ELIGIBILITY
DISTRIBUTION
HISTORY
ESOP FACTS
POTPOURI
100

This the age at which you qualify for ESOP benefits...

What is 21?

100
Any of these four events allow for distribution...
What is termination, disability, death, or retirement?
100
The year in which the Employee Retirement Income Security Act (ESOP law) was put into place...
What is 1974?
100
This is what the letters ESOP stand for...
What is Employee Stock Ownership Plan?
100

Who can make a differnece in the value of our company stock?

Who is EVERYONE?

200
This is the number of uninterrupted years of service you provide to become fully vested...
What is 5?
200

This is when your ESOP value is considered income and is taxed...

What is after distribution?

200

This is who regulates ESOPs in the U.S...

Who is the IRS and Department of Labor?

200
That is how often our company is valued...
What is annually?
200
This is what affects the value of our company...
What is financial condition, history of enterprise, economic outlook of industry, nature of business, market value of similar companies?
300
This is the amount of money you pay out of pocket annually to ESOP...
What is 0? (zero)
300
The number of ESOP's currently in place in the U.S...
What is 10,000?
300

The third party administrator that GBI has selected?

Who is BlueRidge?

400
The number of hours of service you provide each year to qualify for ESOP benefits that year...
What is 1000 hours?
400

Even in the worst economy since the great depression, this is the percentage of ESOP companies had a better performance...

What is 67.6%?

500
Total Estimated Assets of ESOP companies in the U.S...
What is $860 billion?
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