Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. S corp

   By Guest gmann, April 3, 2003
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • April 21, 2003

2. ESOP loans and 1099s

   By Guest, February 25, 2000
   • 3 replies
   • 2k views
   • 
   • RLL
   • February 28, 2000

3. distribution options from esop. 2questions.

   By Lori H, June 2, 2004
   • 3 replies
   • 1.6k views
   • 
   • BeckyMiller
   • June 10, 2004

4. ESOP Contributions after year end

   By Guest AG, February 5, 2000
   • 3 replies
   • 2.1k views
   • 
   • RLL
   • February 28, 2000

5. Retirement Distribution

   By Guest dokc, December 29, 2003
   • 3 replies
   • 1.4k views
   • 
   • mbozek
   • December 30, 2003

6. S Corp Dividends/ Allocation Formula

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

7. Is an ESOP participant considered to be an "owner" of the S corporation for tax purposes?

   By billfgrady, May 20, 2008
   • 3 replies
   • 6k views
   • 
   • BeckyMiller
   • May 27, 2008

8. Diversify, Yes or No! It's got me crazy!!!!!!!

   By Guest Troubles, December 6, 2002
   • 3 replies
   • 1.5k views
   • 
   • QDROphile
   • December 6, 2002

9. Adopting pre-approved ESOP document

   By Belgarath, June 13, 2023
   • 3 replies
   • 979 views
   • 
   • ESOPMomma
   • June 13, 2023

10. QDROs & ESOPs

    By Guest Salvador A Mander, February 3, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 3, 2010

11. May the second put period valuation be waived?

    By Guest HIPAAdrome, April 10, 2000
    • 3 replies
    • 1.6k views
    • 
    • RLL
    • April 11, 2000

12. ESOP purchases

    By Guest susa, October 10, 2002
    • 3 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • October 21, 2002

13. ESOP distributions

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

14. Use of ESOP stock for safe harbor 401(k) contributions

    By Guest Janet VanAlsten, April 26, 2000
    • 3 replies
    • 2.8k views
    • 
    • RLL
    • March 21, 2008

15. 409(p) and 318(a)

    By Guest tmills, June 16, 2006
    • 3 replies
    • 2.6k views
    • 
    • KJohnson
    • June 23, 2006

16. in service withdrawal- homebuyer

    By Guest tradjd56, February 15, 2012
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • February 16, 2012

17. Bank Holding Company Loan to ESOP

    By JRN, August 7, 2019
    • 3 replies
    • 1k views
    • 
    • BeckyMiller
    • September 24, 2019

18. Form 5500 Code 3I

    By Guest DMZ, October 10, 2005
    • 3 replies
    • 3.2k views
    • 
    • stephen
    • October 12, 2005

19. Prohibited accrual in 1042 transaction?

    By david rigby, May 11, 2001
    • 3 replies
    • 2k views
    • 
    • RLL
    • May 14, 2001

20. KSOP Safe Harbor

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

21. Recirculation versus Redemption.

    By ERISA-Bubs, March 7, 2016
    • 3 replies
    • 1.6k views
    • 
    • ESOP Guy
    • June 22, 2016

22. Plan did not offer diversification for 55 year olds w/ 10 years of par

    By Guest EBC, May 27, 2000
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 31, 2000

23. 100% ESOP - FBAR Filing

    By TPS, June 21, 2013
    • 3 replies
    • 3.9k views
    • 
    • TPS
    • June 28, 2013

24. Esop

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

25. DOL audit ESOP - IDR Response

    By Tax Cowboy, March 5, 2020   

    • esop
    • dol audits
    • 3 replies
    • 1.3k views
    • 
    • ESOP Guy
    • March 6, 2020

26. New ESOP and elapsed time

    By DPL, February 22, 2019
    • 3 replies
    • 808 views
    • 
    • Mike Preston
    • February 25, 2019

27. I need help with the deduction limitations for ESOPS combined with a 4

    By Guest lawdawg, January 26, 2001
    • 3 replies
    • 1.6k views
    • 
    • RLL
    • January 29, 2001

28. Dividend deduction admin considerations

    By Guest PAL100759, July 19, 2001
    • 3 replies
    • 2.2k views
    • 
    • RLL
    • July 26, 2001

29. Unreleased shares after loan is paid off

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

30. Filing determination on ESOP doc. Cycle E

    By Guest sugar daddy, January 14, 2011
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • January 17, 2011

31. Meaning of "substantially all" for restricting distributions of stock

    By lalaland, April 8, 2014
    • 3 replies
    • 2.7k views
    • 
    • lalaland
    • April 9, 2014

32. Studies performed after 2008 Market crash

    By Tax Cowboy, March 6, 2020   

    • esop
    • 3 replies
    • 761 views
    • 
    • Tax Cowboy
    • March 10, 2020

33. ESOP Termination Post-Acquisition - Distributions in Cash Only?

    By kmhaab, September 30, 2019
    • 3 replies
    • 2.8k views
    • 
    • Westsquire
    • October 1, 2019

34. LLP and 1042

    By Darren G, September 29, 2020
    • 3 replies
    • 1.3k views
    • 
    • MBESQ
    • April 12, 2021

35. 1042 and cash contribution

    By Guest tmills, September 11, 2014
    • 3 replies
    • 1.6k views
    • 
    • ESOP Guy
    • September 11, 2014

36. What is the difference between and EIAP and an ESOP?

    By Guest death and taxes, April 22, 2001
    • 3 replies
    • 7.5k views
    • 
    • RLL
    • April 23, 2001

37. What can ESOPs do with corporate distributions?

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

38. Diversification Rights in Terminated ESOP

    By Guest Agnes, May 15, 2013
    • 3 replies
    • 1.8k views
    • 
    • QDROphile
    • May 15, 2013

39. Estate rights to stock owned in joint property country

    By Guest MSCTRS, April 10, 2005
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • April 11, 2005

40. Definitely Determinable Benefit (Principal Only vs. Principal + Intere

    By Guest EMC, May 2, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 6, 2002

41. 401(k)/Profit Sharing funds "transferred" to ESOP

    By Belgarath, July 23, 2002
    • 3 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • July 23, 2002

42. ESOP payment not made

    By Crjcpm, December 30, 2018
    • 3 replies
    • 1k views
    • 
    • Crjcpm
    • January 14, 2019

43. First year of ESOP, stock issued but no eligible employees. ?

    By Guest FutureOne, October 14, 2003
    • 3 replies
    • 1.4k views
    • 
    • RLL
    • October 14, 2003

44. IRS retirement plan audit / SOL Q

    By Tax Cowboy, March 9, 2022
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • March 15, 2022

45. ESOP Record Keepers?

    By Asire, November 2, 2017
    • 3 replies
    • 2.2k views
    • 
    • BeckyMiller
    • November 15, 2017

46. 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

47. ESOP Repurchase - Contribution and Dividend Limitations

    By A Shot in the Dark, May 18, 2006
    • 3 replies
    • 2.8k views
    • 
    • RLL
    • June 3, 2006

48. 411(d)(6) issue

    By KJohnson, December 12, 2003
    • 3 replies
    • 1.6k views
    • 
    • RLL
    • December 19, 2003

49. Assets transferred from 401(k) to ESOP

    By Guest MC2, March 5, 2007
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • March 6, 2007

50. RSUs and stock counting

    By Guest elmo27, October 21, 2011
    • 3 replies
    • 1.2k views
    • 
    • jpod
    • October 21, 2011