Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. S Corp Employer Deductions

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

2. Section 1042 Tax-free Exchanges

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

3. Timing of Distributions

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

4. Diversification Requirement

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

5. Can IRA Receive Rollover of ESOP Shares Without Prohibited Transaction?

   By Guest CMC, October 21, 2010
   • 4 replies
   • 2.4k views
   • 
   • KJohnson
   • October 22, 2010

6. Contribution is too big

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

7. 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

8. Savings & Loans

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

9. "moving" ESOP

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

10. Transaction between ESOP Company and party in interest

    By Tot, January 3, 2020
    • 12 replies
    • 2.4k views
    • 
    • Degrand
    • January 10, 2020

11. Delaying an ESOP distribution

    By Foodbuilder, May 21, 2020
    • 4 replies
    • 2.3k views
    • 
    • dmwe
    • May 22, 2020

12. ESOP Termination before Company bought

    By jtfitz57, January 15, 2018   

    • esop termination
    • 3 replies
    • 2.3k views
    • 
    • jpod
    • January 16, 2018

13. Merging a current ESOP into existing 401k plan for c corp

    By TPG, August 25, 2020
    • 6 replies
    • 2.3k views
    • 
    • Doc Ument
    • August 27, 2020

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

    By Belgarath, October 9, 2014
    • 7 replies
    • 2.3k views
    • 
    • Belgarath
    • October 13, 2014

15. ESOP Particpant Diversification

    By Guest DLH, January 28, 2002
    • 3 replies
    • 2.3k views
    • 
    • RLL
    • January 28, 2002

16. Allocation of Released Shares

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

17. 401kSOP for an S corporation

    By Guest amvienna, November 30, 2000
    • 4 replies
    • 2.3k views
    • 
    • RLL
    • December 5, 2000

18. leveraged ESOP - loan payments and deductibility

    By Tom Poje, July 19, 2005
    • 5 replies
    • 2.3k views
    • 
    • BeckyMiller
    • July 28, 2005

19. 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
    • 2.3k views
    • 
    • ESOP Guy
    • March 27, 2017

20. Share forfeiture used to reduce contributions

    By Guest tmills, September 1, 2005
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • September 27, 2005

21. ESOP / seller financing

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

22. ESOP for an LLC?

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

23. re-amortization of ESOP loan

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

24. life insurance covering trustee to protect ESOP.

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

25. ESOP Termination Due to Acquisition - Distribution

    By Mad_Jasper, May 17, 2016
    • 2 replies
    • 2.3k views
    • 
    • Mad_Jasper
    • May 17, 2016

26. How is an ESOP Installed?

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

27. 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
    • 2.3k views
    • 
    • ESOP Guy
    • January 22, 2021

28. Taxation of Stock Distribution

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

29. 404 and 415

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

30. ESOP annual participation

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

31. distribution concerns

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

32. Diversification of Units

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

33. ESOP distributions

    By Carla G., October 28, 2016
    • 3 replies
    • 2.3k views
    • 
    • Carla G.
    • October 28, 2016

34. ESOP

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

35. Converting ESOP to Profit-Sharing Plan

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

36. ESOP contribution to 401(k)?

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

37. Allocating Dividends

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

38. KSOP Safe Harbor

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

39. Call Option? Is it crazy?

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

40. ESOPs owning law firms

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

41. New Bill - S Corp ESOPs

    By Dawn Hafner, May 30, 2001
    • 6 replies
    • 2.3k views
    • 
    • waid10
    • January 9, 2004

42. Form 11-K - short plan year

    By wmyer, May 17, 2005
    • 3 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • May 19, 2005

43. SEC Prospectus/Communication requirements

    By Guest PAL100759, March 4, 2004
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • March 4, 2004

44. S Corp Dividends/ Allocation Formula

    By IRC401, October 29, 2001
    • 3 replies
    • 2.2k views
    • 
    • IRC401
    • November 1, 2001

45. ESOP Case: Lee, et al v. Builder's Supply Co, et al ....Info?

    By Guest Grecco, March 17, 2014
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 17, 2014

46. ESOP restructuring

    By Guest AMK, January 15, 2002
    • 3 replies
    • 2.2k views
    • 
    • RLL
    • January 15, 2002

47. Eliminating Right to Employer Stock Distribution

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

48. What can ESOPs do with corporate distributions?

    By lexi, March 2, 2007
    • 3 replies
    • 2.2k views
    • 
    • BeckyMiller
    • July 6, 2007

49. S Corp Non-voting stock subject to diversification?

    By Guest ladycpa, June 28, 2005
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • July 6, 2005

50. "All-inclusive" ESOP publications

    By billfgrady, April 10, 2006
    • 4 replies
    • 2.2k views
    • 
    • BeckyMiller
    • April 12, 2006