Need ESOP information

[Guest D Crantz]

In 1993 the company I worked for filed Chapter 11. At that time I received an annual report. Since then I have received no other information on my ESOP. The company terminated the ESOP and since then has sold most of it holdings. I quit working there in 2000 and have not heard anything about the ESOP. I was told that the IRS was holding everything up because they were auditing the company. I don't know much about the ESOP or what to expect. I would appreciate any help I can get.

Thanks D Crantz

[RLL]

D Crantz ---

I hope you weren't relying on the ESOP for your retirement income.

Are there assets remaining in the ESOP? Are you entitled to receive benefits? Have you received any account statements? Have you received summary annual reports of the ESOP? Have you requested copies of the ESOP's annual report?

[BeckyMiller]

Assuming your employer has kept up to date on its plan filings, you might be able to find out what was reported as plan assets by logging on to http://freeerisa.com/ and following the instructions. That will get you a copy of the most recent annual report filed for the plan. Don't be surprised if there isn't anything listed for 2000 (too early) or 1999 (companies in bankruptcy are notoriously late in these filings.)

[Greg Judd]

Originally posted by BeckyMiller

Assuming your employer has kept up to date on its plan filings, you might be able to find out what was reported as plan assets by logging on to freeerisa.com Don't be surprised if there isn't anything listed for 2000 (too early) or 1999

My firm provides compliance information from the 5500 series, a la freeerisa.com. The latest available stuff that anyone has is from plan years beginning in 1998. So, there may be filings available for them, but none beyond 1998.