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Posted

A premium only 125 Plan currently has 1 owner/officer. Discrimination testing has been passed. This owner wants to somehow give ownership in the company to the other 6 employees on an equal basis. That means all would own about 14%. There would be no non-key people in the plan. What happens? Do they have to stop the plan or since the plan does not discriminate in favor, can they keep it?

Posted

How is the company structured? Is it a corporation or a S corporation?

Guest ESOPwizard
Posted

I had this problem two months ago and decided that the

only insurmountable problem was IRC 129(d)(8), which

deals with dependent care.

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