After 10 Yearsin Plan, activeemployeescan withdrawup to 25%ESOPEmployeeStockOwnershipPlanBelief in OurPeopleis core to theESOPprogramYear 6When youare fully100% vestedEligible after1,000 hoursin a calendaryearClientSatisfactionGrowsESOPvalue!LoyaltyBuildsESOPvalue!MENKEIA’s firmadmin. Hasyour accountinfoBoard ofTrusteesSets thevalue of thestockBeneficiaryNameis made inthe MENKEportalAverage15.2% AnnualGrowthsinceInceptionNo Costs /Contributionswith theESOPprogramAutomaticallyEnrolledNo enrollmentactionneeded2012Year IA’sESOPbeganProfitabilityBoostsESOPvalue!Tax FreeNo taxes arepaid on yourcontributionsOctober isESOPAwarenessMonthIA’sSuccessis yoursuccess!PreviousYear’s Balanceis shown onyour statementRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planYOU!Contributeto buildingwealthInnovationFuelsESOPvalue!Vesting %:Non-ForfeitableRightto the stock inyour accountLate October/EarlyNovemberis whenstatements areposted on MENKEAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%ESOPEmployeeStockOwnershipPlanBelief in OurPeopleis core to theESOPprogramYear 6When youare fully100% vestedEligible after1,000 hoursin a calendaryearClientSatisfactionGrowsESOPvalue!LoyaltyBuildsESOPvalue!MENKEIA’s firmadmin. Hasyour accountinfoBoard ofTrusteesSets thevalue of thestockBeneficiaryNameis made inthe MENKEportalAverage15.2% AnnualGrowthsinceInceptionNo Costs /Contributionswith theESOPprogramAutomaticallyEnrolledNo enrollmentactionneeded2012Year IA’sESOPbeganProfitabilityBoostsESOPvalue!Tax FreeNo taxes arepaid on yourcontributionsOctober isESOPAwarenessMonthIA’sSuccessis yoursuccess!PreviousYear’s Balanceis shown onyour statementRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planYOU!Contributeto buildingwealthInnovationFuelsESOPvalue!Vesting %:Non-ForfeitableRightto the stock inyour accountLate October/EarlyNovemberis whenstatements areposted on MENKE

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