Employee Stock Ownership Plans (ESOPs)

1,184 topics in this forum

1. New Bill - S Corp ESOPs

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

2. Form 11-K - short plan year

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

3. Does the ESOP Have Pay for Legal Support or Can that be Paid for by the Company?

   By redrobin, January 13, 2016   

   • ESOP Legal Costs
   • 9 replies
   • 2.3k views
   • 
   • ESOP Guy
   • January 14, 2016

4. S Corp Dividends/ Allocation Formula

   By IRC401, October 29, 2001
   • 3 replies
   • 2.3k views
   • 
   • IRC401
   • November 1, 2001

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

   By Guest ladycpa, June 28, 2005
   • 4 replies
   • 2.3k views
   • 
   • Guest
   • July 6, 2005

6. company sale and KSOP

   By eilano, July 21, 2004
   • 6 replies
   • 2.3k views
   • 
   • mbozek
   • July 22, 2004

7. Have ESOP Diversification Notice Requirements Changed?

   By kmhaab, February 9, 2021
   • 3 replies
   • 2.3k views
   • 
   • Linda Wilkins
   • March 1, 2021

8. Diversification Transfer to a 401(k) plan.

   By Guest, March 21, 2001
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • March 21, 2001

9. SEC Prospectus/Communication requirements

   By Guest PAL100759, March 4, 2004
   • 0 replies
   • 2.3k views
   • 
   • Guest
   • March 4, 2004

10. What can ESOPs do with corporate distributions?

    By lexi, March 2, 2007
    • 3 replies
    • 2.3k views
    • 
    • BeckyMiller
    • July 6, 2007

11. Eliminating Right to Employer Stock Distribution

    By Guest friedbrain, March 23, 2001
    • 1 reply
    • 2.3k views
    • 
    • RLL
    • March 23, 2001

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

    By Guest Grecco, March 17, 2014
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • March 17, 2014

13. s corp esop

    By Guest mbrand, May 24, 2005
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • May 26, 2005

14. what happens when the loan is paid off?

    By Guest dmj1998, October 8, 2001
    • 6 replies
    • 2.3k views
    • 
    • RLL
    • November 2, 2001

15. elimination of cash option

    By LIBERTYKID, November 26, 2008
    • 7 replies
    • 2.3k views
    • 
    • RLL
    • December 3, 2008

16. feasibility study fees

    By Dawn Hafner, November 23, 1999
    • 1 reply
    • 2.3k views
    • 
    • RLL
    • November 23, 1999

17. UAL Corporation Employee Stock Ownership Plan

    By Guest Edward McElroy, February 4, 2002
    • 1 reply
    • 2.2k views
    • 
    • QDROphile
    • February 4, 2002

18. Leveraged ESOP 2nd Loan

    By Guest JBeck, May 17, 2001
    • 5 replies
    • 2.2k views
    • 
    • RLL
    • May 22, 2001

19. laws, rules or guidelines for payment of earned and acrued ESOP funds to terminated employees

    By Guest YI3KITY5ALS2, January 28, 2005
    • 1 reply
    • 2.2k views
    • 
    • stephen
    • January 28, 2005

20. Notification Required under ESOP Diversification Rules

    By Guest Edward McElroy, December 14, 2004
    • 2 replies
    • 2.2k views
    • 
    • BeckyMiller
    • December 23, 2004

21. Voting rights and sale of stock

    By smm, March 6, 2001
    • 1 reply
    • 2.2k views
    • 
    • RLL
    • March 6, 2001

22. Dividends used to pay ESOP loan

    By Guest John Nelson, March 11, 2008
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • March 11, 2008

23. Confused about "Within One Taxable Year"

    By ERISAatty, September 28, 2009
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • October 5, 2009

24. Right to Demand Distribution in Stock

    By Scott, September 8, 1999
    • 1 reply
    • 2.2k views
    • 
    • RLL
    • September 8, 1999

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

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

26. Retiring - Are ESOP shares undervalued?

    By I need help, September 24, 2019   

    • esop
    • valuation
    • (and 1 more)

      Tagged with:

      • esop
      • valuation
      • fiduciary
    • 10 replies
    • 2.2k views
    • 
    • Luke Bailey
    • September 25, 2019

27. Conversion from C corp to S corp - ESOP Amendments?

    By Scott, February 24, 2005
    • 2 replies
    • 2.2k views
    • 
    • BeckyMiller
    • March 8, 2005

28. Allocation of 1042 Shares

    By Guest rcm, January 22, 1999
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • May 26, 1999

29. Stock Dividend in KSOP

    By nancy, March 18, 2003
    • 1 reply
    • 2.2k views
    • 
    • QDROphile
    • March 18, 2003

30. Dividend deduction admin considerations

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

31. ESOP plan termination

    By PS, February 1, 2021
    • 12 replies
    • 2.2k views
    • 
    • PS
    • March 9, 2021

32. 401(k) plan - amended to take 404(k) dividend deduction.

    By Guest jvanheyde, November 15, 2002
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • November 16, 2002

33. Compensation for delayed distribution

    By Guest Sherry S, December 9, 1999
    • 3 replies
    • 2.2k views
    • 
    • RLL
    • December 9, 1999

34. Dormant ESOP with a vesting schedule

    By kwalified, August 21, 2013   

    • Need to fully vest?
    • 3 replies
    • 2.2k views
    • 
    • GMK
    • August 21, 2013

35. ESOP IRS Determination Letter

    By A Shot in the Dark, November 2, 2011
    • 4 replies
    • 2.2k views
    • 
    • ESOP Guy
    • November 3, 2011

36. Diversification - minimum amount

    By Guest oxdougw, July 20, 2005
    • 3 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • August 17, 2005

37. Prohibited Transaction Concern

    By Guest Dash02, December 20, 2005
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • December 20, 2005

38. Insiders as Fiduciaries

    By Guest djsimonetti, January 12, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • January 12, 1999

39. ESOP to P/S

    By Guest Lucy, March 15, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • March 18, 1999

40. ESOPs and Bankruptcy

    By Guest JoeM, May 6, 2004
    • 2 replies
    • 2.2k views
    • 
    • BeckyMiller
    • May 7, 2004

41. Trustee Liability and ESOPS

    By Guest SSCARO, June 10, 1999
    • 1 reply
    • 2.2k views
    • 
    • Kirk Maldonado
    • June 11, 1999

42. Determination of ownership percentage

    By Guest gcrechale, April 7, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • April 7, 1999

43. Notification Requirements.

    By Guest JBDixon, June 29, 1999
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • July 15, 1999

44. Phantom Stock Plan--ERISA Plan?

    By sloble@crowleyfleck.com, July 20, 2004
    • 0 replies
    • 2.2k views
    • 
    • sloble@crowleyfleck.com
    • July 20, 2004

45. bank under "cease and desist" order, currently maintains profit sharing plan. considering a leveraged esop or ksop.

    By Lori H, May 24, 2004
    • 5 replies
    • 2.2k views
    • 
    • BeckyMiller
    • May 27, 2004

46. Put Option

    By nancy, June 6, 2003
    • 1 reply
    • 2.2k views
    • 
    • RLL
    • June 6, 2003

47. Best distribution option for a company that does not have enough cash to pay

    By Guest sugar daddy, May 2, 2011
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • May 4, 2011

48. Shares sold to ESOP subject to a buyback provision or a voting trust so that seller can maintain control

    By Guest ladycpa, March 22, 2005
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • March 30, 2005

49. Distribution Method

    By JimboPColtrane, September 6, 2022
    • 3 replies
    • 2.2k views
    • 
    • Mike McWherter
    • September 7, 2022

50. ESOP dividends

    By Guest JMN, May 23, 2011
    • 3 replies
    • 2.2k views
    • 
    • RLL
    • May 23, 2011