Average15.2% AnnualGrowthsinceInceptionClientSatisfactionGrowsESOPvalue!PreviousYear’s Balanceis shown onyour statementBoard ofTrusteesSets thevalue of thestockOctober isESOPAwarenessMonthIA’sSuccessis yoursuccess!Vesting %:Non-ForfeitableRightto the stock inyour accountBelief in OurPeopleis core to theESOPprogramESOPEmployeeStockOwnershipPlanAutomaticallyEnrolledNo enrollmentactionneededYOU!Contributeto buildingwealthBeneficiaryNameis made inthe MENKEportalInnovationFuelsESOPvalue!Eligible after1,000 hoursin a calendaryearRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planLoyaltyBuildsESOPvalue!After 10 Yearsin Plan, activeemployeescan withdrawup to 25%MENKEIA’s firmadmin. Hasyour accountinfoProfitabilityBoostsESOPvalue!Tax FreeNo taxes arepaid on yourcontributions2012Year IA’sESOPbeganNo Costs /Contributionswith theESOPprogramLate October/EarlyNovemberis whenstatements areposted on MENKEYear 6When youare fully100% vestedAverage15.2% AnnualGrowthsinceInceptionClientSatisfactionGrowsESOPvalue!PreviousYear’s Balanceis shown onyour statementBoard ofTrusteesSets thevalue of thestockOctober isESOPAwarenessMonthIA’sSuccessis yoursuccess!Vesting %:Non-ForfeitableRightto the stock inyour accountBelief in OurPeopleis core to theESOPprogramESOPEmployeeStockOwnershipPlanAutomaticallyEnrolledNo enrollmentactionneededYOU!Contributeto buildingwealthBeneficiaryNameis made inthe MENKEportalInnovationFuelsESOPvalue!Eligible after1,000 hoursin a calendaryearRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planLoyaltyBuildsESOPvalue!After 10 Yearsin Plan, activeemployeescan withdrawup to 25%MENKEIA’s firmadmin. Hasyour accountinfoProfitabilityBoostsESOPvalue!Tax FreeNo taxes arepaid on yourcontributions2012Year IA’sESOPbeganNo Costs /Contributionswith theESOPprogramLate October/EarlyNovemberis whenstatements areposted on MENKEYear 6When youare fully100% vested

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