AutomaticallyEnrolledNo enrollmentactionneededLoyaltyBuildsESOPvalue!RolloversDistributionsfrom the plancan be rolledover into 401kor IRA planYear 6When youare fully100% vestedOctober isESOPAwarenessMonthTax FreeNo taxes arepaid on yourcontributionsESOPEmployeeStockOwnershipPlanClientSatisfactionGrowsESOPvalue!PreviousYear’s Balanceis shown onyour statementIA’sSuccessis yoursuccess!InnovationFuelsESOPvalue!Late October/EarlyNovemberis whenstatements areposted on MENKEProfitabilityBoostsESOPvalue!No Costs /Contributionswith theESOPprogramBoard ofTrusteesSets thevalue of thestockAverage15.2% AnnualGrowthsinceInceptionYOU!Contributeto buildingwealthEligible after1,000 hoursin a calendaryearVesting %:Non-ForfeitableRightto the stock inyour account2012Year IA’sESOPbeganBeneficiaryNameis made inthe MENKEportalMENKEIA’s firmadmin. Hasyour accountinfoBelief in OurPeopleis core to theESOPprogramAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%AutomaticallyEnrolledNo enrollmentactionneededLoyaltyBuildsESOPvalue!RolloversDistributionsfrom the plancan be rolledover into 401kor IRA planYear 6When youare fully100% vestedOctober isESOPAwarenessMonthTax FreeNo taxes arepaid on yourcontributionsESOPEmployeeStockOwnershipPlanClientSatisfactionGrowsESOPvalue!PreviousYear’s Balanceis shown onyour statementIA’sSuccessis yoursuccess!InnovationFuelsESOPvalue!Late October/EarlyNovemberis whenstatements areposted on MENKEProfitabilityBoostsESOPvalue!No Costs /Contributionswith theESOPprogramBoard ofTrusteesSets thevalue of thestockAverage15.2% AnnualGrowthsinceInceptionYOU!Contributeto buildingwealthEligible after1,000 hoursin a calendaryearVesting %:Non-ForfeitableRightto the stock inyour account2012Year IA’sESOPbeganBeneficiaryNameis made inthe MENKEportalMENKEIA’s firmadmin. Hasyour accountinfoBelief in OurPeopleis core to theESOPprogramAfter 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. Automatically Enrolled No enrollment action needed
  2. Loyalty Builds ESOP value!
  3. Rollovers Distributions from the plan can be rolled over into 401k or IRA plan
  4. Year 6 When you are fully 100% vested
  5. October is ESOP Awareness Month
  6. Tax Free No taxes are paid on your contributions
  7. ESOP Employee Stock Ownership Plan
  8. Client Satisfaction Grows ESOP value!
  9. Previous Year’s Balance is shown on your statement
  10. IA’s Success is your success!
  11. Innovation Fuels ESOP value!
  12. Late October/Early November is when statements are posted on MENKE
  13. Profitability Boosts ESOP value!
  14. No Costs / Contributions with the ESOP program
  15. Board of Trustees Sets the value of the stock
  16. Average 15.2% Annual Growth since Inception
  17. YOU! Contribute to building wealth
  18. Eligible after 1,000 hours in a calendar year
  19. Vesting %: Non-Forfeitable Right to the stock in your account
  20. 2012 Year IA’s ESOP began
  21. Beneficiary Name is made in the MENKE portal
  22. MENKE IA’s firm admin. Has your account info
  23. Belief in Our People is core to the ESOP program
  24. After 10 Years in Plan, active employees can withdraw up to 25%