Board ofTrusteesSets thevalue of thestockVesting %:Non-ForfeitableRightto the stock inyour accountAverage15.2% AnnualGrowthsinceInception2012Year IA’sESOPbeganTax FreeNo taxes arepaid on yourcontributionsRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planIA’sSuccessis yoursuccess!LoyaltyBuildsESOPvalue!BeneficiaryNameis made inthe MENKEportalBelief in OurPeopleis core to theESOPprogramESOPEmployeeStockOwnershipPlanInnovationFuelsESOPvalue!AutomaticallyEnrolledNo enrollmentactionneededEligible after1,000 hoursin a calendaryearYOU!Contributeto buildingwealthClientSatisfactionGrowsESOPvalue!No Costs /Contributionswith theESOPprogramAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%PreviousYear’s Balanceis shown onyour statementOctober isESOPAwarenessMonthMENKEIA’s firmadmin. Hasyour accountinfoProfitabilityBoostsESOPvalue!Year 6When youare fully100% vestedLate October/EarlyNovemberis whenstatements areposted on MENKEBoard ofTrusteesSets thevalue of thestockVesting %:Non-ForfeitableRightto the stock inyour accountAverage15.2% AnnualGrowthsinceInception2012Year IA’sESOPbeganTax FreeNo taxes arepaid on yourcontributionsRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planIA’sSuccessis yoursuccess!LoyaltyBuildsESOPvalue!BeneficiaryNameis made inthe MENKEportalBelief in OurPeopleis core to theESOPprogramESOPEmployeeStockOwnershipPlanInnovationFuelsESOPvalue!AutomaticallyEnrolledNo enrollmentactionneededEligible after1,000 hoursin a calendaryearYOU!Contributeto buildingwealthClientSatisfactionGrowsESOPvalue!No Costs /Contributionswith theESOPprogramAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%PreviousYear’s Balanceis shown onyour statementOctober isESOPAwarenessMonthMENKEIA’s firmadmin. Hasyour accountinfoProfitabilityBoostsESOPvalue!Year 6When youare fully100% vestedLate October/EarlyNovemberis whenstatements areposted on MENKE

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