Help - Search - Members - Calendar
Full Version: Determination of ownership percentage
BenefitsLink Message Boards > Retirement Plans > Employee Stock Ownership Plans (ESOPs)
gcrechale
In determining ownership, are shares owned by participants in an ESOP considered? For example, if a company stockholder owns 10% of o/s stock and then is allocated an additional 5% in the ESOP plan, is he considered to own 15%? Do voting rights have any effect on this?
Harry O
For what purpose are you determining ownership? It makes a difference . . .
gcrechale
specifically, we are concerned about ownership percentage in determining highly comp and key employees for testing purposes.

for determination of controlled group status, would the ownership in the esop be considered?
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2012 Invision Power Services, Inc.