Employee Stock Ownership Plans (ESOPs)

1,144 topics in this forum

1. Retiring shares

   By Belgarath, December 12, 2022
   • 5 replies
   • 408 views
   • 
   • Belgarath
   • December 13, 2022

2. Distribution Method

   By JimboPColtrane, September 6, 2022
   • 3 replies
   • 597 views
   • 
   • Mike McWherter
   • September 7, 2022

3. Preventing Plan disqualification - ESOP 20% Leased Employee Limitation

   By Tax Cowboy, August 22, 2022   

   • esop
   • audit
   • 3 replies
   • 158 views
   • 
   • Tax Cowboy
   • August 23, 2022

4. DOL/EBSA investigation SOL

   By Tax Cowboy, August 17, 2022
   • 4 replies
   • 240 views
   • 
   • Tax Cowboy
   • August 18, 2022

5. Disqualified persons and family members for 409(p) testing

   By Belgarath, August 15, 2022
   • 3 replies
   • 141 views
   • 
   • ESOP Guy
   • August 15, 2022

6. Participation by foreign employees.

   By HCE, August 8, 2022
   • 6 replies
   • 191 views
   • 
   • Luke Bailey
   • August 10, 2022

7. Excess 415 Issue -- Correction

   By HCE, July 29, 2022
   • 5 replies
   • 291 views
   • 
   • ESOP Guy
   • July 29, 2022

8. ESOT & Efficient Corporate Tax Structure

   By PowerCPA, October 31, 2019
   • 6 replies
   • 893 views
   • 
   • jessieba
   • July 15, 2022

9. ESOP with no cash

   By jsample, June 29, 2022
   • 8 replies
   • 235 views
   • 
   • ESOP Guy
   • July 6, 2022

10. Esop disqualified - Ttee obligation to participants

    By Tax Cowboy, June 28, 2022   

    • esop
    • disqualified
    • 2 replies
    • 265 views
    • 
    • Luke Bailey
    • July 2, 2022

11. Section 409(o) payout limits

    By JustSayin, June 1, 2022
    • 1 reply
    • 187 views
    • 
    • ESOPMomma
    • June 2, 2022

12. Warrants given to charitable trust controlled by family- are they still synthetic equity

    By ESOP Guy, February 18, 2022
    • 1 reply
    • 220 views
    • 
    • Degrand
    • May 23, 2022

13. Accelerated distributions and BRF considerations?

    By Nate S, May 10, 2022
    • 5 replies
    • 212 views
    • 
    • Degrand
    • May 23, 2022

14. Sam Zell S ESOP leveraged purchase of Chicago Tribune Q

    By Tax Cowboy, April 23, 2022   

    • esop loan
    • esop
    • (and 1 more)

      Tagged with:

      • esop loan
      • esop
      • prohibited transactions
    • 2 replies
    • 273 views
    • 
    • Tax Cowboy
    • April 25, 2022

15. ESOP audit - Former TPA summary annual report incorrect

    By Tax Cowboy, March 29, 2022   

    • esop
    • audit
    • 3 replies
    • 234 views
    • 
    • Tax Cowboy
    • April 2, 2022

16. IRS retirement plan audit / SOL Q

    By Tax Cowboy, March 9, 2022
    • 3 replies
    • 587 views
    • 
    • Luke Bailey
    • March 15, 2022

17. Handling Distributions Before Valuation is Completed

    By kmhaab, December 16, 2021
    • 2 replies
    • 269 views
    • 
    • ESOP Guy
    • December 17, 2021

18. ESOP Sponsor Acquiring Property from Related Employer

    By Plan Doc, November 24, 2021
    • 1 reply
    • 280 views
    • 
    • EBECatty
    • November 24, 2021

19. CO Lawyer Recommendations

    By Crjcpm, October 6, 2021
    • 4 replies
    • 290 views
    • 
    • Crjcpm
    • October 8, 2021

20. Change of Corporate Structure

    By HCE, September 22, 2021
    • 3 replies
    • 282 views
    • 
    • EBECatty
    • September 22, 2021

21. ESOP VALUATION QUESTION

    By JimboPColtrane, May 26, 2021
    • 8 replies
    • 977 views
    • 
    • Marcus R Piquet
    • July 23, 2021

22. ESOP Cycle 3 Pre-approved design plan

    By JHawk, June 21, 2021
    • 4 replies
    • 367 views
    • 
    • Belgarath
    • July 1, 2021

23. ftwilliam Pre approved ESOP Plan document question

    By Tax Cowboy, June 16, 2021   

    • ftwilliam
    • esop
    • (and 2 more)

      Tagged with:

      • ftwilliam
      • esop
      • determination letter 5300 irs
      • preapproved plan; prototype
    • 1 reply
    • 289 views
    • 
    • JHawk
    • July 1, 2021

24. Esop Bank Account titling question

    By Tax Cowboy, April 28, 2021   

    • esop
    • 4 replies
    • 463 views
    • 
    • Degrand
    • May 14, 2021

25. DOL Bureau of Labor Statistics (BLS) email question

    By Tax Cowboy, May 5, 2021   

    • dol
    • 2 replies
    • 603 views
    • 
    • Degrand
    • May 14, 2021