Employee Stock Ownership Plans (ESOPs)

1,070 topics in this forum

1. ESOP Loan paid off, time to pay terminees

   By Brenda Wren, August 30
   • 0 replies
   • 95 views
   • 
   • Brenda Wren
   • August 30

2. Esop Audit question

   By Tax Cowboy, August 27   

   • esop
   • 5 replies
   • 103 views
   • 
   • Tax Cowboy
   • August 28

3. Bank Holding Company Loan to ESOP

   By JRN, August 7
   • 2 replies
   • 183 views
   • 
   • JRN
   • August 9

4. Plan buy-back of ESOP shares

   By Dennis G., July 1
   • 11 replies
   • 291 views
   • 
   • QDROphile
   • July 8

5. Leveraged ESOP and failure to make loan payment

   By Tax Cowboy, June 27
   • 1 reply
   • 138 views
   • 
   • A Shot in the Dark
   • June 27

6. Forfeiture amendment- retroactive application

   By Guest212, June 25
   • 0 replies
   • 92 views
   • 
   • Guest212
   • June 25

7. Requirement to apply for ESOP Plan document determination letter from IRS

   By Tax Cowboy, May 28
   • 6 replies
   • 224 views
   • 
   • ESOP Guy
   • June 3

8. Share release when amortization schedule "changes"

   By mattmc82, May 29
   • 3 replies
   • 131 views
   • 
   • mattmc82
   • May 30

9. ESOP shares valid after termination?

   By black68ss, May 10
   • 2 replies
   • 190 views
   • 
   • black68ss
   • May 25

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

    By MPLSLAW, May 13   

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

11. Second half of ESOP not paid

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

12. suspense account considered for top heavy purposes?

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

13. Transfer to avoid a 409(p) failure

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

14. TEGE Audit of ESOP - Extending SOL ?

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

15. ESOP IDR response - expanding tax years?

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

16. New ESOP and elapsed time

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

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

    By Guest AAKERISA, January 27, 2014
    • 2 replies
    • 1,526 views
    • 
    • Guest ESOP Guy Need Help
    • January 25

18. S-corp distribution dividend payment

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

19. ESOP payment not made

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

20. Compensation for ABT - combo ESOP and k plan

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

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

    By eglynn, August 2, 2016
    • 11 replies
    • 2,452 views
    • 
    • ESOP Guy
    • December 31, 2018

22. ESOP and 2 401k plans

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

23. 5% ownership rule

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

24. Change of compensation definition for terminating ESOP

    By OKC73134, December 5, 2018   

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

25. 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
    • 129 views
    • 
    • ESOP Guy
    • December 6, 2018