Employee Stock Ownership Plans (ESOPs)

1,104 topics in this forum

1. LLP and 1042

   By Darren G, September 29
   • 2 replies
   • 165 views
   • 
   • ESOPMomma
   • October 1

2. ESOP - UBIT Shares

   By katiejoseph, September 23
   • 1 reply
   • 164 views
   • 
   • Degrand
   • September 28

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

   By eglynn, August 2, 2016
   • 15 replies
   • 3,975 views
   • 
   • ejg2553@gmail.com
   • September 21

4. Can ESOP Trust "choose" whether someone is eligible for disbursement?

   By Cindy Anderson, August 24
   • 7 replies
   • 231 views
   • 
   • Cindy Anderson
   • September 2

5. Merging a current ESOP into existing 401k plan for c corp

   By TPG, August 25
   • 6 replies
   • 206 views
   • 
   • Doc Ument
   • August 27

6. Is IRS Form 1744 final ESOP audit closing letter?

   By Tax Cowboy, August 24   

   • esop
   • audits 5500s
   • 0 replies
   • 78 views
   • 
   • Tax Cowboy
   • August 24

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

   By piquantbaron, August 11
   • 1 reply
   • 124 views
   • 
   • ESOP Guy
   • August 11

8. Prototype ESOP document restatement. Rev. Proc 2011-49???

   By Lori H, January 27, 2016
   • 4 replies
   • 684 views
   • 
   • Kevin C
   • August 11

9. Employee excluded from ESOP distribution due to illness.

   By shareholder, July 16
   • 8 replies
   • 311 views
   • 
   • Degrand
   • August 4

10. Plan (ESOP) diversification error

    By Belgarath, May 27
    • 9 replies
    • 309 views
    • 
    • Degrand
    • July 31

11. Compound interest

    By Jared, July 8
    • 6 replies
    • 224 views
    • 
    • R Griffith
    • July 8

12. Y/E Valution of Stock held by ESOP and earmarked cash reserves

    By Tax Cowboy, May 21   

    • esop
    • valuation
    • 9 replies
    • 323 views
    • 
    • Tax Cowboy
    • June 24

13. Other investment account question

    By Carla G., May 11
    • 3 replies
    • 335 views
    • 
    • Carla G.
    • June 21

14. How to fairly split ESOP

    By SpecialGuest, June 19
    • 2 replies
    • 169 views
    • 
    • david rigby
    • June 19

15. NCEO

    By chibenefits, May 19
    • 5 replies
    • 234 views
    • 
    • chibenefits
    • May 22

16. Delaying an ESOP distribution

    By Foodbuilder, May 21
    • 4 replies
    • 214 views
    • 
    • dmwe
    • May 22

17. Self-Correcting Retirement Plan (ESOP) while under audit?

    By Tax Cowboy, May 19   

    • esop
    • audit
    • (and 1 more)

      Tagged with:

      • esop
      • audit
      • self-correction program
    • 3 replies
    • 251 views
    • 
    • Luke Bailey
    • May 19

18. Installment Distributions from an ESOP

    By Trusty Trustee, May 11
    • 4 replies
    • 222 views
    • 
    • Trusty Trustee
    • May 18

19. ESOP: Interplay between Section 1042 and Rebalancing Requirement

    By Yesrod5, May 6
    • 2 replies
    • 207 views
    • 
    • Yesrod5
    • May 9

20. Diversification Percentages

    By HulaJoe, April 24
    • 5 replies
    • 276 views
    • 
    • ESOP Guy
    • April 26

21. 200% Appreciation Unusual?

    By ST, April 23
    • 4 replies
    • 203 views
    • 
    • ESOP Guy
    • April 24

22. HCE and Warrants

    By ESOP Guy, September 18, 2013
    • 5 replies
    • 1,459 views
    • 
    • Degrand
    • April 23

23. ESOP RIGHTS / UNDER VALUED

    By HELPPLS, April 7
    • 8 replies
    • 380 views
    • 
    • HELPPLS
    • April 20

24. Why don't stock sales require pass-through votes? Definition of "best interest of plan participants"?

    By RS, January 9
    • 9 replies
    • 544 views
    • 
    • Degrand
    • April 8

25. ESOP Vesting After Returning

    By Bluewing97, April 2
    • 1 reply
    • 136 views
    • 
    • ESOP Guy
    • April 2