from ESOPs?

    By Guest MikeD, August 10, 2007
    • 3 replies
    • 2.5k views
    • 
    • RLL
    • August 16, 2007

24. Compound interest

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

25. Amend From ESOP to 401(k)

    By Guest CitationSquirrel, March 6, 2002
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • May 13, 2002

26. Amend ESOP to provide distributions no later than 5th plan year

    By EGB, August 17, 2001
    • 2 replies
    • 2.4k views
    • 
    • EGB
    • August 17, 2001

27. First Year for an ESOP Plan

    By Jilliandiz, September 17, 2003
    • 1 reply
    • 2.4k views
    • 
    • BeckyMiller
    • September 19, 2003

28. Can't Pay the Put

    By Hoard1, March 9, 2000
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • March 10, 2000

29. How to fix incorrect loan payments and share releases?

    By Guest TPH, December 28, 2000
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • January 26, 2001

30. ESOP leveraging options

    By Guest cpadpl, June 19, 2004
    • 2 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • July 8, 2004

31. ESOP Dividends Paid on Form 5500, Schedule H?

    By Guest WAB, March 12, 2002
    • 4 replies
    • 2.4k views
    • 
    • pjkoehler
    • March 27, 2002

32. ESOP as Beneficiary of Life Insurance

    By Guest sammy, October 17, 2001
    • 4 replies
    • 2.4k views
    • 
    • RLL
    • October 24, 2001

33. Basic questions - KSOP use in acquiring S Corporation

    By Guest Msakr, June 6, 2010
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • June 8, 2010

34. withholding on stock options

    By Guest benefitsmom, January 24, 2006
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • January 26, 2006

35. Underwater ESOP

    By Guest CitationSquirrel, June 5, 2009
    • 1 reply
    • 2.4k views
    • 
    • Marcus R Piquet
    • June 8, 2009

36. Unreleased shares after loan is paid off

    By Guest SuzieQNEC, July 22, 2008
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • July 24, 2008

37. 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

38. Must a new valuation be done for an ESOP plan termination?

    By Richard Anderson, August 15, 2000
    • 3 replies
    • 2.4k views
    • 
    • RLL
    • August 15, 2000

39. Stock Options

    By leevena, October 5, 2007
    • 4 replies
    • 2.4k views
    • 
    • leevena
    • October 5, 2007

40. Protected benefit

    By Guest ENT, November 12, 2012
    • 2 replies
    • 2.4k views
    • 
    • ESOP Guy
    • November 15, 2012

41. Buyback of Stock from Frozen ESOP

    By Christine Roberts, June 21, 2002
    • 2 replies
    • 2.4k views
    • 
    • Christine Roberts
    • June 24, 2002

42. Employee excluded from ESOP distribution due to illness.

    By shareholder, July 16, 2020
    • 8 replies
    • 2.4k views
    • 
    • Degrand
    • August 4, 2020

43. Failure of dividend test

    By Guest tmills, March 3, 2011
    • 4 replies
    • 2.4k views
    • 
    • Marcus R Piquet
    • March 4, 2011

44. In-service Distributions

    By Guest amboyd, March 27, 2003
    • 3 replies
    • 2.4k views
    • 
    • RLL
    • March 28, 2003

45. ESOP Distribution and Taxes

    By Guest Marcus Burns, December 10, 2002
    • 2 replies
    • 2.4k views
    • 
    • QDROphile
    • December 13, 2002

46. ESOP vs. stock options?

    By Guest Lisssi, April 12, 2001
    • 1 reply
    • 2.4k views
    • 
    • BeckyMiller
    • April 12, 2001

47. 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

48. 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

49. Esop

    By Guest Dion Brockway, March 28, 2003
    • 2 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • March 12, 2004

50. S Corp Employer Deductions

    By Guest KLCarter, November 16, 2005
    • 1 reply
    • 2.4k views
    • 
    • stephen
    • November 16, 2005