Eligible after1,000 hoursin a calendaryearVesting %:Non-ForfeitableRightto the stock inyour accountYOU!Contributeto buildingwealthESOPEmployeeStockOwnershipPlanIA’sSuccessis yoursuccess!ClientSatisfactionGrowsESOPvalue!BeneficiaryNameis made inthe MENKEportalProfitabilityBoostsESOPvalue!PreviousYear’s Balanceis shown onyour statementTax FreeNo taxes arepaid on yourcontributionsNo Costs /Contributionswith theESOPprogramLate October/EarlyNovemberis whenstatements areposted on MENKEOctober isESOPAwarenessMonthRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planAutomaticallyEnrolledNo enrollmentactionneededAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%Average15.2% AnnualGrowthsinceInception2012Year IA’sESOPbeganYear 6When youare fully100% vestedMENKEIA’s firmadmin. Hasyour accountinfoBoard ofTrusteesSets thevalue of thestockBelief in OurPeopleis core to theESOPprogramLoyaltyBuildsESOPvalue!InnovationFuelsESOPvalue!Eligible after1,000 hoursin a calendaryearVesting %:Non-ForfeitableRightto the stock inyour accountYOU!Contributeto buildingwealthESOPEmployeeStockOwnershipPlanIA’sSuccessis yoursuccess!ClientSatisfactionGrowsESOPvalue!BeneficiaryNameis made inthe MENKEportalProfitabilityBoostsESOPvalue!PreviousYear’s Balanceis shown onyour statementTax FreeNo taxes arepaid on yourcontributionsNo Costs /Contributionswith theESOPprogramLate October/EarlyNovemberis whenstatements areposted on MENKEOctober isESOPAwarenessMonthRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planAutomaticallyEnrolledNo enrollmentactionneededAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%Average15.2% AnnualGrowthsinceInception2012Year IA’sESOPbeganYear 6When youare fully100% vestedMENKEIA’s firmadmin. Hasyour accountinfoBoard ofTrusteesSets thevalue of thestockBelief in OurPeopleis core to theESOPprogramLoyaltyBuildsESOPvalue!InnovationFuelsESOPvalue!

ESOP DAY - Call List

(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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  1. Eligible after 1,000 hours in a calendar year
  2. Vesting %: Non-Forfeitable Right to the stock in your account
  3. YOU! Contribute to building wealth
  4. ESOP Employee Stock Ownership Plan
  5. IA’s Success is your success!
  6. Client Satisfaction Grows ESOP value!
  7. Beneficiary Name is made in the MENKE portal
  8. Profitability Boosts ESOP value!
  9. Previous Year’s Balance is shown on your statement
  10. Tax Free No taxes are paid on your contributions
  11. No Costs / Contributions with the ESOP program
  12. Late October/Early November is when statements are posted on MENKE
  13. October is ESOP Awareness Month
  14. Rollovers Distributions from the plan can be rolled over into 401k or IRA plan
  15. Automatically Enrolled No enrollment action needed
  16. After 10 Years in Plan, active employees can withdraw up to 25%
  17. Average 15.2% Annual Growth since Inception
  18. 2012 Year IA’s ESOP began
  19. Year 6 When you are fully 100% vested
  20. MENKE IA’s firm admin. Has your account info
  21. Board of Trustees Sets the value of the stock
  22. Belief in Our People is core to the ESOP program
  23. Loyalty Builds ESOP value!
  24. Innovation Fuels ESOP value!