Employee Stock Ownership Plans (ESOPs)

1,125 topics in this forum

1. ESOP VALUATION QUESTION

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

2. ESOP Cycle 3 Pre-approved design plan

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

3. ftwilliam Pre approved ESOP Plan document question

   By Tax Cowboy, June 16   

   • ftwilliam
   • esop
   • (and 2 more)

     Tagged with:

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

4. Esop Bank Account titling question

   By Tax Cowboy, April 28   

   • esop
   • 4 replies
   • 181 views
   • 
   • Degrand
   • May 14

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

   By Tax Cowboy, May 5   

   • dol
   • 2 replies
   • 134 views
   • 
   • Degrand
   • May 14

6. Reporting NUA to NRA

   By Tegernsee, May 6
   • 4 replies
   • 123 views
   • 
   • Degrand
   • May 14

7. OT - Sample SCP document for ESOP

   By Tax Cowboy, April 21   

   • self correction
   • esop
   • 2 replies
   • 167 views
   • 
   • Tax Cowboy
   • April 26

8. Who Can be a Trustee

   By chibenefits, April 16
   • 2 replies
   • 156 views
   • 
   • Cardscrazy
   • April 19

9. ESOP Basics and Restatement cycle

   By JHawk, April 13
   • 1 reply
   • 142 views
   • 
   • JHawk
   • April 14

10. Revisiting: Are ESOP Determination Letters accepted by the IRS at this time? Required?

    By Tax Cowboy, March 13
    • 1 reply
    • 158 views
    • 
    • JHawk
    • April 13

11. Code Section 4960 Apply to ESOPs?

    By EB_Associate, April 9
    • 5 replies
    • 198 views
    • 
    • EB_Associate
    • April 13

12. LLP and 1042

    By Darren G, September 29, 2020
    • 3 replies
    • 398 views
    • 
    • MBESQ
    • April 12

13. ESOP Balance Restoration Timing

    By CDL, April 8   

    • restoration
    • restore
    • (and 2 more)

      Tagged with:

      • restoration
      • restore
      • forfeiture
      • forfeited
    • 1 reply
    • 177 views
    • 
    • ESOP Guy
    • April 8

14. Where to find ESOP plan sponsors discharge of fiduciary duties codified in law/advisory bulletins/LRM/Treas regs?

    By Tax Cowboy, March 29
    • 3 replies
    • 128 views
    • 
    • RatherBeGolfing
    • March 30

15. ESOP plan termination

    By PS, February 1
    • 12 replies
    • 300 views
    • 
    • PS
    • March 9

16. Have ESOP Diversification Notice Requirements Changed?

    By kmhaab, February 9
    • 3 replies
    • 317 views
    • 
    • Linda Wilkins
    • March 1

17. Old ESOP Plan Documents / No Adoption Agreement

    By Tax Cowboy, February 19   

    • esop
    • plan documents
    • (and 2 more)

      Tagged with:

      • esop
      • plan documents
      • adoption agreement
      • audit
    • 3 replies
    • 185 views
    • 
    • Tax Cowboy
    • February 23

18. Installment Distributions from an ESOP

    By Trusty Trustee, May 11, 2020
    • 7 replies
    • 645 views
    • 
    • ESOP Guy
    • February 17

19. ESOP Restore Forfeited Shares

    By WhatsESUP, January 9, 2017   

    • esop
    • forfeited
    • (and 7 more)

      Tagged with:

      • esop
      • forfeited
      • restore
      • reinstate
      • vest
      • break
      • service
      • forfeiture
      • shares
    • 4 replies
    • 811 views
    • 
    • ESOP Guy
    • January 22

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

    By piquantbaron, August 11, 2020
    • 2 replies
    • 280 views
    • 
    • Cardscrazy
    • January 16

21. Determination letter on ESOP

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

22. ESOP conversion to PSP

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

23. ESOP - plan conversion

    By waid10, February 2, 2004
    • 1 reply
    • 1.2k views
    • 
    • BenefitsRUs21
    • December 17, 2020

24. 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
    • 256 views
    • 
    • Cardscrazy
    • December 15, 2020

25. ESOPs and Controlled Groups

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