Employee Stock Ownership Plans (ESOPs)

1,057 topics in this forum

1. TEGE Audit of ESOP - Extending SOL ?

   By Tax Cowboy, February 16
   • 4 replies
   • 138 views
   • 
   • ESOP Guy
   • Thursday at 08:15 PM

2. ESOP IDR response - expanding tax years?

   By Tax Cowboy, February 27
   • 1 reply
   • 229 views
   • 
   • A Shot in the Dark
   • February 28

3. New ESOP and elapsed time

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

4. Are leveraged ESOPs required to issue Form 1099-INTs to former shareholders?

   By Guest AAKERISA, January 27, 2014
   • 2 replies
   • 1,455 views
   • 
   • Guest ESOP Guy Need Help
   • January 25

5. S-corp distribution dividend payment

   By Belgarath, January 10
   • 7 replies
   • 268 views
   • 
   • Belgarath
   • January 14

6. ESOP payment not made

   By Crjcpm, December 30, 2018
   • 3 replies
   • 136 views
   • 
   • Crjcpm
   • January 14

7. Compensation for ABT - combo ESOP and k plan

   By cpc0506, January 10
   • 3 replies
   • 87 views
   • 
   • Mike Preston
   • January 10

8. Termination of an ESOP / Valuation of shares in the ESOP, how this should be determined?

   By eglynn, August 2, 2016
   • 11 replies
   • 1,979 views
   • 
   • ESOP Guy
   • December 31, 2018

9. ESOP and 2 401k plans

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

10. 5% ownership rule

    By Marshall Vass, December 26, 2018
    • 11 replies
    • 221 views
    • 
    • BG5150
    • December 28, 2018

11. Change of compensation definition for terminating ESOP

    By OKC73134, December 5, 2018   

    • terminating plans
    • esops
    • 1 reply
    • 157 views
    • 
    • JamesK
    • December 6, 2018

12. Allocation of Leveraged ESOP Stock

    By Tax Cowboy, December 6, 2018   

    • esop
    • stock allocation
    • (and 1 more)

      Tagged with:

      • esop
      • stock allocation
      • employee benefit
    • 1 reply
    • 83 views
    • 
    • ESOP Guy
    • December 6, 2018

13. Terminating ESOP while under Audit?

    By Tax Cowboy, December 4, 2018   

    • esop
    • termination
    • 4 replies
    • 128 views
    • 
    • ESOP Guy
    • December 5, 2018

14. 409(p) Compliance Question

    By SadieJane, November 14, 2018
    • 1 reply
    • 131 views
    • 
    • EBECatty
    • November 15, 2018

15. Unallocated Shares: What happens when company is sold?

    By Lindsay, November 11, 2018
    • 3 replies
    • 432 views
    • 
    • QDROphile
    • November 12, 2018

16. Trustee to the ESOP / Plan Administrator

    By herb lindberg, October 17, 2018   

    • esop qdro payment to alternate payee
    • 5 replies
    • 227 views
    • 
    • QDROphile
    • November 10, 2018

17. Distribution timing after termination of ESOP

    By Mumen-Rider, October 26, 2018
    • 10 replies
    • 211 views
    • 
    • Luke Bailey
    • November 8, 2018

18. Stock Appreciation rights program with ESOP

    By Belgarath, August 30, 2018
    • 15 replies
    • 397 views
    • 
    • Bob the Swimmer
    • September 6, 2018

19. SAR Program - How much is too much?

    By Esop2, September 3, 2018
    • 6 replies
    • 312 views
    • 
    • Esop2
    • September 5, 2018

20. ESOP RMD Question

    By tdslaw, July 23, 2018   

    • esop
    • rmd
    • (and 1 more)

      Tagged with:

      • esop
      • rmd
      • %5 owner
    • 4 replies
    • 617 views
    • 
    • justanotheradmin
    • July 23, 2018

21. Can forfeited shares or forfeited cash be returned to the company and

    By John A, March 29, 2000
    • 4 replies
    • 1,601 views
    • 
    • RLL
    • July 12, 2018

22. Reallocation of Shares During 5-Year Break in Service Period

    By Rafael, July 6, 2018   

    • break in service
    • forfeiture
    • (and 2 more)

      Tagged with:

      • break in service
      • forfeiture
      • reallocation
      • stock
    • 2 replies
    • 272 views
    • 
    • Rafael
    • July 6, 2018

23. Emerging Liability

    By K2, June 29, 2018
    • 7 replies
    • 350 views
    • 
    • K2
    • July 2, 2018

24. Deduction limits where ESOP is combined with 401(k)

    By Belgarath, June 29, 2018
    • 3 replies
    • 268 views
    • 
    • A Shot in the Dark
    • June 29, 2018

25. Distribution provisions, timing, etc.

    By Belgarath, June 15, 2018
    • 1 reply
    • 245 views
    • 
    • Luke Bailey
    • June 15, 2018