(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.
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This individual or institution is a Fiduciary for the plan
The independent Financial Advisor that Loftness uses for the valuation process
Stock that has been assigned to a specific participant account and is part of their personal retirement account
Number of hours an eligible employee must work during a plan year for it to be considered a "Year of Service" under the ESOP
Individual or institution with authority to vote on behalf of the stock share owners, and has discretion over ESOP plan assets.
The person(s) a participant has designated to receive their benefits in the case of their death.
The price of products/services we have sold
Employee Stock Ownership Plan. A qualified retirement plan that is designed to primarily invest in company stock.
How long do you need to be employed to become an active participant in ESOP
The profit we made from revenue, after we paid all expenses, include materials, labor, building office supplies, etc.
An individual that is required under law to act prudently ad soley in the best interest of the plan participants in regard to the retirement plan (ESOP)
Consists of individuals who are responsible for the business strategy and direction of the company and Executive Team
The organization that manages the individual participant ESOP account statements.
This type of corporation is generally exempt from federal corporate income taxes, increasing the company's net income
The year Loftness ESOP was created
The ability of an eligible active participant to elect to move a portion of their ESOP balance to a different retirement account
