Employee Stock Ownership Plans (ESOPs)

1,135 topics in this forum

1. Forfeiture amendment- retroactive application

   By Guest212, June 25, 2019
   • 0 replies
   • 227 views
   • 
   • Guest212
   • June 25, 2019

2. Requirement to apply for ESOP Plan document determination letter from IRS

   By Tax Cowboy, May 28, 2019
   • 6 replies
   • 700 views
   • 
   • ESOP Guy
   • June 3, 2019

3. Share release when amortization schedule "changes"

   By mattmc82, May 29, 2019
   • 3 replies
   • 363 views
   • 
   • mattmc82
   • May 30, 2019

4. ESOP shares valid after termination?

   By black68ss, May 10, 2019
   • 2 replies
   • 944 views
   • 
   • black68ss
   • May 25, 2019

5. Transfer of profit sharing shares (409(p) protective transfer))

   By MPLSLAW, May 13, 2019   

   • 409(p) prohibited transactions
   • 1 reply
   • 389 views
   • 
   • ESOP Guy
   • May 16, 2019

6. Second half of ESOP not paid

   By Joe010284, May 9, 2019
   • 3 replies
   • 500 views
   • 
   • rr_sphr
   • May 10, 2019

7. suspense account considered for top heavy purposes?

   By Belgarath, April 5, 2019
   • 4 replies
   • 911 views
   • 
   • austin3515
   • April 9, 2019

8. Transfer to avoid a 409(p) failure

   By Belgarath, April 4, 2019
   • 0 replies
   • 339 views
   • 
   • Belgarath
   • April 4, 2019

9. TEGE Audit of ESOP - Extending SOL ?

   By Tax Cowboy, February 16, 2019
   • 4 replies
   • 472 views
   • 
   • ESOP Guy
   • March 21, 2019

10. ESOP IDR response - expanding tax years?

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

11. New ESOP and elapsed time

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

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

    By Guest AAKERISA, January 27, 2014
    • 2 replies
    • 1.9k views
    • 
    • Guest ESOP Guy Need Help
    • January 25, 2019

13. S-corp distribution dividend payment

    By Belgarath, January 10, 2019
    • 7 replies
    • 1.7k views
    • 
    • Belgarath
    • January 14, 2019

14. ESOP payment not made

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

15. Compensation for ABT - combo ESOP and k plan

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

16. ESOP and 2 401k plans

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

17. 5% ownership rule

    By Marshall Vass, December 26, 2018
    • 11 replies
    • 1k views
    • 
    • BG5150
    • December 28, 2018

18. Change of compensation definition for terminating ESOP

    By OKC73134, December 5, 2018   

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

19. 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
    • 435 views
    • 
    • ESOP Guy
    • December 6, 2018

20. Terminating ESOP while under Audit?

    By Tax Cowboy, December 4, 2018   

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

21. 409(p) Compliance Question

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

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

    By Lindsay, November 11, 2018
    • 3 replies
    • 2.8k views
    • 
    • QDROphile
    • November 12, 2018

23. Trustee to the ESOP / Plan Administrator

    By herb lindberg, October 17, 2018   

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

24. Distribution timing after termination of ESOP

    By Mumen-Rider, October 26, 2018
    • 10 replies
    • 1.8k views
    • 
    • Luke Bailey
    • November 8, 2018

25. Stock Appreciation rights program with ESOP

    By Belgarath, August 30, 2018
    • 15 replies
    • 1.4k views
    • 
    • Bob the Swimmer
    • September 6, 2018