ELIGIBILITY
DISTRIBUTION
HISTORY
CLUNE 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
These three things are listed under the ESOP tab on the employee website...
What is summary plan description, distribution form, and submit a question?
200
This is the number of uninterrupted years of service you provide to become fully vested...
What is 5?
200
The age and number of years of participation when you are given the option to diversify...
What is 55 and 10 years of participation?
200
This is who regulates ESOP's 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
The full meaning of SDS...
What is Shrinking Diamond Syndrome?
300
This is the amount of money you pay out of pocket annually to ESOP...
What is 0? (zero)
300

This is how the company converts yours stock shares to cash...

What is re-purchase obligation?

300
The number of ESOP's currently in place in the U.S...
What is 10,000?
300
The Trustee who acts in exclusive interest of the trust beneficiaries...
Who is Kevin Kolb?
300
This of the number of members the speculated to be on the Board of Directors...
What is 4?
400
The number of hours of service you provide each year to qualify for ESOP benefits that year...
What is 1000 hours?
400
The employee can exercise the & require company to re-purchase shares at current fair market value...
What is put-option?
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%?
400
This is who can make a difference in the value of our company stock...
Who is everyone?
400
This is one of the 3 accolades Kesslers has received in 2012 as listed on the website...
What is Wisconsin Bride Magazine best of 2012, Ernst & Young Entrepreneur of the Year Finalist 2012, or Milwaukee Journal Best Places to Work 2012?
500
This is the time frame in which the company hopes to be 100% employee owned...
What is 5 years?
500
This is when your ESOP value is considered income and is taxed...
What is after distribution?
500
Total Estimated Assets of ESOP companies in the U.S...
What is $860 billion?
500
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?
500

This is the number of categories on the "Wheel of Sparkle"

What is 8?

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