After 10 Yearsin Plan, activeemployeescan withdrawup to 25%Late October/EarlyNovemberis whenstatements areposted on MENKEBoard ofTrusteesSets thevalue of thestockRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planYOU!Contributeto buildingwealthAutomaticallyEnrolledNo enrollmentactionneededESOPEmployeeStockOwnershipPlanVesting %:Non-ForfeitableRightto the stock inyour accountMENKEIA’s firmadmin. Hasyour accountinfoClientSatisfactionGrowsESOPvalue!PreviousYear’s Balanceis shown onyour statementProfitabilityBoostsESOPvalue!Average15.2% AnnualGrowthsinceInceptionIA’sSuccessis yoursuccess!BeneficiaryNameis made inthe MENKEportalOctober isESOPAwarenessMonthLoyaltyBuildsESOPvalue!Tax FreeNo taxes arepaid on yourcontributionsBelief in OurPeopleis core to theESOPprogramInnovationFuelsESOPvalue!Eligible after1,000 hoursin a calendaryearNo Costs /Contributionswith theESOPprogram2012Year IA’sESOPbeganYear 6When youare fully100% vestedAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%Late October/EarlyNovemberis whenstatements areposted on MENKEBoard ofTrusteesSets thevalue of thestockRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planYOU!Contributeto buildingwealthAutomaticallyEnrolledNo enrollmentactionneededESOPEmployeeStockOwnershipPlanVesting %:Non-ForfeitableRightto the stock inyour accountMENKEIA’s firmadmin. Hasyour accountinfoClientSatisfactionGrowsESOPvalue!PreviousYear’s Balanceis shown onyour statementProfitabilityBoostsESOPvalue!Average15.2% AnnualGrowthsinceInceptionIA’sSuccessis yoursuccess!BeneficiaryNameis made inthe MENKEportalOctober isESOPAwarenessMonthLoyaltyBuildsESOPvalue!Tax FreeNo taxes arepaid on yourcontributionsBelief in OurPeopleis core to theESOPprogramInnovationFuelsESOPvalue!Eligible after1,000 hoursin a calendaryearNo Costs /Contributionswith theESOPprogram2012Year IA’sESOPbeganYear 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. After 10 Years in Plan, active employees can withdraw up to 25%
  2. Late October/Early November is when statements are posted on MENKE
  3. Board of Trustees Sets the value of the stock
  4. Rollovers Distributions from the plan can be rolled over into 401k or IRA plan
  5. YOU! Contribute to building wealth
  6. Automatically Enrolled No enrollment action needed
  7. ESOP Employee Stock Ownership Plan
  8. Vesting %: Non-Forfeitable Right to the stock in your account
  9. MENKE IA’s firm admin. Has your account info
  10. Client Satisfaction Grows ESOP value!
  11. Previous Year’s Balance is shown on your statement
  12. Profitability Boosts ESOP value!
  13. Average 15.2% Annual Growth since Inception
  14. IA’s Success is your success!
  15. Beneficiary Name is made in the MENKE portal
  16. October is ESOP Awareness Month
  17. Loyalty Builds ESOP value!
  18. Tax Free No taxes are paid on your contributions
  19. Belief in Our People is core to the ESOP program
  20. Innovation Fuels ESOP value!
  21. Eligible after 1,000 hours in a calendar year
  22. No Costs / Contributions with the ESOP program
  23. 2012 Year IA’s ESOP began
  24. Year 6 When you are fully 100% vested