Employee Stock Ownership Plans (ESOPs)

1,161 topics in this forum

1. American Job Creation Act and S-Corporation distributions on allocated shares to pay debt

   By Guest ESOP Guru, February 9, 2005
   • 5 replies
   • 1.5k views
   • 
   • Kirk Maldonado
   • February 11, 2005

2. Ammending the Plan Summary

   By Guest RCR, June 29, 2003
   • 0 replies
   • 923 views
   • 
   • Guest
   • June 29, 2003

3. Amsted ESOP distribution changes. Can thay do this to us? Thousands of

   By Guest grimmace, April 30, 2000
   • 6 replies
   • 5.2k views
   • 
   • IRC401
   • May 18, 2000

4. Annual loan payment from annual contribution

   By dmwe, November 12, 2008
   • 5 replies
   • 1.5k views
   • 
   • BeckyMiller
   • January 5, 2009

5. Annual Valuation

   By IRA, January 28, 2008
   • 5 replies
   • 2.7k views
   • 
   • IRA
   • January 28, 2008

6. Anybody know of anything precedential re meaning of 10 years of partic

   By Dave Baker, January 8, 1999
   • 15 replies
   • 3.3k views
   • 
   • RLL
   • August 26, 2003

7. Application of Section 423 when no discount in ESPP

   By Guest AEA, February 15, 2005
   • 3 replies
   • 1.9k views
   • 
   • E as in ERISA
   • February 15, 2005

8. Appraisal Timing/Stock Redemptions

   By RLL, May 12, 2000
   • 6 replies
   • 2.5k views
   • 
   • Guest
   • October 4, 2000

9. appropriate to use same valuation firm for minority ESOP shareholders

   By EGB, January 2, 2003
   • 5 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • January 6, 2003

10. Are "Profits Interests" Synthetic Equity

    By ERISA-Bubs, June 17, 2016
    • 2 replies
    • 1.1k views
    • 
    • Griswold
    • June 20, 2016

11. Are "restricted" securities subject to a put?

    By smm, February 14, 2001
    • 5 replies
    • 1.3k views
    • 
    • smm
    • February 14, 2001

12. Are ESOP shares counted for 5% owner determination?

    By jukeboy56, January 13, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 20, 2006

13. Are ETFs QRP?

    By Guest CMC, June 26, 2012
    • 1 reply
    • 1.9k views
    • 
    • RLL
    • June 26, 2012

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

    By Guest AAKERISA, January 27, 2014
    • 2 replies
    • 2.2k views
    • 
    • Guest ESOP Guy Need Help
    • January 25, 2019

15. are QDRO rules any different under an ESOP

    By K2retire, June 28, 2011
    • 2 replies
    • 1.6k views
    • 
    • GMK
    • June 29, 2011

16. Are short term loans permissible in a leveraged ESOP?

    By Guest lawdawg, February 9, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 9, 2001

17. Asset sale with Leverage Esop

    By Lori Foresz, July 21, 2004
    • 1 reply
    • 1.5k views
    • 
    • BeckyMiller
    • July 30, 2004

18. Assets transferred from 401(k) to ESOP

    By Guest MC2, March 5, 2007
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 6, 2007

19. Authority on what type of assets plan sponsors use to fund repurchase obligation

    By Tax Cowboy, August 22, 2023
    • 5 replies
    • 480 views
    • 
    • Luke Bailey
    • August 24, 2023

20. Automatic Cash Out in ESOP

    By Guest jolie1, January 24, 2008
    • 2 replies
    • 2.3k views
    • 
    • QDROphile
    • January 24, 2008

21. AvoidanceReduction of Sec. 4978 Excise Tax

    By Guest Rob Perry, April 27, 2001
    • 3 replies
    • 3k views
    • 
    • IRA
    • June 13, 2008

22. Back up withholding on pass through dividends

    By Guest P A Weick, February 28, 2001
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • November 28, 2006

23. Bad ESOP loan

    By Dawn Hafner, April 6, 2001
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • April 6, 2001

24. Bank Directed Trustee and also lender to Employer not the plan.

    By Guest DUKE C, February 12, 2002
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • February 13, 2002

25. Bank ESOPS

    By Guest mcw, January 8, 2004
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • January 8, 2004