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Management Stock Purchase Plan

Management Stock Purchase Plan

Name: Management Stock Purchase Plan
Brand: US Legal Forms
Price: 59.00 USD
Rating: 4.6 (267 reviews)

Category:

Corporations - Public - Employees

State:

Multi-State

Control #:

US-CC-19-223D

Format:

Instant download

Description

19-223D 19-223D . . . Management Stock Purchase Plan under which Executive Compensation Committee can grant options to key employees (including officers) at prices equal to 60% of market value. Payment is made by delivery of five full recourse interest-bearing serial promissory notes, each for 20% of total purchase price, which mature on five succeeding anniversary dates of date of grant. Committee may forgive any payment of interest or principal on promissory notes if employee is then still employed by Company, has died, or become disabled or retired

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FAQ

How does an ESPP work? An ESPP is a stock ownership plan that allows you to purchase shares of your company's stock, usually at a discount, with funds deducted from your paychecks.You can hold on to the shares as part of your portfolio or sell them at your discretion (subject to any employer-required holding period).

Are ESPPs good investments? These plans can be great investments if used correctly. Purchasing stock at a discount is certainly a valuable tool for accumulating wealth, but comes with investment risks you should consider. An ESPP plan with a 15% discount effectively yields an immediate 17.6% return on investment.

Substantially higher than you would receive in a savings or money market account. With the higher return comes a greater degree of risk. If the stock drops below $42.50 and you sell it, you lose money. However, if the stock goes up in value, your potential return is even greater.

An employee stock purchase plan (ESPP) enables you to purchase company stock often at a discount from the market price. In the most generous plans, you buy the stock with payroll deductions of up to 15% of your paycheck (you decide how much within this range, with a $25,000 annual maximum for tax-qualified plans).

You will pay ordinary income tax on the difference between the actual purchase price and the purchase date market price, and you'll pay capital gain (or loss) tax rates at the difference between the purchase date price and the final sales price (which is subject to short-term or long-term holding period requirements).

An employee stock purchase plan (ESPP) is a company-run program in which participating employees can purchase company stock at a discounted price.At the purchase date, the company uses the employee's accumulated funds to purchase stock in the company on behalf of the participating employees.

In most cases, you can contribute anywhere between 2 percent and 15 percent of your salary, or up to $25,000 per year. Depending on the terms of your plan, there might also be a minimum contribution. Some companies sweeten the deal of an ESPP plan by doing more than just offering discounted stock.

ESPPs use holding periods that closely resemble those of other stock option plans. For qualified ESPPs, the stock that is not sold until at least a year after the purchase date and two years after the offering date will receive favorable tax treatment.

Management Stock Purchase Plan

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