Employee Stock Ownership Plans (ESOPs)

1,184 topics in this forum

1. Buyback of Stock from Frozen ESOP

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

2. Esop

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

3. 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

4. ESOP vs. stock options?

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

5. 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

6. Section 1042 Tax-free Exchanges

   By Guest TDeckert, June 15, 1999
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • June 19, 1999

7. newbe on esop help please

   By Guest arymer562@yahoo.com, October 12, 2007
   • 2 replies
   • 2.4k views
   • 
   • QDROphile
   • October 14, 2007

8. S Corp Employer Deductions

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

9. ESOP Restore Forfeited Shares

   By WhatsESUP, January 9, 2017   

   • esop
   • forfeited
   • (and 7 more)

     Tagged with:

     • esop
     • forfeited
     • restore
     • reinstate
     • vest
     • break
     • service
     • forfeiture
     • shares
   • 4 replies
   • 2.4k views
   • 
   • ESOP Guy
   • January 22, 2021

10. Distribution from defined ESOP for Alt Payee

    By exhausted, March 24, 2017   

    • distribution
    • legal
    • (and 2 more)

      Tagged with:

      • distribution
      • legal
      • alt-payee
      • esop
    • 6 replies
    • 2.4k views
    • 
    • ESOP Guy
    • March 27, 2017

11. Timing of Distributions

    By Guest tm3333, May 16, 2012
    • 3 replies
    • 2.4k views
    • 
    • ESOP Guy
    • May 21, 2012

12. Share forfeiture used to reduce contributions

    By Guest tmills, September 1, 2005
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • September 27, 2005

13. Conversion of KSOP to 401(k) plan investing only match in employer sto

    By Guest mbklein, January 19, 1999
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • January 24, 1999

14. Diversification Requirement

    By Scott, September 17, 1999
    • 5 replies
    • 2.4k views
    • 
    • RLL
    • September 28, 1999

15. Leveraged ESOP - not allocating shares in a given year?

    By Belgarath, October 9, 2014
    • 7 replies
    • 2.4k views
    • 
    • Belgarath
    • October 13, 2014

16. leveraged ESOP - loan payments and deductibility

    By Tom Poje, July 19, 2005
    • 5 replies
    • 2.4k views
    • 
    • BeckyMiller
    • July 28, 2005

17. Contribution is too big

    By Guest DennisT, November 17, 1999
    • 5 replies
    • 2.4k views
    • 
    • RLL
    • December 9, 1999

18. Savings & Loans

    By Guest cls3277, January 13, 1999
    • 1 reply
    • 2.4k views
    • 
    • BeckyMiller
    • January 19, 1999

19. "moving" ESOP

    By lexi, December 5, 2006
    • 1 reply
    • 2.4k views
    • 
    • QDROphile
    • December 7, 2006

20. ESOP Termination Due to Acquisition - Distribution

    By Mad_Jasper, May 17, 2016
    • 2 replies
    • 2.4k views
    • 
    • Mad_Jasper
    • May 17, 2016

21. ESOP Particpant Diversification

    By Guest DLH, January 28, 2002
    • 3 replies
    • 2.4k views
    • 
    • RLL
    • January 28, 2002

22. Allocation of Released Shares

    By Guest DBolling, April 25, 2002
    • 3 replies
    • 2.4k views
    • 
    • RLL
    • April 26, 2002

23. 401kSOP for an S corporation

    By Guest amvienna, November 30, 2000
    • 4 replies
    • 2.4k views
    • 
    • RLL
    • December 5, 2000

24. ESOP annual participation

    By Guest cybrworld, November 25, 2008
    • 6 replies
    • 2.3k views
    • 
    • BeckyMiller
    • January 5, 2009

25. re-amortization of ESOP loan

    By Guest MLipp, April 7, 2011
    • 1 reply
    • 2.3k views
    • 
    • Marcus R Piquet
    • April 8, 2011

26. ESOP with no cash

    By jsample, June 29, 2022
    • 8 replies
    • 2.3k views
    • 
    • ESOP Guy
    • July 6, 2022

27. ESOP contribution to 401(k)?

    By Bill Presson, April 16, 2009
    • 6 replies
    • 2.3k views
    • 
    • Bill Presson
    • April 16, 2009

28. ESOP for an LLC?

    By Guest mbg76, December 19, 2006
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • December 19, 2006

29. ESOP / seller financing

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

30. Converting ESOP to Profit-Sharing Plan

    By Guest CMC, May 12, 2003
    • 2 replies
    • 2.3k views
    • 
    • RLL
    • May 21, 2003

31. How is an ESOP Installed?

    By Guest SCUDDESLER, October 17, 2000
    • 4 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • October 30, 2000

32. ESOPs owning law firms

    By RLL, September 17, 1999
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • September 17, 1999

33. life insurance covering trustee to protect ESOP.

    By Lori H, October 3, 2005
    • 5 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • October 7, 2005

34. Diversification of Units

    By Guest TAS17, November 24, 1999
    • 8 replies
    • 2.3k views
    • 
    • RLL
    • November 30, 1999

35. 404 and 415

    By Guest tmills, August 7, 2007
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • August 10, 2007

36. Taxation of Stock Distribution

    By Kirk Maldonado, September 26, 2001
    • 5 replies
    • 2.3k views
    • 
    • RLL
    • September 27, 2001

37. Other investment account question

    By Carla G., May 11, 2020
    • 3 replies
    • 2.3k views
    • 
    • Carla G.
    • June 21, 2020

38. distribution concerns

    By Guest dsprague, March 15, 2008
    • 1 reply
    • 2.3k views
    • 
    • GMK
    • March 17, 2008

39. ESOP Record Keepers?

    By Asire, November 2, 2017
    • 3 replies
    • 2.3k views
    • 
    • BeckyMiller
    • November 15, 2017

40. ESOP owns 96% of company's stock; individual who owns the other 4% is

    By stephen, November 30, 2000
    • 4 replies
    • 2.3k views
    • 
    • BeckyMiller
    • December 19, 2000

41. ESOP

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

42. Tax Deductions for Leveraged ESOPs

    By Guest tfurlong, June 7, 2002
    • 1 reply
    • 2.3k views
    • 
    • RLL
    • June 7, 2002

43. Allocating Dividends

    By Lori H, April 22, 2011
    • 3 replies
    • 2.3k views
    • 
    • Lori H
    • April 25, 2011

44. Call Option? Is it crazy?

    By Guest kbutcher, June 21, 2000
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • June 21, 2000

45. 20 Year Loan at 0% interest?

    By stephen, April 10, 2003
    • 7 replies
    • 2.3k views
    • 
    • RLL
    • April 17, 2003

46. "All-inclusive" ESOP publications

    By billfgrady, April 10, 2006
    • 4 replies
    • 2.3k views
    • 
    • BeckyMiller
    • April 12, 2006

47. ESOP restructuring

    By Guest AMK, January 15, 2002
    • 3 replies
    • 2.3k views
    • 
    • RLL
    • January 15, 2002

48. TPA conflict of interest for an ESOP

    By Guest SPollock, January 18, 2000
    • 4 replies
    • 2.3k views
    • 
    • IRC401
    • January 20, 2000

49. KSOP Safe Harbor

    By Guest lgm, November 14, 2007
    • 3 replies
    • 2.3k views
    • 
    • QDROphile
    • November 14, 2007

50. Safe harbor matching contribution in the ESOP (not a KSOP)

    By Marcus R Piquet, March 3, 2015
    • 2 replies
    • 2.3k views
    • 
    • Marcus R Piquet
    • March 4, 2015