Employee Stock Ownership Plans (ESOPs)

1,043 topics in this forum

1. Trustee to the ESOP / Plan Administrator

   By herb lindberg, Wednesday at 05:43 PM   

   • esop qdro payment to alternate payee
   • 3 replies
   • 65 views
   • 
   • QDROphile
   • Thursday at 11:48 PM

2. Stock Appreciation rights program with ESOP

   By Belgarath, August 30
   • 15 replies
   • 266 views
   • 
   • Bob the Swimmer
   • September 6

3. SAR Program - How much is too much?

   By Esop2, September 3
   • 6 replies
   • 220 views
   • 
   • Esop2
   • September 5

4. ESOP RMD Question

   By tdslaw, July 23   

   • esop
   • rmd
   • (and 1 more)

     Tagged with:

     • esop
     • rmd
     • %5 owner
   • 4 replies
   • 319 views
   • 
   • justanotheradmin
   • July 23

5. Can forfeited shares or forfeited cash be returned to the company and

   By John A, March 29, 2000
   • 4 replies
   • 1,544 views
   • 
   • RLL
   • July 12

6. Reallocation of Shares During 5-Year Break in Service Period

   By Rafael, July 6   

   • break in service
   • forfeiture
   • (and 2 more)

     Tagged with:

     • break in service
     • forfeiture
     • reallocation
     • stock
   • 2 replies
   • 201 views
   • 
   • Rafael
   • July 6

7. Emerging Liability

   By K2, June 29
   • 7 replies
   • 280 views
   • 
   • K2
   • July 2

8. Deduction limits where ESOP is combined with 401(k)

   By Belgarath, June 29
   • 3 replies
   • 151 views
   • 
   • A Shot in the Dark
   • June 29

9. Distribution provisions, timing, etc.

   By Belgarath, June 15
   • 1 reply
   • 179 views
   • 
   • Luke Bailey
   • June 15

10. NUA in KSOP and triggering event

    By EsopAdmin, June 11   

    • esop
    • nua
    • 0 replies
    • 173 views
    • 
    • EsopAdmin
    • June 11

11. Non-publicly traded company with ESOP is being sold

    By katieinny, May 23   

    • need guidance on disclosure requirements
    • 4 replies
    • 332 views
    • 
    • JRN
    • June 7

12. Non-allocation of 1042 shares

    By JRN, May 31
    • 0 replies
    • 206 views
    • 
    • JRN
    • May 31

13. Profit Sharing plan

    By Juicebox, May 29
    • 6 replies
    • 474 views
    • 
    • MargeM
    • May 30

14. allocations for 415 purposes on leveraged S-corp ESOP

    By Belgarath, May 22
    • 6 replies
    • 265 views
    • 
    • Belgarath
    • May 23

15. ESOP Controlled Group?

    By Purplemandinga, April 24   

    • esop
    • controlled group
    • 3 replies
    • 438 views
    • 
    • EBECatty
    • April 25

16. ESOP distributions

    By TPATC, November 21, 2012
    • 6 replies
    • 2,537 views
    • 
    • ESOP Guy
    • April 24

17. Repurchase of ESOP stock at Plan Termination

    By TPATC, April 19   

    • esop
    • stock
    • 1 reply
    • 177 views
    • 
    • JRN
    • April 20

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

    By eglynn, August 2, 2016
    • 9 replies
    • 1,596 views
    • 
    • ScrewedbyDan
    • March 28

19. Change in ESOP Distribution Schedule for Participant in Pay Status

    By ERISA-Bubs, March 19
    • 1 reply
    • 361 views
    • 
    • ESOP Guy
    • March 19

20. Change in Distribution Policy

    By ERISA-Bubs, March 19
    • 8 replies
    • 479 views
    • 
    • ERISA-Bubs
    • March 19

21. ESOP Termination before Company bought

    By jtfitz57, January 15   

    • esop termination
    • 3 replies
    • 711 views
    • 
    • jpod
    • January 16

22. Esop distribution: termination/disability?

    By dlarae, January 6
    • 7 replies
    • 725 views
    • 
    • dlarae
    • January 9

23. Frozen ESOP question

    By bkidd, December 7, 2017
    • 12 replies
    • 537 views
    • 
    • bkidd
    • December 7, 2017

24. ESOP Record Keepers?

    By Asire, November 2, 2017
    • 3 replies
    • 423 views
    • 
    • BeckyMiller
    • November 15, 2017

25. ESOP NUA Tax rules

    By WhatsESUP, November 3, 2017   

    • esop
    • nua
    • (and 1 more)

      Tagged with:

      • esop
      • nua
      • capital gain
    • 5 replies
    • 697 views
    • 
    • BeckyMiller
    • November 15, 2017