Employee Stock Ownership Plans (ESOPs)

1,062 topics in this forum

1. Transfer of profit sharing shares (409(p) protective transfer))

   By MPLSLAW, May 13   

   • 409(p) prohibited transactions
   • 1 reply
   • 86 views
   • 
   • ESOP Guy
   • May 16

2. Second half of ESOP not paid

   By Joe010284, May 9
   • 3 replies
   • 110 views
   • 
   • rr_sphr
   • May 10

3. ESOP shares valid after termination?

   By black68ss, May 10
   • 1 reply
   • 79 views
   • 
   • ESOP Guy
   • May 10

4. suspense account considered for top heavy purposes?

   By Belgarath, April 5
   • 4 replies
   • 237 views
   • 
   • austin3515
   • April 9

5. Transfer to avoid a 409(p) failure

   By Belgarath, April 4
   • 0 replies
   • 63 views
   • 
   • Belgarath
   • April 4

6. TEGE Audit of ESOP - Extending SOL ?

   By Tax Cowboy, February 16
   • 4 replies
   • 200 views
   • 
   • ESOP Guy
   • March 21

7. ESOP IDR response - expanding tax years?

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

8. New ESOP and elapsed time

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

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

   By Guest AAKERISA, January 27, 2014
   • 2 replies
   • 1,478 views
   • 
   • Guest ESOP Guy Need Help
   • January 25

10. S-corp distribution dividend payment

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

11. ESOP payment not made

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

12. Compensation for ABT - combo ESOP and k plan

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

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

    By eglynn, August 2, 2016
    • 11 replies
    • 2,185 views
    • 
    • ESOP Guy
    • December 31, 2018

14. ESOP and 2 401k plans

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

15. 5% ownership rule

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

16. Change of compensation definition for terminating ESOP

    By OKC73134, December 5, 2018   

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

17. 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
    • 89 views
    • 
    • ESOP Guy
    • December 6, 2018

18. Terminating ESOP while under Audit?

    By Tax Cowboy, December 4, 2018   

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

19. 409(p) Compliance Question

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

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

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

21. Trustee to the ESOP / Plan Administrator

    By herb lindberg, October 17, 2018   

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

22. Distribution timing after termination of ESOP

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

23. Stock Appreciation rights program with ESOP

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

24. SAR Program - How much is too much?

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

25. ESOP RMD Question

    By tdslaw, July 23, 2018   

    • esop
    • rmd
    • (and 1 more)

      Tagged with:

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