One of the most important fiduciary responsibilities with administration of an ESOP is determining the fair market value (“FMV”) of the stock held in an ESOP on an annual basis and as of the specific date when stock is purchased or sold by an ESOP.
Your Resource For All Things ESOP
One of the most important fiduciary responsibilities with administration of an ESOP is determining the fair market value (“FMV”) of the stock held in an ESOP on an annual basis and as of the specific date when stock is purchased or sold by an ESOP.
401(k) Deferral Limit - $19,500
Annual Additions Limit - $58,000
Maximum Compensation Limit - $290,000
Catch-Up Contribution Limit - $6,500
Highly Compensated Employee - $130,000
ESOP 5-Year Distribution Threshold - $1,165,000
ESOP Additional Year Threshold - $230,000
2020 Pension Plan Limits
2019 Pension Plan Limits
2018 Pension Plan Limits
CHART: Limits For 1996-2021
[fa icon="phone"] 920.659.6000
[fa icon="envelope"] ajuckett@esoppartners.com
[fa icon="home"] 3601 E Evergreen Dr. #200, Appleton WI 54913
[fa icon="caret-right"] ESOP Administration
[fa icon="caret-right"] ESOP Consulting
[fa icon="caret-right"] Considering an ESOP
[fa icon="caret-right"] ESOP Culture & Communication
[fa icon="caret-right"] Repurchase Obligation
[fa icon="caret-right"] The ESOP Partners Experience
[fa icon="caret-right"] Our Senior Team
[fa icon="caret-right"] News & Events
[fa icon="caret-right"] Recent Transactions
[fa icon="phone"] 920.659.6000
[fa icon="envelope"] AJuckett@ESOPPartners.com
[fa icon="home"] 3601 E Evergreen Dr. #200, Appleton WI 54913
Proud members and supporters of:
© 2021 ESOP Partners - All rights reserved. Reproduction without permission is prohibited.
