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What is the downside of phantom stock?

Just like everything, there are cons to phantom stock as well, which include: Every benefit that the employees get is taxed as ordinary income. And since the benefits are paid in cash, capital gains treatment is not available.

What is an example of a phantom stock plan?

For example, suppose an employee received 10 phantom shares with a starting value of $7, and assume the shares are valued on the payment date at $15. At the date of payment the employee would receive $150 under a full value plan and $80 under an appreciation only plan.

How does a phantom stock plan work?

A phantom stock plan is a deferred compensation plan that awards the employee a unit measured by the value of a share of a companys common stock, or, in the case of a limited liability company, by the value of an LLC unit. However, unlike actual stock, the award does not confer equity ownership in the company.

How do you create a phantom stock plan?

Take a look at five tips for creating a phantom stock plan below: Understand what you are and arent offering. Set a proper valuation. Create your shares. Decide how to award stock. Set a reward schedule.

What is the phantom stock appreciation plan?

The idea of phantom stock is to provide the benefit of stock appreciation without transferring actual stock to the employee. It represents a bonus payable at a future date if certain objectives are met or if a specific event occurs, like the sale of the company.

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What is the formula for phantom stock?

The answer involves two variables: (a) the presumed value of the company, and (b) the number of shares to be used in the plan. Once these two answers are known, the phantom share price is calculated as the former (the value) divided by the latter (the number of shares).

What is the difference between stock appreciation rights and phantom stock plans?

A stock appreciation right (SAR, in short) is a lot like phantom stock. The only difference in this is that it provides the right to the monetary equivalent of the increase in the value of a specified number of shares, over a specified period of time.

Is a phantom stock plan a top hat plan?

Compliance with Employee Retirement Income Security Act of 1974 (ERISA) Phantom stock plans are generally designed as top hat plans which are unfunded and maintained by the company for a select group of management or highly compensated employees.

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