BeneficiaryNameis made inthe MENKEportalAverage15.2% AnnualGrowthsinceInceptionLate October/EarlyNovemberis whenstatements areposted on MENKEClientSatisfactionGrowsESOPvalue!ESOPEmployeeStockOwnershipPlanVesting %:Non-ForfeitableRightto the stock inyour accountOctober isESOPAwarenessMonthNo Costs /Contributionswith theESOPprogramIA’sSuccessis yoursuccess!RolloversDistributionsfrom the plancan be rolledover into 401kor IRA planEligible after1,000 hoursin a calendaryearAutomaticallyEnrolledNo enrollmentactionneeded2012Year IA’sESOPbeganYOU!Contributeto buildingwealthBoard ofTrusteesSets thevalue of thestockTax FreeNo taxes arepaid on yourcontributionsAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%ProfitabilityBoostsESOPvalue!MENKEIA’s firmadmin. Hasyour accountinfoYear 6When youare fully100% vestedPreviousYear’s Balanceis shown onyour statementLoyaltyBuildsESOPvalue!InnovationFuelsESOPvalue!Belief in OurPeopleis core to theESOPprogramBeneficiaryNameis made inthe MENKEportalAverage15.2% AnnualGrowthsinceInceptionLate October/EarlyNovemberis whenstatements areposted on MENKEClientSatisfactionGrowsESOPvalue!ESOPEmployeeStockOwnershipPlanVesting %:Non-ForfeitableRightto the stock inyour accountOctober isESOPAwarenessMonthNo Costs /Contributionswith theESOPprogramIA’sSuccessis yoursuccess!RolloversDistributionsfrom the plancan be rolledover into 401kor IRA planEligible after1,000 hoursin a calendaryearAutomaticallyEnrolledNo enrollmentactionneeded2012Year IA’sESOPbeganYOU!Contributeto buildingwealthBoard ofTrusteesSets thevalue of thestockTax FreeNo taxes arepaid on yourcontributionsAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%ProfitabilityBoostsESOPvalue!MENKEIA’s firmadmin. Hasyour accountinfoYear 6When youare fully100% vestedPreviousYear’s Balanceis shown onyour statementLoyaltyBuildsESOPvalue!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. Beneficiary Name is made in the MENKE portal
  2. Average 15.2% Annual Growth since Inception
  3. Late October/Early November is when statements are posted on MENKE
  4. Client Satisfaction Grows ESOP value!
  5. ESOP Employee Stock Ownership Plan
  6. Vesting %: Non-Forfeitable Right to the stock in your account
  7. October is ESOP Awareness Month
  8. No Costs / Contributions with the ESOP program
  9. IA’s Success is your success!
  10. Rollovers Distributions from the plan can be rolled over into 401k or IRA plan
  11. Eligible after 1,000 hours in a calendar year
  12. Automatically Enrolled No enrollment action needed
  13. 2012 Year IA’s ESOP began
  14. YOU! Contribute to building wealth
  15. Board of Trustees Sets the value of the stock
  16. Tax Free No taxes are paid on your contributions
  17. After 10 Years in Plan, active employees can withdraw up to 25%
  18. Profitability Boosts ESOP value!
  19. MENKE IA’s firm admin. Has your account info
  20. Year 6 When you are fully 100% vested
  21. Previous Year’s Balance is shown on your statement
  22. Loyalty Builds ESOP value!
  23. Innovation Fuels ESOP value!
  24. Belief in Our People is core to the ESOP program