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. Stock Options

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

3. Employer discretion over form of benefit

   By JRN, October 29, 2015
   • 4 replies
   • 1.5k views
   • 
   • Marcus R Piquet
   • October 30, 2015

4. ESOP purchase of another company

   By Guest beth beaube, July 27, 1999
   • 4 replies
   • 3.9k views
   • 
   • Guest
   • July 28, 1999

5. Participation in Union Health Plan by ESOP Company

   By Guest sjlbenefits, April 14, 2009
   • 4 replies
   • 1.5k views
   • 
   • jpod
   • April 14, 2009

6. CO Lawyer Recommendations

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

7. ESOP & cross testing

   By Guest Stacey L Miller, August 19, 1999
   • 4 replies
   • 2.9k views
   • 
   • Guest
   • August 24, 1999

8. Terminating ESOP while under Audit?

   By Tax Cowboy, December 4, 2018   

   • esop
   • termination
   • 4 replies
   • 1.1k views
   • 
   • ESOP Guy
   • December 5, 2018

9. Leveraged ESOP establishes loan on last day of plan year

   By Guest pensionadmin, August 26, 2002
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • August 29, 2002

10. Form of Distribution Dependent on Account Balance

    By Guest cphs, May 13, 2004
    • 4 replies
    • 1.4k views
    • 
    • RTK
    • May 24, 2004

11. Investing Dividends in Non-Stock Assets

    By Alf, August 27, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • September 13, 2004

12. Disqualified person at default or time of promissory note?

    By Guest BJW, March 4, 2002
    • 3 replies
    • 1.7k views
    • 
    • RLL
    • March 4, 2002

13. Distribution Method

    By JimboPColtrane, September 6, 2022
    • 3 replies
    • 2k views
    • 
    • Mike McWherter
    • September 7, 2022

14. Party in Interest uses his company stock to buy real estate from profit sharing plan

    By Yesrod5, January 31, 2015
    • 3 replies
    • 1.5k views
    • 
    • RLL
    • January 31, 2015

15. Post-Termination RMD Obligations

    By Guest ebenny, November 26, 2012
    • 3 replies
    • 1.7k views
    • 
    • ESOP Guy
    • November 26, 2012

16. Implementation of ESPP in IPO Context

    By Guest Art72, June 24, 2002
    • 3 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • June 25, 2002

17. FAS 150

    By Guest mcook, June 18, 2003
    • 3 replies
    • 1.8k views
    • 
    • BeckyMiller
    • September 8, 2003

18. All ESOP stock being purchased by current shareholder

    By Guest deathbycashcall, September 6, 2011
    • 3 replies
    • 1.6k views
    • 
    • Peter Gulia
    • September 7, 2011

19. Allocate k-1 income of S-corp to ESOP?

    By John A, September 27, 1999
    • 3 replies
    • 4k views
    • 
    • John A
    • September 29, 1999

20. Interest on ESOP Installment Payments

    By Guest JHadel, November 3, 2004
    • 3 replies
    • 3k views
    • 
    • BeckyMiller
    • November 8, 2004

21. My Fiduciary Will Not Listen

    By Guest CJS, August 1, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 6, 2003

22. "Designed to invest primarily"

    By Guest gaham, February 7, 2003
    • 3 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • February 8, 2003

23. f a C-corp establishes an ESOP that purchases 51% of the outstanding C

    By EGB, November 2, 1999
    • 3 replies
    • 1.6k views
    • 
    • RLL
    • November 3, 1999

24. ESOP valuation

    By Guest Diane DuFresne, May 12, 2003
    • 3 replies
    • 1.6k views
    • 
    • RLL
    • May 21, 2003

25. Allocation of Released Shares

    By Guest DBolling, April 25, 2002
    • 3 replies
    • 2.3k views
    • 
    • RLL
    • April 26, 2002

26. question on annual ESOP payments

    By Guest nynaeve, July 14, 2008
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • July 15, 2008

27. ESOP Distribution Options

    By Guest CRC02, June 5, 2002
    • 3 replies
    • 2k views
    • 
    • RLL
    • June 5, 2002

28. Company Selling Stock

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

29. Investment of matching contributions

    By Guest RJW, November 22, 2005
    • 3 replies
    • 1.7k views
    • 
    • MWeddell
    • November 23, 2005

30. s corp esop

    By Guest mbrand, May 24, 2005
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • May 26, 2005

31. Old ESOP Plan Documents / No Adoption Agreement

    By Tax Cowboy, February 19, 2021   

    • esop
    • plan documents
    • (and 2 more)

      Tagged with:

      • esop
      • plan documents
      • adoption agreement
      • audit
    • 3 replies
    • 1.1k views
    • 
    • Tax Cowboy
    • February 23, 2021

32. Compensation for delayed distribution

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

33. Dividend tax question

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

34. Reimbursement for expenses of establishing and administering plan 409(i)

    By jstorch, January 14, 2009
    • 3 replies
    • 1.7k views
    • 
    • RLL
    • January 15, 2009

35. Debt restructuring

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

36. ESOP Loan is paid off, can they make a profit sharing contribution?

    By Jilliandiz, November 4, 2004
    • 3 replies
    • 2k views
    • 
    • QDROphile
    • November 4, 2004

37. What to do when employee entitled to distribution and diversification

    By Guest tldresch, June 25, 2002
    • 3 replies
    • 1.7k views
    • 
    • RLL
    • June 27, 2002

38. Self-Correcting Retirement Plan (ESOP) while under audit?

    By Tax Cowboy, May 19, 2020   

    • esop
    • audit
    • (and 1 more)

      Tagged with:

      • esop
      • audit
      • self-correction program
    • 3 replies
    • 973 views
    • 
    • Luke Bailey
    • May 19, 2020

39. Share release when amortization schedule "changes"

    By mattmc82, May 29, 2019
    • 3 replies
    • 732 views
    • 
    • mattmc82
    • May 30, 2019

40. ESOP and S-Corporations

    By Guest AllanB, December 27, 1999
    • 3 replies
    • 2.1k views
    • 
    • BeckyMiller
    • December 31, 1999

41. Diversification - minimum amount

    By Guest oxdougw, July 20, 2005
    • 3 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • August 17, 2005

42. Employer deposited too much into the ESOP?

    By jkharvey, May 25, 2005
    • 3 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • May 26, 2005

43. Non Elective Safe Harbor and ESOPs

    By CTipper, April 13, 2007
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • April 19, 2007

44. Wife's company purchased; ESOP being liquidated

    By Guest mickster, August 13, 2010
    • 3 replies
    • 2k views
    • 
    • Guest
    • October 12, 2010

45. ESPP and 162 (m)

    By Guest M Treider, May 30, 2001
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • May 31, 2001

46. ESOP dividends

    By Guest JMN, May 23, 2011
    • 3 replies
    • 2.1k views
    • 
    • RLL
    • May 23, 2011

47. 415

    By Guest skc, November 28, 2005
    • 3 replies
    • 2.1k views
    • 
    • stephen
    • December 2, 2005

48. Proxy voting

    By Scuba 401, January 21, 2000
    • 3 replies
    • 4.2k views
    • 
    • Scuba 401
    • January 24, 2000

49. Use of cash in ESOP trust

    By Guest svatty, January 27, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 27, 2000

50. Non-publicly traded company converting to public company

    By Guest RMM, February 4, 2000
    • 3 replies
    • 2k views
    • 
    • RLL
    • February 8, 2000