Pay-Per-Use Employee Stock Options Administration Services and Discount Broker Executions
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Pay Per Use Employee Stock Administration Services Outsourcing

Intro To Services        

Ez Custom Software Solutions, Inc. (ECS)

Employee Stock Option Administration Services Outsourcing
SERVICES OFFERED:
 
 A. Stock Option Plan Administration (with restricted shares, performance stock & awards)
 B. Employee Stock Purchase Plan (ESPP) Administration
 C. Private Company Stock Option and Direct Stock Ownership Administration
 

2016 Fee Schedule:


 

Outsourced Administration
"Pay-per-Use" Plan

PRIVATE
PUBLIC

Price Table Setup

$36
One time
$70
Per upload

Pier Pricing Setup

$120
One time
N/A

Tax & Currency Table Setup

$80
One time
$80
One time

Vesting Schedule Setup

$50
Per table
$50
Per table

Option Plan Table Setup

$140
Per plan
$140
Per plan

ESPP Plan Table Setup

N/A
$120
Per plan

ESPP Purchase Period Setup

N/A
$40
Per period

Employee Records Input/Update

$8
Per record
$8
Per record

Employee Records Load from Excel

$80
Per load
$80
Per load

Employee Tax & YTD Tax Load

N/A
$5
Per record

Terminations - Manual

$20
Per record
$20
Per record

Terminations Load & Reconciliation

$80
Per load
$150
Per load

New Grants Input

$9
Per record
$9
Per record

New Grants Load from Excel

$90
Per load
$90
Per load

Option Vesting Details Data Load

$80
Per load
$80
Per load

Grant Manual Modification

$45
Per record
$45
Per record

Grant Cancellation - Manual

$30
Per record
$30
Per record

Last Exercisble Date Changes

$12
Per record
$12
Per record

Grant Acceleration

$18
Per record
$38
Per record

Option Exercise

$20
Per exercise
$20
Per exercise *

Option Exercise Data Load

$80
Per load
$120
Per load

DWAC Instructions

N/A
$45
Per occurrence

Blackout Setup

N/A
$50
Per occurrence

LOA Vesting Freeze Setup

$90
Per occurrence
$90
Per occurrence

Repricing

$3
Per grant
$5
Per grant

Tax Deferral

N/A
$30
Per record

Options Outstanding Reconciliation

$180
Per occurrence
$294
Per occurrence

Repurchases

$20
Per record
$20
Per record

Forecast Table Setup

N/A
$220
Per table

Grant Valuation Employees

N/A
$18
Per grant

Grant Valuation Non-Employees

N/A
$35
Per grant

Expense True-ups & Adjustment

N/A
$188
Per occurrence

Grant Modification Expense Adjustment

$60
Per record
$85
Per record

Expenses Data Load

$95
Per load
$110
Per load

ESPP Subscription (On/Off)

N/A
$5
Per record

ESPP Subscription Date Price Check

N/A
$5
Per record

ESPP Contributions Data Input

N/A
$5
Per contribution

ESPP Contributions Load

N/A
$120
Per load

ESPP Purchase

N/A
$480
Per purchase period

ESPP Withdrawal / Refunds

N/A
$8
Per occurrence

Insider Transaction Setup

N/A
$65
Per insider

SEC Forms 3, 4 & 5 Input

N/A
$60
Per form

Reports Run & PDF

$48
Per report
$68
Per report

Export to Excel Any Table / Report

$40
Per table
$60
Per table

Stock Split

N/A
$230
Per split date

Data Maintenance & Backup

$80
Per occurrence
$80
Per occurrence

Other Admin Services

$115
Per hour
$115
Per hour

*PASS TROUGH CHARGES: third party charges related to option exercises: broker exercise fees, wire transfer fees, DWAC fees and custody fees are passed on to individual option holders and/or issuer upon exercise

 
 

 
stock options software ASC 718 reporting discount broker execution stock plan administration
Stox 3.99.715 released    NEWS
8/15/2016
Stox 2016 Q3 Edition with roll-forwards...
Consulting Services
3/24/2008
Over the past several years EZCS has received many consulting requests from our clients. As we approach 200 software clients, we are pleased to announce the formation of  EZ Custom Consulting Group!
2/17/2007
Easy Custom Software Solutions has been nominated for the Vendor of the Year Award by Compliance Reporter magazine. This award is to be given at 2nd Annual Chief Compliance Officers Forum healed in New York on March 14-15, 2007

Stox Private/Ownership &
Stox Multi-currency

More products from us:
- for stock ownership & private companies,
- for companies that grant and exercise options in foreign currencies...

Black-Scholes/Lattice at Glance

Did you know that Easy Options/ ESPP Custom (tm) is fully compliant with ASC 718 (FAS 123R) valuation modeling and reporting requirements...
ONE EZ PRICE of $999 for 4 integrated modules: Options, Valuation / ASC 718 (FAS123R) / Black-Scholes & Binomial, Insider Reporting, ESPP (click here for details)  Call Tony Seker at 877-707-1585 or e-mail ts@ezCustomSoftware.com
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