IA’sSuccessis yoursuccess!Eligible after1,000 hoursin a calendaryearESOPEmployeeStockOwnershipPlan2012Year IA’sESOPbeganRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planTax FreeNo taxes arepaid on yourcontributionsAverage15.2% AnnualGrowthsinceInceptionBelief in OurPeopleis core to theESOPprogramPreviousYear’s Balanceis shown onyour statementAutomaticallyEnrolledNo enrollmentactionneededInnovationFuelsESOPvalue!Late October/EarlyNovemberis whenstatements areposted on MENKEYear 6When youare fully100% vestedProfitabilityBoostsESOPvalue!YOU!Contributeto buildingwealthClientSatisfactionGrowsESOPvalue!BeneficiaryNameis made inthe MENKEportalLoyaltyBuildsESOPvalue!Vesting %:Non-ForfeitableRightto the stock inyour accountNo Costs /Contributionswith theESOPprogramMENKEIA’s firmadmin. Hasyour accountinfoOctober isESOPAwarenessMonthBoard ofTrusteesSets thevalue of thestockAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%IA’sSuccessis yoursuccess!Eligible after1,000 hoursin a calendaryearESOPEmployeeStockOwnershipPlan2012Year IA’sESOPbeganRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planTax FreeNo taxes arepaid on yourcontributionsAverage15.2% AnnualGrowthsinceInceptionBelief in OurPeopleis core to theESOPprogramPreviousYear’s Balanceis shown onyour statementAutomaticallyEnrolledNo enrollmentactionneededInnovationFuelsESOPvalue!Late October/EarlyNovemberis whenstatements areposted on MENKEYear 6When youare fully100% vestedProfitabilityBoostsESOPvalue!YOU!Contributeto buildingwealthClientSatisfactionGrowsESOPvalue!BeneficiaryNameis made inthe MENKEportalLoyaltyBuildsESOPvalue!Vesting %:Non-ForfeitableRightto the stock inyour accountNo Costs /Contributionswith theESOPprogramMENKEIA’s firmadmin. Hasyour accountinfoOctober isESOPAwarenessMonthBoard ofTrusteesSets thevalue of thestockAfter 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. IA’s Success is your success!
  2. Eligible after 1,000 hours in a calendar year
  3. ESOP Employee Stock Ownership Plan
  4. 2012 Year IA’s ESOP began
  5. Rollovers Distributions from the plan can be rolled over into 401k or IRA plan
  6. Tax Free No taxes are paid on your contributions
  7. Average 15.2% Annual Growth since Inception
  8. Belief in Our People is core to the ESOP program
  9. Previous Year’s Balance is shown on your statement
  10. Automatically Enrolled No enrollment action needed
  11. Innovation Fuels ESOP value!
  12. Late October/Early November is when statements are posted on MENKE
  13. Year 6 When you are fully 100% vested
  14. Profitability Boosts ESOP value!
  15. YOU! Contribute to building wealth
  16. Client Satisfaction Grows ESOP value!
  17. Beneficiary Name is made in the MENKE portal
  18. Loyalty Builds ESOP value!
  19. Vesting %: Non-Forfeitable Right to the stock in your account
  20. No Costs / Contributions with the ESOP program
  21. MENKE IA’s firm admin. Has your account info
  22. October is ESOP Awareness Month
  23. Board of Trustees Sets the value of the stock
  24. After 10 Years in Plan, active employees can withdraw up to 25%