ESOPtober Matching Quiz Worksheet

Fractional ownership of a company.
What the auditors think your shares are worth.
Determines how much of your ESOP you own outright, based on your years of service.
Contains your Personal Balance Sheet, Sample ESOP Certificate (with definitions), and your ESOP Certificate (if applicable)
The number of shares and cash allocated to your account that were given up by former associates who were not 100% vested upon leaving SRC.
Shares bought or sold from other ESOP participants when they recieve their distributions.
The amount of stock and cash distributed from your account when you leave the company or elect to diversify your ESOP account ballance.
The change of the stock value and the interset earned on the cash for all shares and cash in the account.
The month when ESOP Certificates are distributed.
Month of the Annual Shareholder Meeting