Tax FreeNo taxes arepaid on yourcontributionsOctober isESOPAwarenessMonthESOPEmployeeStockOwnershipPlanInnovationFuelsESOPvalue!No Costs /Contributionswith theESOPprogramLoyaltyBuildsESOPvalue!YOU!Contributeto buildingwealthProfitabilityBoostsESOPvalue!Board ofTrusteesSets thevalue of thestockVesting %:Non-ForfeitableRightto the stock inyour accountClientSatisfactionGrowsESOPvalue!BeneficiaryNameis made inthe MENKEportalAutomaticallyEnrolledNo enrollmentactionneededBelief in OurPeopleis core to theESOPprogramLate October/EarlyNovemberis whenstatements areposted on MENKEYear 6When youare fully100% vestedIA’sSuccessis yoursuccess!Average15.2% AnnualGrowthsinceInception2012Year IA’sESOPbeganMENKEIA’s firmadmin. Hasyour accountinfoRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planPreviousYear’s Balanceis shown onyour statementEligible after1,000 hoursin a calendaryearAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%Tax FreeNo taxes arepaid on yourcontributionsOctober isESOPAwarenessMonthESOPEmployeeStockOwnershipPlanInnovationFuelsESOPvalue!No Costs /Contributionswith theESOPprogramLoyaltyBuildsESOPvalue!YOU!Contributeto buildingwealthProfitabilityBoostsESOPvalue!Board ofTrusteesSets thevalue of thestockVesting %:Non-ForfeitableRightto the stock inyour accountClientSatisfactionGrowsESOPvalue!BeneficiaryNameis made inthe MENKEportalAutomaticallyEnrolledNo enrollmentactionneededBelief in OurPeopleis core to theESOPprogramLate October/EarlyNovemberis whenstatements areposted on MENKEYear 6When youare fully100% vestedIA’sSuccessis yoursuccess!Average15.2% AnnualGrowthsinceInception2012Year IA’sESOPbeganMENKEIA’s firmadmin. Hasyour accountinfoRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planPreviousYear’s Balanceis shown onyour statementEligible after1,000 hoursin a calendaryearAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%

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