one stop esop blog

Subscribe by Email

Your email:

We're Here to Help

describe the image

Aaron Juckett 
President 
CPA, CPC, QPA, QKA 
ESOP Partners LLC 
Phone: 920-659-6000 
Toll Free: 800-837-3112 
Direct: 920-659-6002 
Fax: 866-337-1095 
AJuckett@ESOPPartners.com
ESOPPartners.com 
OneStopESOPBlog.com 

2013 IRS Pension Plan Limits

401(k) Deferral Limit - $17,500

Annual Additions Limit - $51,000

Maximum Compensation Limit - $255,000

Catch-Up Contribution Limit - $5,500

Highly Compensated Employee - $115,000

ESOP 5-Year Distribution Threshold - $1,035,000

ESOP Additional Year Threshold - $205,000

2012 Pension Plan Limits

1989 - 2012 Plan Limits

Current Articles | RSS Feed RSS Feed

2010 Innovations in Employee Ownership Awards

The 2010 Innovations in Employee Ownership Awards were announced at last week's NCEO Employee Ownership Conference:

7 Ways to Create an Innovation Engine

Unlock Creative Genius through Employee Ownership shares seven ways for a company to utilize their "intellectual capital" to create an "innovation engine" that will ultimately create value for the company:

ESOP Champions of the 111th U.S. Congress

Do you know the ESOP Advocates? provides a listing of the ESOP champions of the 111th United States Congress:

Establishing a Non-Fiduciary Board of Advisors

The April 14, 2010 Employee Ownership Update is online and discusses the following:

Coordinating Your ESOP with Other Plans at the Hilton Minneapolis

I will be presenting Coordinating Your ESOP with Other Plans on Wednesday, April 21 at the Hilton Minneapolis as part of the Annual NCEO/Beyster Institute Employee Ownership Conference:

2010 AACE Award Winners

2010 Silver ESOP Award Winners

The ESOP Association has announced the 2010 Silver ESOP Award Winners:

Decade in Review: ESOPs Grew

ESOP Companies Grow 33% Larger Over 10-Year Period

ESOP: Employee ownership of companies on the rise discusses how employee owned companies are more productive and could benefit the economy as a whole.

Implementing a Policy on Unsolicited Offers

Responding to Unsolicited Offers to Buy discusses the issues that the CEO, Board of Directors, and trustees face when an unsolicited offer is received. It talks about how a "not for sale" resolution could make things worse, at least from a trustee perspective. The article suggests a Policy on Unsolicited Offers that should be reviewed and approved by the Board of Directors on a regular basis and provides a template:

Supporting the WORK Act and the US Employee Ownership Bank Act

The March 31, 2010 Employee Ownership Update is online and discusses the following:

10,500 ESOPs

The NCEO has updated their Statistical Profile of Employee Ownership for 2009:

  • The number of "ESOPs, stock bonus plans, & profit sharing plans primarily invested in employer stock" declined from 10,800 in 2007 and 2008 to 10,500 in 2009. You will note that the previous numbers have been restated slightly lower from last year's updated ESOP statistics.

  • The most recent available number of participants of "ESOPs, stock bonus plans, & profit sharing plans primarily invested in employer stock" decreased to 12.7 million in 2007 (from 13.7 million in 2006).

  • The most recent available value of plan assets of "ESOPs, stock bonus plans, & profit sharing plans primarily invested in employer stock" decreased to $901 billion (from $923 billion in 2006).

  • 30% of the private company ESOPs owned 51-100% of the company stock, 30% owned 31-50%, 20% owned 11-30%, and 20% owned 0-10%.

  • 25% of majority-owned private ESOP companies pass through full voting rights, compared to 17% of all private ESOP companies.

  • The mean allocation to a private ESOP is 5-8% of compensation. The mean number of employees is 1,500, and the median is 125.


All Posts