RolloversDistributionsfrom the plancan be rolledover into 401kor IRA planYear 6When youare fully100% vestedAutomaticallyEnrolledNo enrollmentactionneededIA’sSuccessis yoursuccess!2012Year IA’sESOPbeganTax FreeNo taxes arepaid on yourcontributionsYOU!Contributeto buildingwealthAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%Average15.2% AnnualGrowthsinceInceptionESOPEmployeeStockOwnershipPlanPreviousYear’s Balanceis shown onyour statementVesting %:Non-ForfeitableRightto the stock inyour accountLoyaltyBuildsESOPvalue!October isESOPAwarenessMonthBoard ofTrusteesSets thevalue of thestockProfitabilityBoostsESOPvalue!Eligible after1,000 hoursin a calendaryearMENKEIA’s firmadmin. Hasyour accountinfoNo Costs /Contributionswith theESOPprogramBeneficiaryNameis made inthe MENKEportalBelief in OurPeopleis core to theESOPprogramInnovationFuelsESOPvalue!Late October/EarlyNovemberis whenstatements areposted on MENKEClientSatisfactionGrowsESOPvalue!RolloversDistributionsfrom the plancan be rolledover into 401kor IRA planYear 6When youare fully100% vestedAutomaticallyEnrolledNo enrollmentactionneededIA’sSuccessis yoursuccess!2012Year IA’sESOPbeganTax FreeNo taxes arepaid on yourcontributionsYOU!Contributeto buildingwealthAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%Average15.2% AnnualGrowthsinceInceptionESOPEmployeeStockOwnershipPlanPreviousYear’s Balanceis shown onyour statementVesting %:Non-ForfeitableRightto the stock inyour accountLoyaltyBuildsESOPvalue!October isESOPAwarenessMonthBoard ofTrusteesSets thevalue of thestockProfitabilityBoostsESOPvalue!Eligible after1,000 hoursin a calendaryearMENKEIA’s firmadmin. Hasyour accountinfoNo Costs /Contributionswith theESOPprogramBeneficiaryNameis made inthe MENKEportalBelief in OurPeopleis core to theESOPprogramInnovationFuelsESOPvalue!Late October/EarlyNovemberis whenstatements areposted on MENKEClientSatisfactionGrowsESOPvalue!

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