ESOP Trial Balance

This template can be used to prepare the Statement of Net Assets Available for Benefits and the Statement of Changes in Net Assets Available for Benefits for an employee stock ownership plan. The columns reflected in this workbook are appropriate for the presentation of a leveraged ESOP. For a non-leveraged ESOP, the presentation would reflect only the total column without the segregation between allocated and unallocated.  Cells that contain formulas have been shaded yellow to differentiate them from input cells. You do not need to enter figures into the yellow cells. These cells will populate after the underlying information is entered.