Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. ESOP accounting

   By Guest LAT RBS, June 2, 2008
   • 4 replies
   • 11.1k views
   • 
   • BeckyMiller
   • June 13, 2008

2. ESOP accounting and share release

   By DPL, March 18, 2013   

   • release
   • 3 replies
   • 5.3k views
   • 
   • ESOP Guy
   • March 19, 2013

3. ESOP Administration Fees

   By Guest EddieESOP, February 2, 2001
   • 5 replies
   • 4.2k views
   • 
   • Kirk Maldonado
   • February 8, 2001

4. ESOP Administration Vendor Search

   By Guest KPeterson, July 29, 1999
   • 1 reply
   • 2.1k views
   • 
   • RLL
   • July 29, 1999

5. ESOP allocation and employees on military leave

   By tghooper, February 10, 2016
   • 6 replies
   • 2.6k views
   • 
   • QDROphile
   • February 10, 2016

6. ESOP and 1099-R and/pr 1099-B Reporting

   By Guest Edward McElroy, September 30, 2004
   • 1 reply
   • 5.7k views
   • 
   • BeckyMiller
   • November 8, 2004

7. ESOP and 2 401k plans

   By cpc0506, December 28, 2018
   • 2 replies
   • 713 views
   • 
   • ESOP Guy
   • December 29, 2018

8. ESOP and 401k

   By Guest tonys, June 17, 2000
   • 2 replies
   • 1.9k views
   • 
   • Dawn Hafner
   • June 20, 2000

9. ESOP and Average Benefits Test

   By AndyH, May 8, 2002
   • 6 replies
   • 2.9k views
   • 
   • IRC401
   • May 13, 2002

10. ESOP and Change in Distribution Policy After Required Forms Signed/Completed/Submitted

    By Guest Grecco, June 30, 2013
    • 26 replies
    • 11.1k views
    • 
    • Guest
    • August 24, 2014

11. ESOP and S-Corporations

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

12. esop and wage garnishment

    By Guest tonys, August 28, 2002
    • 2 replies
    • 3.3k views
    • 
    • RLL
    • August 28, 2002

13. ESOP Annual Addition

    By ERISA25, November 10, 2009
    • 2 replies
    • 2.1k views
    • 
    • Marcus R Piquet
    • November 19, 2009

14. ESOP Annual Additions Value Reporting: At contribution date or allocat

    By Guest gkaley, August 24, 2000
    • 10 replies
    • 2.8k views
    • 
    • RLL
    • August 25, 2000

15. ESOP annual participation

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

16. ESOP as Beneficiary of Life Insurance

    By Guest sammy, October 17, 2001
    • 4 replies
    • 2.4k views
    • 
    • RLL
    • October 24, 2001

17. ESOP as majority owner

    By Guest CitationSquirrel, June 25, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 28, 2002

18. ESOP Attorney

    By Guest johnmarg, August 22, 2006
    • 10 replies
    • 5.6k views
    • 
    • Kirk Maldonado
    • August 24, 2006

19. ESOP audit - Former TPA summary annual report incorrect

    By Tax Cowboy, March 29, 2022   

    • esop
    • audit
    • 3 replies
    • 829 views
    • 
    • Tax Cowboy
    • April 2, 2022

20. Esop Audit question

    By Tax Cowboy, August 27, 2019   

    • esop
    • 5 replies
    • 1.6k views
    • 
    • Tax Cowboy
    • August 28, 2019

21. ESOP Balance Restoration Timing

    By CDL, April 8, 2021   

    • restoration
    • restore
    • (and 2 more)

      Tagged with:

      • restoration
      • restore
      • forfeiture
      • forfeited
    • 1 reply
    • 1.7k views
    • 
    • ESOP Guy
    • April 8, 2021

22. Esop Bank Account titling question

    By Tax Cowboy, April 28, 2021   

    • esop
    • 4 replies
    • 1.7k views
    • 
    • Degrand
    • May 14, 2021

23. ESOP Basics and Restatement cycle

    By JHawk, April 13, 2021
    • 1 reply
    • 1.4k views
    • 
    • JHawk
    • April 14, 2021

24. ESOP books

    By Guest Tennisboy27, May 4, 2011
    • 2 replies
    • 1.6k views
    • 
    • ESOP Guy
    • May 4, 2011

25. 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

26. ESOP Cash to 401(k)

    By everybodylovescrayon, July 22, 2016
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • July 22, 2016

27. ESOP Cash-Outs

    By ERISA25, December 8, 2011
    • 0 replies
    • 1.4k views
    • 
    • ERISA25
    • December 8, 2011

28. ESOP Cash...how long can it sit?

    By Guest tlemaster, September 23, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 23, 2003

29. ESOP Catchup Contributions?

    By Guest HarveyC, August 20, 2005
    • 1 reply
    • 1.6k views
    • 
    • stephen
    • August 22, 2005

30. Esop combined with 401(k) or use separate plans

    By Belgarath, October 17, 2013
    • 6 replies
    • 3.2k views
    • 
    • Belgarath
    • October 21, 2013

31. ESOP Combo Distribution

    By Guest ArrowMatt, May 30, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 30, 2003

32. ESOP contribution to 401(k)?

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

33. ESOP Contributions

    By Guest q, May 25, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 25, 1999

34. ESOP Contributions after year end

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

35. ESOP Contributions After Year end (Part 2)

    By Guest AG, February 11, 2000
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • February 28, 2000

36. ESOP contributions on W2

    By Guest aferris, October 9, 2002
    • 1 reply
    • 2.7k views
    • 
    • BeckyMiller
    • October 18, 2002

37. ESOP Controlled Group?

    By Purplemandinga, April 24, 2018   

    • esop
    • controlled group
    • 3 replies
    • 1.7k views
    • 
    • EBECatty
    • April 25, 2018

38. ESOP Conversion & Voting Rights

    By Guest lrusso, June 23, 2000
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • June 24, 2000

39. ESOP Conversion to Profit Sharing Plan and Cutback Questions

    By 7806akp, April 7, 2009
    • 3 replies
    • 5k views
    • 
    • RLL
    • April 15, 2009

40. ESOP conversion to PSP

    By BenefitsRUs21, December 17, 2020
    • 2 replies
    • 1.5k views
    • 
    • ESOP Guy
    • December 23, 2020

41. ESOP conversions

    By EGB, October 21, 1999
    • 1 reply
    • 2.9k views
    • 
    • RLL
    • October 21, 1999

42. ESOP Cost basis after S Election

    By Guest erisaauditor, August 11, 2009
    • 1 reply
    • 1.9k views
    • 
    • GMK
    • August 11, 2009

43. ESOP Cycle 3 Pre-approved design plan

    By JHawk, June 21, 2021
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • July 1, 2021

44. ESOP Default provisions

    By Guest Bencat, August 4, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 4, 2010

45. ESOP disbursement rules

    By Dianna912, November 13, 2024
    • 2 replies
    • 837 views
    • 
    • ESOP Guy
    • November 14, 2024

46. ESOP Discrimination

    By Guest cisi, July 1, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 1, 2010

47. Esop disqualified - Ttee obligation to participants

    By Tax Cowboy, June 28, 2022   

    • esop
    • disqualified
    • 2 replies
    • 746 views
    • 
    • Luke Bailey
    • July 2, 2022

48. ESOP Distribution

    By Guest EMozley, December 10, 2001
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • December 10, 2001

49. ESOP Distribution

    By Guest Capeair, May 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • BeckyMiller
    • June 2, 2003

50. ESOP Distribution - terminated plan

    By Guest justbe, August 2, 2005
    • 3 replies
    • 4.3k views
    • 
    • BeckyMiller
    • August 13, 2005