(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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Shares are earned, not purchased
You can't borrow from ESOP
October is
ESOP Awareness Month
You fully vest after 6 yrs in the plan
YOU!
Contribute to building wealth
Loyalty
Builds ESOP value!
Profitability
Boosts ESOP value!
Belief in Our People
is core to the ESOP program
The new share price is
$357.20
Prior Year’s Balance
is on your statement
Balance > $5,000 vested, 5 installments
Increase IA Revenue to Increase Share Price
Avg 15.2% Annual Growth
since Inception
ESOP
Employee Stock Ownership Plan
You are auto enrolled in the plan
You are paid out over a 5-year period
You must be employed on 12/31 to get contributions
Client Satisfaction
Grows ESOP
value!
ESOP is held in a Trust
Menke portal updates 1 time a year
Eligible after 1,000 hours
in a year
You are 20% vested after 2 yrs in the plan
Certificates are on the Menke portal
The ESOP is a Retirement Plan
At term, non-vested shares go back to the plan
The
ESOP is Free to you
Share price is driven by Performance & Potential
Year of Service = 1000 hrs & active on 12/31
Name a Beneficiary
in the MENKE portal
Independent Appraiser
sets the Share Price
Allocations based on annual pay (W2 pay)
Share price grows, so does your account
After 4 yrs you are 60% vested
ESOP is 100% funded by IA
MENKE
is our plan admin
Innovation
Fuels ESOP value!
IA’s success
is your success!
Shares available are "allocated" to participants
Vesting is the % you own
You can take 25% after age 55 and 10 yrs in plan
1st payment for Retirees is year after Retirement
No action needed to enroll
ESOP funds can be rolled over into 401k or IRA plan