Employee Stock Ownership Plans (ESOPs)

1,135 topics in this forum

1. Have ESOP Diversification Notice Requirements Changed?

   By kmhaab, February 9, 2021
   • 3 replies
   • 624 views
   • 
   • Linda Wilkins
   • March 1, 2021

2. Old ESOP Plan Documents / No Adoption Agreement

   By Tax Cowboy, February 19, 2021   

   • esop
   • plan documents
   • (and 2 more)

     Tagged with:

     • esop
     • plan documents
     • adoption agreement
     • audit
   • 3 replies
   • 341 views
   • 
   • Tax Cowboy
   • February 23, 2021

3. Installment Distributions from an ESOP

   By Trusty Trustee, May 11, 2020
   • 7 replies
   • 957 views
   • 
   • ESOP Guy
   • February 17, 2021

4. 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
   • 964 views
   • 
   • ESOP Guy
   • January 22, 2021

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

   By piquantbaron, August 11, 2020
   • 2 replies
   • 412 views
   • 
   • Cardscrazy
   • January 16, 2021

6. Determination letter on ESOP

   By Belgarath, January 5, 2021
   • 5 replies
   • 555 views
   • 
   • Linda Wilkins
   • January 11, 2021

7. ESOP conversion to PSP

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

8. ESOP - plan conversion

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

9. 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
   • 393 views
   • 
   • Cardscrazy
   • December 15, 2020

10. ESOPs and Controlled Groups

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

11. ESOP - Service Veterans

    By ejg2553@gmail.com, November 19, 2020
    • 2 replies
    • 343 views
    • 
    • ESOP Guy
    • November 19, 2020

12. ESOP - UBIT Shares

    By katiejoseph, September 23, 2020
    • 1 reply
    • 589 views
    • 
    • Degrand
    • September 28, 2020

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

    By eglynn, August 2, 2016
    • 15 replies
    • 4.9k views
    • 
    • ejg2553@gmail.com
    • September 21, 2020

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

    By Cindy Anderson, August 24, 2020
    • 7 replies
    • 479 views
    • 
    • Cindy Anderson
    • September 2, 2020

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

    By TPG, August 25, 2020
    • 6 replies
    • 635 views
    • 
    • Doc Ument
    • August 27, 2020

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

    By Tax Cowboy, August 24, 2020   

    • esop
    • audits 5500s
    • 0 replies
    • 183 views
    • 
    • Tax Cowboy
    • August 24, 2020

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

    By Lori H, January 27, 2016
    • 4 replies
    • 782 views
    • 
    • Kevin C
    • August 11, 2020

18. Employee excluded from ESOP distribution due to illness.

    By shareholder, July 16, 2020
    • 8 replies
    • 454 views
    • 
    • Degrand
    • August 4, 2020

19. Plan (ESOP) diversification error

    By Belgarath, May 27, 2020
    • 9 replies
    • 692 views
    • 
    • Degrand
    • July 31, 2020

20. Compound interest

    By Jared, July 8, 2020
    • 6 replies
    • 884 views
    • 
    • R Griffith
    • July 8, 2020

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

    By Tax Cowboy, May 21, 2020   

    • esop
    • valuation
    • 9 replies
    • 479 views
    • 
    • Tax Cowboy
    • June 24, 2020

22. Other investment account question

    By Carla G., May 11, 2020
    • 3 replies
    • 722 views
    • 
    • Carla G.
    • June 21, 2020

23. How to fairly split ESOP

    By SpecialGuest, June 19, 2020
    • 2 replies
    • 994 views
    • 
    • david rigby
    • June 19, 2020

24. NCEO

    By Benefits Vet, May 19, 2020
    • 5 replies
    • 439 views
    • 
    • Benefits Vet
    • May 22, 2020

25. Delaying an ESOP distribution

    By Foodbuilder, May 21, 2020
    • 4 replies
    • 712 views
    • 
    • dmwe
    • May 22, 2020