Employee Stock Ownership Plans (ESOPs)

1,109 topics in this forum

1. Installment Distributions from an ESOP

   By Trusty Trustee, May 11, 2020
   • 5 replies
   • 316 views
   • 
   • Cardscrazy
   • Saturday at 06:13 PM

2. ESOP Distributions and 401(a)(14) Election

   By piquantbaron, August 11, 2020
   • 2 replies
   • 186 views
   • 
   • Cardscrazy
   • Saturday at 05:54 PM

3. Determination letter on ESOP

   By Belgarath, January 5
   • 5 replies
   • 199 views
   • 
   • Linda Wilkins
   • January 11

4. ESOP conversion to PSP

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

5. ESOP - plan conversion

   By waid10, February 2, 2004
   • 1 reply
   • 1.1k views
   • 
   • BenefitsRUs21
   • December 17, 2020

6. CARES Act Application to ESOP Distribution with NUA

   By Cardscrazy, December 15, 2020   

   • esop
   • 2020taxes
   • (and 6 more)

     Tagged with:

     • esop
     • 2020taxes
     • cares act
     • capital gain
     • ordinary income
     • form 8275
     • form 8915-e
     • form 4972
   • 0 replies
   • 51 views
   • 
   • Cardscrazy
   • December 15, 2020

7. ESOPs and Controlled Groups

   By JustMe, December 7, 2020
   • 10 replies
   • 235 views
   • 
   • Luke Bailey
   • December 11, 2020

8. ESOP - Service Veterans

   By ejg2553@gmail.com, November 19, 2020
   • 2 replies
   • 162 views
   • 
   • ESOP Guy
   • November 19, 2020

9. LLP and 1042

   By Darren G, September 29, 2020
   • 2 replies
   • 317 views
   • 
   • ESOPMomma
   • October 1, 2020

10. ESOP - UBIT Shares

    By katiejoseph, September 23, 2020
    • 1 reply
    • 230 views
    • 
    • Degrand
    • September 28, 2020

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

    By eglynn, August 2, 2016
    • 15 replies
    • 4.2k views
    • 
    • ejg2553@gmail.com
    • September 21, 2020

12. Can ESOP Trust "choose" whether someone is eligible for disbursement?

    By Cindy Anderson, August 24, 2020
    • 7 replies
    • 271 views
    • 
    • Cindy Anderson
    • September 2, 2020

13. Merging a current ESOP into existing 401k plan for c corp

    By TPG, August 25, 2020
    • 6 replies
    • 256 views
    • 
    • Doc Ument
    • August 27, 2020

14. Is IRS Form 1744 final ESOP audit closing letter?

    By Tax Cowboy, August 24, 2020   

    • esop
    • audits 5500s
    • 0 replies
    • 101 views
    • 
    • Tax Cowboy
    • August 24, 2020

15. Prototype ESOP document restatement. Rev. Proc 2011-49???

    By Lori H, January 27, 2016
    • 4 replies
    • 710 views
    • 
    • Kevin C
    • August 11, 2020

16. Employee excluded from ESOP distribution due to illness.

    By shareholder, July 16, 2020
    • 8 replies
    • 340 views
    • 
    • Degrand
    • August 4, 2020

17. Plan (ESOP) diversification error

    By Belgarath, May 27, 2020
    • 9 replies
    • 373 views
    • 
    • Degrand
    • July 31, 2020

18. Compound interest

    By Jared, July 8, 2020
    • 6 replies
    • 256 views
    • 
    • R Griffith
    • July 8, 2020

19. Y/E Valution of Stock held by ESOP and earmarked cash reserves

    By Tax Cowboy, May 21, 2020   

    • esop
    • valuation
    • 9 replies
    • 360 views
    • 
    • Tax Cowboy
    • June 24, 2020

20. Other investment account question

    By Carla G., May 11, 2020
    • 3 replies
    • 383 views
    • 
    • Carla G.
    • June 21, 2020

21. How to fairly split ESOP

    By SpecialGuest, June 19, 2020
    • 2 replies
    • 282 views
    • 
    • david rigby
    • June 19, 2020

22. NCEO

    By chibenefits, May 19, 2020
    • 5 replies
    • 254 views
    • 
    • chibenefits
    • May 22, 2020

23. Delaying an ESOP distribution

    By Foodbuilder, May 21, 2020
    • 4 replies
    • 268 views
    • 
    • dmwe
    • May 22, 2020

24. Self-Correcting Retirement Plan (ESOP) while under audit?

    By Tax Cowboy, May 19, 2020   

    • esop
    • audit
    • (and 1 more)

      Tagged with:

      • esop
      • audit
      • self-correction program
    • 3 replies
    • 272 views
    • 
    • Luke Bailey
    • May 19, 2020

25. ESOP: Interplay between Section 1042 and Rebalancing Requirement

    By Yesrod5, May 6, 2020
    • 2 replies
    • 238 views
    • 
    • Yesrod5
    • May 9, 2020