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ESOP Case: Lee, et al v. Builder's Supply Co, et al ....Info?


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Guest Grecco
Posted

Hello,

I've been trying to find a particular case.... and for some reason all my resources are coming up dry.

Can anyone help me find information on the following case:

Lee, et al v. Builder's Supply Co, et al

Assigned to: Senior Judge Thomas M. Shanahan

U.S. District Court

District of Nebraska (8 Omaha)

CIVIL DOCKET FOR CASE #: 8:93−cv−00267−TMS

Thank you,

Lisa

Posted

Sure - here you go. Not an easy case to find, and, so far as I'm aware, the only one that addresses the issue of whether inserting a delay into your distribution policy results in a cutback under §411(d)(6).

Marcus

Lee v. Builder's Supply ESOP - 411(d)(6)(C) anti-cutback, timing.pdf

Marcus R. Piquet, CPA

American ESOP Advisors LLC
5995 Brockton Ave Fl 2, Riverside, CA 92506-1833
(951) 779-1124 (v) (951) 346-0896 (fax)

mpiquet@AmericanESOP.com

Guest Grecco
Posted

Thank you so much Marcus!

- Lisa

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