Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Elimination of ESOP dividends invoke 411(d)(6)?

   By Guest RW, March 14, 2001
   • 1 reply
   • 1.8k views
   • 
   • RLL
   • March 17, 2001

2. Emerging Liability

   By K2, June 29, 2018
   • 7 replies
   • 1.2k views
   • 
   • K2
   • July 2, 2018

3. Employee excluded from ESOP distribution due to illness.

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

4. employee negotiating ESOP

   By Guest spanish prisoner, February 3, 1999
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • February 4, 1999

5. Employee rights and the trustee's fiduciary responsability

   By Guest Heidi Roche, July 13, 1999
   • 2 replies
   • 1.9k views
   • 
   • RLL
   • July 14, 1999

6. employee Salary after sale to ESOP

   By Guest myarbrough, July 6, 2000
   • 1 reply
   • 1.5k views
   • 
   • RLL
   • July 7, 2000

7. Employee Selling ESPP Stock.

   By Guest Scott Damschroder, March 20, 2000
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • March 20, 2000

8. Employee Stock Ownership Plan Accounting

   By jpod, January 10, 2002
   • 0 replies
   • 1.5k views
   • 
   • jpod
   • January 10, 2002

9. Employee Stock Purchase Plan

   By Guest benefitsanalyst, August 28, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • August 28, 2001

10. Employee Stock Purchase Plan

    By Randy Watson, August 25, 2011
    • 0 replies
    • 1.3k views
    • 
    • Randy Watson
    • August 25, 2011

11. Employee Stock Purchase Plans

    By Guest ladler, October 29, 2001
    • 7 replies
    • 4.3k views
    • 
    • david rigby
    • October 31, 2001

12. Employee Stock Purchase Program

    By Guest Yah Mon, July 1, 2001
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • July 5, 2001

13. employee terminates, paid out, rehired part time?

    By Lori H, September 19, 2007
    • 2 replies
    • 1.7k views
    • 
    • Lori H
    • September 19, 2007

14. Employees in two different ESOPs that are members of a controlled grou

    By Guest SRH, December 31, 2002
    • 1 reply
    • 998 views
    • 
    • RLL
    • December 31, 2002

15. Employees Paying Cost of an ESOP

    By Guest CudaLarry, March 11, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 11, 2008

16. Employer / Trustee roles

    By Guest brian_j, September 3, 2002
    • 7 replies
    • 2k views
    • 
    • Kirk Maldonado
    • September 4, 2002

17. Employer deposited too much into the ESOP?

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

18. Employer discretion over form of benefit

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

19. Employer overpaid $6000 on ESOP distribution that I rolled to IRA

    By joshgoldeneagle, June 25, 2015   

    • ESOP IRA
    • 18 replies
    • 5.3k views
    • 
    • GMK
    • August 3, 2015

20. Employer Penalties

    By Guest cnelson4780, January 21, 2008
    • 2 replies
    • 1.3k views
    • 
    • J Simmons
    • January 21, 2008

21. Employer Purchase of Stock from the ESOP

    By Guest cphcs, October 5, 2006
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • October 5, 2006

22. Employer Securities Defined

    By Guest GBMcGrath, February 18, 2003
    • 4 replies
    • 1.5k views
    • 
    • jpod
    • February 18, 2003

23. Employer stock in 401(k) Plan

    By Guest JBeck, February 10, 2004
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • February 10, 2004

24. Employer wants to buy shares from the ESOP

    By jkharvey, December 12, 2006
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • December 12, 2006

25. ERISA's definition of employer security

    By Guest Hadden2001, March 14, 2002
    • 0 replies
    • 2k views
    • 
    • Guest
    • March 14, 2002

26. Erroneous Release of Collateral for Exempt Loan

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

27. ERSOPS

    By Guest mikeymo, July 29, 2003
    • 43 replies
    • 16.2k views
    • 
    • jpod
    • December 1, 2011

28. Es0-

    By Guest fwreece, November 21, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 21, 2002

29. ESOP

    By Guest sooner1, August 9, 2008
    • 2 replies
    • 1.8k views
    • 
    • A Shot in the Dark
    • August 18, 2008

30. Esop

    By Guest Bdocbrock, September 23, 2002
    • 3 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • October 8, 2002

31. ESOP

    By Guest RetirementConsultant, June 28, 2007
    • 3 replies
    • 2.3k views
    • 
    • BeckyMiller
    • July 2, 2007

32. Esop

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

33. ESOP Cost Basis

    By 52626, May 19, 2015
    • 9 replies
    • 4.8k views
    • 
    • GMK
    • May 22, 2015

34. ESOP - 4 years and no appraisal or stock purchase

    By Guest rhkesop, August 29, 2012
    • 13 replies
    • 5.1k views
    • 
    • ESOP Guy
    • August 30, 2012

35. ESOP - IRS filing requirements upon purchase of Company stock

    By Guest Gibson, December 27, 2000
    • 1 reply
    • 2.7k views
    • 
    • RLL
    • December 28, 2000

36. ESOP - no plan amendment since 1995

    By PAL, December 3, 2008
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • December 3, 2008

37. ESOP - plan conversion

    By waid10, February 2, 2004
    • 1 reply
    • 1.5k views
    • 
    • BenefitsRUs21
    • December 17, 2020

38. ESOP - Service Veterans

    By ejg2553@gmail.com, November 19, 2020
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • November 19, 2020

39. ESOP - UBIT Shares

    By katiejoseph, September 23, 2020
    • 1 reply
    • 1.2k views
    • 
    • Degrand
    • September 28, 2020

40. ESOP / seller financing

    By Guest boberlander, June 28, 2001
    • 1 reply
    • 2.3k views
    • 
    • RLL
    • June 29, 2001

41. ESOP & 401(K)

    By Guest sgl, December 17, 2007
    • 1 reply
    • 2k views
    • 
    • A Shot in the Dark
    • December 17, 2007

42. ESOP & 401(K) OR just a KSOP?

    By Guest sugar daddy, June 7, 2011
    • 6 replies
    • 8.4k views
    • 
    • Ron Snyder
    • June 8, 2011

43. ESOP & 401(K) PLANS TREATMENT OF EXCESS ANNUAL ADDITIONS

    By Guest M. Martin, April 8, 2004
    • 3 replies
    • 1.5k views
    • 
    • WDIK
    • April 8, 2004

44. ESOP & Bankruptcy

    By Guest Benefitsrock, October 2, 2007
    • 1 reply
    • 3.4k views
    • 
    • Guest
    • October 29, 2007

45. ESOP & cross testing

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

46. ESOP & Divorcing with a QDRO

    By Guest jeafra7, September 5, 2007
    • 3 replies
    • 16.8k views
    • 
    • BeckyMiller
    • September 6, 2007

47. ESOP & Highly Compensated Employee

    By Guest James Vito Esposito, June 20, 2006
    • 9 replies
    • 6.4k views
    • 
    • A Shot in the Dark
    • September 4, 2012

48. ESOP & non-ESOP adp/acp testing aggregation?

    By jaemmons, January 21, 2005
    • 1 reply
    • 2.2k views
    • 
    • MWeddell
    • January 25, 2005

49. ESOP 409(p) Final Regulations Amendment

    By Guest ElizabethERISA, September 15, 2009
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • November 4, 2009

50. ESOP Accounting

    By DPL, February 22, 2012
    • 1 reply
    • 3.8k views
    • 
    • Marcus R Piquet
    • February 23, 2012