Average15.2% AnnualGrowthsinceInceptionTax FreeNo taxes arepaid on yourcontributionsESOPEmployeeStockOwnershipPlanYOU!Contributeto buildingwealthLoyaltyBuildsESOPvalue!IA’sSuccessis yoursuccess!ClientSatisfactionGrowsESOPvalue!Vesting %:Non-ForfeitableRightto the stock inyour accountBeneficiaryNameis made inthe MENKEportalRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planMENKEIA’s firmadmin. Hasyour accountinfoNo Costs /Contributionswith theESOPprogramYear 6When youare fully100% vestedPreviousYear’s Balanceis shown onyour statement2012Year IA’sESOPbeganAutomaticallyEnrolledNo enrollmentactionneededProfitabilityBoostsESOPvalue!Eligible after1,000 hoursin a calendaryearOctober isESOPAwarenessMonthLate October/EarlyNovemberis whenstatements areposted on MENKEBoard ofTrusteesSets thevalue of thestockAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%InnovationFuelsESOPvalue!Belief in OurPeopleis core to theESOPprogramAverage15.2% AnnualGrowthsinceInceptionTax FreeNo taxes arepaid on yourcontributionsESOPEmployeeStockOwnershipPlanYOU!Contributeto buildingwealthLoyaltyBuildsESOPvalue!IA’sSuccessis yoursuccess!ClientSatisfactionGrowsESOPvalue!Vesting %:Non-ForfeitableRightto the stock inyour accountBeneficiaryNameis made inthe MENKEportalRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planMENKEIA’s firmadmin. Hasyour accountinfoNo Costs /Contributionswith theESOPprogramYear 6When youare fully100% vestedPreviousYear’s Balanceis shown onyour statement2012Year IA’sESOPbeganAutomaticallyEnrolledNo enrollmentactionneededProfitabilityBoostsESOPvalue!Eligible after1,000 hoursin a calendaryearOctober isESOPAwarenessMonthLate October/EarlyNovemberis whenstatements areposted on MENKEBoard ofTrusteesSets thevalue of thestockAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%InnovationFuelsESOPvalue!Belief in OurPeopleis core to theESOPprogram

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