PreviousYear’s Balanceis shown onyour statementOctober isESOPAwarenessMonthMENKEIA’s firmadmin. Hasyour accountinfoIA’sSuccessis yoursuccess!Average15.2% AnnualGrowthsinceInceptionYOU!Contributeto buildingwealthInnovationFuelsESOPvalue!ClientSatisfactionGrowsESOPvalue!No Costs /Contributionswith theESOPprogramBoard ofTrusteesSets thevalue of thestockESOPEmployeeStockOwnershipPlanAutomaticallyEnrolledNo enrollmentactionneededAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%LoyaltyBuildsESOPvalue!Late October/EarlyNovemberis whenstatements areposted on MENKEBeneficiaryNameis made inthe MENKEportalBelief in OurPeopleis core to theESOPprogramTax FreeNo taxes arepaid on yourcontributionsRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planVesting %:Non-ForfeitableRightto the stock inyour account2012Year IA’sESOPbeganYear 6When youare fully100% vestedEligible after1,000 hoursin a calendaryearProfitabilityBoostsESOPvalue!PreviousYear’s Balanceis shown onyour statementOctober isESOPAwarenessMonthMENKEIA’s firmadmin. Hasyour accountinfoIA’sSuccessis yoursuccess!Average15.2% AnnualGrowthsinceInceptionYOU!Contributeto buildingwealthInnovationFuelsESOPvalue!ClientSatisfactionGrowsESOPvalue!No Costs /Contributionswith theESOPprogramBoard ofTrusteesSets thevalue of thestockESOPEmployeeStockOwnershipPlanAutomaticallyEnrolledNo enrollmentactionneededAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%LoyaltyBuildsESOPvalue!Late October/EarlyNovemberis whenstatements areposted on MENKEBeneficiaryNameis made inthe MENKEportalBelief in OurPeopleis core to theESOPprogramTax FreeNo taxes arepaid on yourcontributionsRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planVesting %:Non-ForfeitableRightto the stock inyour account2012Year IA’sESOPbeganYear 6When youare fully100% vestedEligible after1,000 hoursin a calendaryearProfitabilityBoostsESOPvalue!

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