Employee Stock Ownership Plans (ESOPs)

1,067 topics in this forum

1. Plan buy-back of ESOP shares

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

2. Leveraged ESOP and failure to make loan payment

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

3. Forfeiture amendment- retroactive application

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

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

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

5. Share release when amortization schedule "changes"

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

6. ESOP shares valid after termination?

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

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

   By MPLSLAW, May 13   

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

8. Second half of ESOP not paid

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

9. suspense account considered for top heavy purposes?

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

10. Transfer to avoid a 409(p) failure

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

11. TEGE Audit of ESOP - Extending SOL ?

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

12. ESOP IDR response - expanding tax years?

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

13. New ESOP and elapsed time

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

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

    By Guest AAKERISA, January 27, 2014
    • 2 replies
    • 1,505 views
    • 
    • Guest ESOP Guy Need Help
    • January 25

15. S-corp distribution dividend payment

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

16. ESOP payment not made

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

17. Compensation for ABT - combo ESOP and k plan

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

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

    By eglynn, August 2, 2016
    • 11 replies
    • 2,315 views
    • 
    • ESOP Guy
    • December 31, 2018

19. ESOP and 2 401k plans

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

20. 5% ownership rule

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

21. Change of compensation definition for terminating ESOP

    By OKC73134, December 5, 2018   

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

22. 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
    • 109 views
    • 
    • ESOP Guy
    • December 6, 2018

23. Terminating ESOP while under Audit?

    By Tax Cowboy, December 4, 2018   

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

24. 409(p) Compliance Question

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

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

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