Employee Stock Ownership Plans (ESOPs)

1,127 topics in this forum

1. CO Lawyer Recommendations

   By Crjcpm, October 6
   • 4 replies
   • 122 views
   • 
   • Crjcpm
   • October 8

2. Change of Corporate Structure

   By HCE, September 22
   • 3 replies
   • 76 views
   • 
   • EBECatty
   • September 22

3. Reporting NUA to NRA

   By Tegernsee, May 6
   • 5 replies
   • 195 views
   • 
   • Keps
   • August 26

4. ESOP VALUATION QUESTION

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

5. ESOP Cycle 3 Pre-approved design plan

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

6. 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
   • 120 views
   • 
   • JHawk
   • July 1

7. Esop Bank Account titling question

   By Tax Cowboy, April 28   

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

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

   By Tax Cowboy, May 5   

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

9. OT - Sample SCP document for ESOP

   By Tax Cowboy, April 21   

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

10. Who Can be a Trustee

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

11. ESOP Basics and Restatement cycle

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

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

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

13. Code Section 4960 Apply to ESOPs?

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

14. LLP and 1042

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

15. ESOP Balance Restoration Timing

    By CDL, April 8   

    • restoration
    • restore
    • (and 2 more)

      Tagged with:

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

16. 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
    • 148 views
    • 
    • RatherBeGolfing
    • March 30

17. ESOP plan termination

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

18. Have ESOP Diversification Notice Requirements Changed?

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

19. 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
    • 226 views
    • 
    • Tax Cowboy
    • February 23

20. Installment Distributions from an ESOP

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

21. 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
    • 844 views
    • 
    • ESOP Guy
    • January 22

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

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

23. Determination letter on ESOP

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

24. ESOP conversion to PSP

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

25. ESOP - plan conversion

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