Employee Stock Ownership Plans (ESOPs)

1,040 topics in this forum

1. ESOP RMD Question

   By tdslaw, July 23   

   • esop
   • rmd
   • (and 1 more)

     Tagged with:

     • esop
     • rmd
     • %5 owner
   • 4 replies
   • 191 views
   • 
   • justanotheradmin
   • July 23

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

   By John A, March 29, 2000
   • 4 replies
   • 1,512 views
   • 
   • RLL
   • July 12

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

   By Rafael, July 6   

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

     Tagged with:

     • break in service
     • forfeiture
     • reallocation
     • stock
   • 2 replies
   • 149 views
   • 
   • Rafael
   • July 6

4. Emerging Liability

   By K2, June 29
   • 7 replies
   • 227 views
   • 
   • K2
   • July 2

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

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

6. Distribution provisions, timing, etc.

   By Belgarath, June 15
   • 1 reply
   • 130 views
   • 
   • Luke Bailey
   • June 15

7. NUA in KSOP and triggering event

   By EsopAdmin, June 11   

   • esop
   • nua
   • 0 replies
   • 135 views
   • 
   • EsopAdmin
   • June 11

8. Non-publicly traded company with ESOP is being sold

   By katieinny, May 23   

   • need guidance on disclosure requirements
   • 4 replies
   • 211 views
   • 
   • JRN
   • June 7

9. Non-allocation of 1042 shares

   By JRN, May 31
   • 0 replies
   • 172 views
   • 
   • JRN
   • May 31

10. Profit Sharing plan

    By Juicebox, May 29
    • 6 replies
    • 431 views
    • 
    • MargeM
    • May 30

11. allocations for 415 purposes on leveraged S-corp ESOP

    By Belgarath, May 22
    • 6 replies
    • 206 views
    • 
    • Belgarath
    • May 23

12. ESOP Controlled Group?

    By Purplemandinga, April 24   

    • esop
    • controlled group
    • 3 replies
    • 387 views
    • 
    • EBECatty
    • April 25

13. ESOP distributions

    By TPATC, November 21, 2012
    • 6 replies
    • 2,436 views
    • 
    • ESOP Guy
    • April 24

14. Repurchase of ESOP stock at Plan Termination

    By TPATC, April 19   

    • esop
    • stock
    • 1 reply
    • 137 views
    • 
    • JRN
    • April 20

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

    By eglynn, August 2, 2016
    • 9 replies
    • 1,403 views
    • 
    • ScrewedbyDan
    • March 28

16. Change in ESOP Distribution Schedule for Participant in Pay Status

    By ERISA-Bubs, March 19
    • 1 reply
    • 230 views
    • 
    • ESOP Guy
    • March 19

17. Change in Distribution Policy

    By ERISA-Bubs, March 19
    • 8 replies
    • 383 views
    • 
    • ERISA-Bubs
    • March 19

18. ESOP Termination before Company bought

    By jtfitz57, January 15   

    • esop termination
    • 3 replies
    • 595 views
    • 
    • jpod
    • January 16

19. Esop distribution: termination/disability?

    By dlarae, January 6
    • 7 replies
    • 480 views
    • 
    • dlarae
    • January 9

20. Frozen ESOP question

    By bkidd, December 7, 2017
    • 12 replies
    • 413 views
    • 
    • bkidd
    • December 7, 2017

21. ESOP Record Keepers?

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

22. ESOP NUA Tax rules

    By WhatsESUP, November 3, 2017   

    • esop
    • nua
    • (and 1 more)

      Tagged with:

      • esop
      • nua
      • capital gain
    • 5 replies
    • 539 views
    • 
    • BeckyMiller
    • November 15, 2017

23. ESOP Partially owned C-corp being sold

    By Belgarath, November 6, 2017
    • 9 replies
    • 520 views
    • 
    • BeckyMiller
    • November 15, 2017

24. Allocation of Dividends

    By TPSreports, October 11, 2017
    • 5 replies
    • 468 views
    • 
    • BeckyMiller
    • October 19, 2017

25. Debt restructuring

    By ESOP1, October 16, 2017
    • 3 replies
    • 259 views
    • 
    • ESOP1
    • October 17, 2017