Late October/EarlyNovemberis whenstatements areposted on MENKEPreviousYear’s Balanceis shown onyour statementNo Costs /Contributionswith theESOPprogramAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%ClientSatisfactionGrowsESOPvalue!RolloversDistributionsfrom the plancan be rolledover into 401kor IRA planEligible after1,000 hoursin a calendaryearBeneficiaryNameis made inthe MENKEportalTax FreeNo taxes arepaid on yourcontributionsBoard ofTrusteesSets thevalue of thestockInnovationFuelsESOPvalue!Belief in OurPeopleis core to theESOPprogramAutomaticallyEnrolledNo enrollmentactionneededIA’sSuccessis yoursuccess!YOU!Contributeto buildingwealthLoyaltyBuildsESOPvalue!Average15.2% AnnualGrowthsinceInceptionMENKEIA’s firmadmin. Hasyour accountinfoProfitabilityBoostsESOPvalue!Year 6When youare fully100% vested2012Year IA’sESOPbeganESOPEmployeeStockOwnershipPlanOctober isESOPAwarenessMonthVesting %:Non-ForfeitableRightto the stock inyour accountLate October/EarlyNovemberis whenstatements areposted on MENKEPreviousYear’s Balanceis shown onyour statementNo Costs /Contributionswith theESOPprogramAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%ClientSatisfactionGrowsESOPvalue!RolloversDistributionsfrom the plancan be rolledover into 401kor IRA planEligible after1,000 hoursin a calendaryearBeneficiaryNameis made inthe MENKEportalTax FreeNo taxes arepaid on yourcontributionsBoard ofTrusteesSets thevalue of thestockInnovationFuelsESOPvalue!Belief in OurPeopleis core to theESOPprogramAutomaticallyEnrolledNo enrollmentactionneededIA’sSuccessis yoursuccess!YOU!Contributeto buildingwealthLoyaltyBuildsESOPvalue!Average15.2% AnnualGrowthsinceInceptionMENKEIA’s firmadmin. Hasyour accountinfoProfitabilityBoostsESOPvalue!Year 6When youare fully100% vested2012Year IA’sESOPbeganESOPEmployeeStockOwnershipPlanOctober isESOPAwarenessMonthVesting %:Non-ForfeitableRightto the stock inyour account

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