(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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ESOP
Employee Stock Ownership Plan
Innovation
Fuels ESOP value!
The
ESOP is Free to you
You can take 25% after age 55 and 10 yrs in plan
Menke portal updates 1 time a year
You can't borrow from ESOP
Profitability
Boosts ESOP value!
Name a Beneficiary
in the MENKE portal
IA's
ESOP began in 2012
You are 20% vested after 2 yrs in the plan
Client Satisfaction
Grows ESOP
value!
You are paid out over a 5-year period
1st payment for Retirees is year after Retirement
ESOP is 100% funded by IA
Shares available are "allocated" to participants
Loyalty
Builds ESOP value!
Prior Year’s Balance
is on your statement
ESOP is held in a Trust
At term, non-vested shares go back to the plan
Increase IA Revenue to Increase Share Price
Balance > $5,000 vested, 5 installments
Allocations based on annual pay (W2 pay)
You are auto enrolled in the plan
Share price is driven by Performance & Potential
Shares are earned, not purchased
Certificates are on the Menke portal
Year of Service = 1000 hrs & active on 12/31
After 4 yrs you are 60% vested
Independent Appraiser
sets the Share Price
ESOP funds can be rolled over into 401k or IRA plan
The new share price is
$357.20
Eligible after 1,000 hours
in a year
No action needed to enroll
Belief in Our People
is core to the ESOP program
MENKE
is our plan admin
Avg 15.2% Annual Growth
since Inception
Vesting is the % you own
IA’s success
is your success!
YOU!
Contribute to building wealth
October is
ESOP Awareness Month
You must be employed on 12/31 to get contributions
