Type
Word Search
Description

This word search contains the following answers:

Allocation
Distribution
Diversification
Fiduciary
Money
Ownership
Stock
Trustee
Valuation
Vesting

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ESOP Crossword Puzzle

Type
Crossword
Description

This crossword contains the following questions and answers:

Learning never stops. Education
Collabration of team members to reach our goals. Teamwork
Manager of ESOP assets on behalf of the shareholders. Trustee
Providing our customers the best products and service. Quality
Spreading investments to other accounts and to other investments. Diversification
Distributing company contributions and other assets amoung the plan participants. Allocation
401k, ROTH, ESOP are all ________ accounts. Retirement
The act of determining the value of company stock. Valuation
What is the abbreviation for Employee Stock Ownership Plan ESOP
The Employee Retirement Income Security Act of 1974 is a federal law that sets the minimum standards for retirement and health benefits. What is its acronym? ERISA

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ESOP Word Search

Type
Word Search
Description

This word search contains the following answers:

GIVING BACK
FOUNDATION
WEALTH
MONEY
CELEBRATION
TRUSTEE
AMAZING
BENEFICIARY
BENEFIT
COMMUNICATION
CULTURE
CURAMIN
DISTRIBUTION
EDUCATION
ELIGIBILITY
ESOP
EUROPHARMA
INVESTMENT
OCTOBER
OPPORTUNITY
OWNERSHIP
PARTICIPANT
PASSION
PERFORMANCE
PRIDE
RETIREMENT
SHARES
STATEMENT
STEWARDS
TEAMWORK
TERRY NATURALLY
TOGETHER
TRUST
VALUATION
VESTING

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ESOP Word Scramble - 2018

Type
Word Scramble
Description

this word scramble contains the following answers:

Equity
Net Income
Contributions
Distributions
Diversification
Eligibility
Trustee
Vesting
Compensation
Cliff Vesting
ERISA
Participant
Qualified Retirement Plan
Shareholder
Suspense Account
Third Party Administrator
valuation
year of service
fiduciary
cash

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Know Your ESOP Crossword

Type
Crossword
Description

This crossword contains the following questions and answers:

Employee stock ownership plan esop
money contributed to the esop by the company contributions
Payment of ESOP account balance upon normal retirement date is made in installments over a 5 year period. distributions
you have earned the right to a portion if the full amount of your ESOP account upon termination of employment. You are 100% --------------- in your account when you have completed 6 years of service upon death, disability or retirement. vesting
Employees who are age 18 and completed a qualifying year of service automatically become a ---------------------------in the ESOP. participant
If your employment terminates for reasons other than retirement, disability or death, the portion of your ESOP account that is not vested is forfeited and reallocated to participants remaining in the plan. forfeitures
since EDM stock is not publically traded,the stock must be valued annually by a professional, outside appraiser. This appraiser determines EDM share price for the year which is used to value company stock on the employee's annual statement. valuation
co-owners acting together teamwork
employee retirement income security act erisa
financial gain, earnings profit
share in the ownership of EDM stock
meeting the requirment to be a co-owner eligibility
an advantage in addition to your salary benefit
company stock or cash distributed among co-owners allocations

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ESOP Crossword

Type
Crossword
Description

This crossword contains the following questions and answers:

The last word in ESOP plan
A ratio that determines "how much it costs to earn a $1" efficiency
Income minus expenses equal Net income
Employees earn an increasing right to their shares each year though ________ vesting
___________ on the balance sheet are what CFB owes Liabilities
There are approximately 10,000 ESOP's in the _________ ___________ United States
The process of determining CFB's fair market value valuation
Employees must be what age to enter the ESOP twenty one
Shares are released for distribution into an employee's account when what is made loan payment
CFB's ESOP is a ______________ retirement plan qualified
How many shares did CFB purchase for the ESOP three hundred
Each of us can impact CFB's performance by reducing ___________ expenses
The two months in which employees can enter the ESOP are January and _______ July
Typically, _________ shares are released each year for distribution into employee's accounts twenty
How many hours must an employee work to be eligible to participate in the ESOP one thousand
CFB is what type of corporation? S corp
Represented on balance sheet as what CFB owns assets
Allocation of shares to your individual account is based on eligible employee _____________ compensation
Employees become 100% vested in their ESOP after how many years in the plan six
The ESOP purchased 14.3% of the bank's ____________ in December 2014 shares
Bank uses these to fund loans deposits
A document that reflects the amount of stock you have statement

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ESOP Word Search

Type
Word Search
Description

This word search contains the following answers:

Plumbing
Electrical
Mechanical
Trello
Scrum
agile
Navigation
Ideas
Leadership
Chris Larson
Communications Committee
Dialectic
Employee Owner
ESOP
Fiduciary
Future is bright
Greg Trees
Larson Binkley Inc
Love your job
Michael Combest
Own it
pride of ownership
profitability
Retirement
share value
Shareholder
Teamwork
Trust
Vested
Years of Service

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ESOP Bingo

Type
Bingo Cards
Description

These bingo cards contain the following answers:

trust
tax-deferred
1,000
February
40
5
diversification
greater
cash
60
December
IRA
July
100
plan
fiduciaries
beneficiary
principal
March
5,000
trustee
contributions
20
owned

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ESOP WORD SCRAMBLE #1

Type
Word Scramble
Description

this word scramble contains the following answers:

CONTRIBUTIONS
PAYMENT
ELIGIBILITY
TRUSTEE
BENEFITS
INVESTMENTS
SHARES
STOCK
VESTED
PARTICIPANT
ALLOCATIONS
COMPANY STOCK
RETIREMENT
VALUE
EMPLOYER
ACQUISITION
ADMINISTRATION
DISTRIBUTIONS

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ESOP Word Scramble - 2018 Crossword

Type
Crossword
Description

This crossword contains the following questions and answers:

KI's current ESOP Trustee DUANETOLANDER
Shares are allocated based on? Compensation
Number of years it takes to vest five
Determines share value each year TPA
If employee is vested and leaves the company, value of shares are invested in mutualfunds
One of the four factors which determines share price debtrepayment
KI's ESOP Attorney steiker
Red vesting ribbon represents passion
If you leave KI before you are vested, you ___your shares of stock lose
You will begin to receive your vested ESOP benefits after you leave
Kindermusik's founder Pratt
An ESOP is a ____ funded retirement plan. company
An individual portion of the ESOP, allocated to your account share
The worth of something value
The ____ has the ultimate responsibility for the ESOP Trustee
Most important people in the company employees
Celebration of years of service to your company anniversary
"Build a streamlined, focused and _____ business" sustainable
The last word in ESOP plan
The atmosphere of a company culture
By putting money into the ESOP, the company is making a ________ contribution
Employees must be give the opportunity to _____at age 55 and 10 years in plan diversify

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investing Word Search

Type
Word Search
Description

This word search contains the following answers:

annuity
bear market
bond
bull market
capital gain
capital loss
codicil
common stock
diversification
dividend
dollar-cost averaging
estate
executor
investing
investment portfolio
living will
money market fund
mutual fund
net asset value (NAV)
preferred stock
probate
prospectus
proxy
rollover
Roth IRA
securities exchange
stock
stockbroker
traditional IRA
trust
trustee
will

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