Employee Stock Ownership Plans (ESOPs)

1,126 topics in this forum

1. ESOP IDR response - expanding tax years?

   By Tax Cowboy, February 27, 2019
   • 1 reply
   • 437 views
   • 
   • A Shot in the Dark
   • February 28, 2019

2. New ESOP and elapsed time

   By DPL, February 22, 2019
   • 3 replies
   • 290 views
   • 
   • Mike Preston
   • February 25, 2019

3. Are leveraged ESOPs required to issue Form 1099-INTs to former shareholders?

   By Guest AAKERISA, January 27, 2014
   • 2 replies
   • 1.8k views
   • 
   • Guest ESOP Guy Need Help
   • January 25, 2019

4. S-corp distribution dividend payment

   By Belgarath, January 10, 2019
   • 7 replies
   • 1.3k views
   • 
   • Belgarath
   • January 14, 2019

5. ESOP payment not made

   By Crjcpm, December 30, 2018
   • 3 replies
   • 342 views
   • 
   • Crjcpm
   • January 14, 2019

6. Compensation for ABT - combo ESOP and k plan

   By cpc0506, January 10, 2019
   • 3 replies
   • 251 views
   • 
   • Mike Preston
   • January 10, 2019

7. ESOP and 2 401k plans

   By cpc0506, December 28, 2018
   • 2 replies
   • 327 views
   • 
   • ESOP Guy
   • December 29, 2018

8. 5% ownership rule

   By Marshall Vass, December 26, 2018
   • 11 replies
   • 743 views
   • 
   • BG5150
   • December 28, 2018

9. Change of compensation definition for terminating ESOP

   By OKC73134, December 5, 2018   

   • terminating plans
   • esops
   • 1 reply
   • 296 views
   • 
   • JamesK
   • December 6, 2018

10. Allocation of Leveraged ESOP Stock

    By Tax Cowboy, December 6, 2018   

    • esop
    • stock allocation
    • (and 1 more)

      Tagged with:

      • esop
      • stock allocation
      • employee benefit
    • 1 reply
    • 347 views
    • 
    • ESOP Guy
    • December 6, 2018

11. Terminating ESOP while under Audit?

    By Tax Cowboy, December 4, 2018   

    • esop
    • termination
    • 4 replies
    • 331 views
    • 
    • ESOP Guy
    • December 5, 2018

12. 409(p) Compliance Question

    By SadieJane, November 14, 2018
    • 1 reply
    • 303 views
    • 
    • EBECatty
    • November 15, 2018

13. Unallocated Shares: What happens when company is sold?

    By Lindsay, November 11, 2018
    • 3 replies
    • 2.2k views
    • 
    • QDROphile
    • November 12, 2018

14. Trustee to the ESOP / Plan Administrator

    By herb lindberg, October 17, 2018   

    • esop qdro payment to alternate payee
    • 5 replies
    • 523 views
    • 
    • QDROphile
    • November 10, 2018

15. Distribution timing after termination of ESOP

    By Mumen-Rider, October 26, 2018
    • 10 replies
    • 1.6k views
    • 
    • Luke Bailey
    • November 8, 2018

16. Stock Appreciation rights program with ESOP

    By Belgarath, August 30, 2018
    • 15 replies
    • 1.2k views
    • 
    • Bob the Swimmer
    • September 6, 2018

17. SAR Program - How much is too much?

    By Esop2, September 3, 2018
    • 6 replies
    • 453 views
    • 
    • Esop2
    • September 5, 2018

18. ESOP RMD Question

    By tdslaw, July 23, 2018   

    • esop
    • rmd
    • (and 1 more)

      Tagged with:

      • esop
      • rmd
      • %5 owner
    • 4 replies
    • 2.1k views
    • 
    • justanotheradmin
    • July 23, 2018

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

    By John A, March 29, 2000
    • 4 replies
    • 1.9k views
    • 
    • RLL
    • July 12, 2018

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

    By Rafael, July 6, 2018   

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

      Tagged with:

      • break in service
      • forfeiture
      • reallocation
      • stock
    • 1 reply
    • 653 views
    • 
    • ESOP Guy
    • July 6, 2018

21. Emerging Liability

    By K2, June 29, 2018
    • 7 replies
    • 488 views
    • 
    • K2
    • July 2, 2018

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

    By Belgarath, June 29, 2018
    • 3 replies
    • 761 views
    • 
    • A Shot in the Dark
    • June 29, 2018

23. Distribution provisions, timing, etc.

    By Belgarath, June 15, 2018
    • 1 reply
    • 379 views
    • 
    • Luke Bailey
    • June 15, 2018

24. NUA in KSOP and triggering event

    By EsopAdmin, June 11, 2018   

    • esop
    • nua
    • 0 replies
    • 340 views
    • 
    • EsopAdmin
    • June 11, 2018

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

    By katieinny, May 23, 2018   

    • need guidance on disclosure requirements
    • 4 replies
    • 767 views
    • 
    • JRN
    • June 7, 2018