401k Plan data: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN plan

ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 401k Plan overview

Plan Name	ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN
Plan identification number	001

ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ULMA FORM WORKS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ULMA FORM WORKS, INC.

Employer identification number (EIN): 223617107

NAIC Classification: 532400
NAIC Description: Commercial and Industrial Machinery and Equipment Rental and Leasing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JACQUELINE GOINS
001 2017-01-01
001 2016-01-01 JACKIE GOINS 2017-07-14
001 2015-01-01 JACKIE GOINS 2016-10-17
001 2014-01-01 JACQUELINE GOINS 2015-10-14
001 2013-01-01 MARY RAICHELSON 2014-01-31
001 2012-01-01 MARY RAICHELSON 2013-06-18
001 2011-01-01 MARY RAICHELSON 2012-04-27
001 2010-01-01 MARY RAICHELSON 2011-05-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JACQUELINE GOINS
001	2017-01-01
001	2016-01-01	JACKIE GOINS	2017-07-14
001	2015-01-01	JACKIE GOINS	2016-10-17
001	2014-01-01	JACQUELINE GOINS	2015-10-14
001	2013-01-01	MARY RAICHELSON	2014-01-31
001	2012-01-01	MARY RAICHELSON	2013-06-18
001	2011-01-01	MARY RAICHELSON	2012-04-27
001	2010-01-01	MARY RAICHELSON	2011-05-10

Plan Statistics for ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN

401k plan membership statisitcs for ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN

Measure Date Value
2023: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 129
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 64
Total of all active and inactive participants 2023-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 194
Number of participants with account balances 2023-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 7
2022: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 115
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 62
Total of all active and inactive participants 2022-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 178
Number of participants with account balances 2022-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 13
2021: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 134
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 53
Total of all active and inactive participants 2021-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 188
Number of participants with account balances 2021-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 13
2020: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 154
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 46
Total of all active and inactive participants 2020-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 201
Number of participants with account balances 2020-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 151
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 38
Total of all active and inactive participants 2019-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 190
Number of participants with account balances 2019-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 179
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 36
Total of all active and inactive participants 2018-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 215
Number of participants with account balances 2018-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 88
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 31
Total of all active and inactive participants 2017-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 119
Number of participants with account balances 2017-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4

Measure	Date	Value
2023: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	129
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	64
Total of all active and inactive participants	2023-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	194
Number of participants with account balances	2023-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	7
2022: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	115
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	62
Total of all active and inactive participants	2022-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	178
Number of participants with account balances	2022-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	13
2021: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	134
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	53
Total of all active and inactive participants	2021-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	188
Number of participants with account balances	2021-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	13
2020: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	154
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	46
Total of all active and inactive participants	2020-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	201
Number of participants with account balances	2020-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	151
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	38
Total of all active and inactive participants	2019-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	190
Number of participants with account balances	2019-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	179
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	36
Total of all active and inactive participants	2018-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	215
Number of participants with account balances	2018-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	88
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	31
Total of all active and inactive participants	2017-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	119
Number of participants with account balances	2017-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4

Financial Data on ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN

Measure	Date	Value
2023 : ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$1,685,695
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$567,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$543,611
Expenses. Certain deemed distributions of participant loans	2023-12-31	$672
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$801,752
Value of total assets at end of year	2023-12-31	$5,914,664
Value of total assets at beginning of year	2023-12-31	$4,796,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$22,900
Total interest from all sources	2023-12-31	$12,172
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$147,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$147,288
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$480,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$573,287
Participant contributions at end of year	2023-12-31	$165,920
Participant contributions at beginning of year	2023-12-31	$181,170
Participant contributions at end of year	2023-12-31	$8,410
Participant contributions at beginning of year	2023-12-31	$8,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,118,512
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$5,914,664
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$4,796,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$20,295
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$5,736,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$4,602,741
Interest on participant loans	2023-12-31	$12,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$724,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$228,465
Employer contributions (assets) at end of year	2023-12-31	$3,603
Employer contributions (assets) at beginning of year	2023-12-31	$3,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$543,611
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BDG-CPAS
Accountancy firm EIN	2023-12-31	222625944
2022 : ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-394,505
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$668,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$643,562
Expenses. Certain deemed distributions of participant loans	2022-12-31	$1,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$549,450
Value of total assets at end of year	2022-12-31	$4,796,152
Value of total assets at beginning of year	2022-12-31	$5,859,570
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$23,777
Total interest from all sources	2022-12-31	$8,883
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$131,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$131,429
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$415,312
Participant contributions at end of year	2022-12-31	$181,170
Participant contributions at beginning of year	2022-12-31	$127,653
Participant contributions at end of year	2022-12-31	$8,703
Administrative expenses (other) incurred	2022-12-31	$23,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,063,418
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,796,152
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,859,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,602,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,731,917
Interest on participant loans	2022-12-31	$8,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,084,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$134,138
Employer contributions (assets) at end of year	2022-12-31	$3,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$643,562
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BDG-CPAS
Accountancy firm EIN	2022-12-31	222625944
2021 : ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,070,230
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$241,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$219,334
Expenses. Certain deemed distributions of participant loans	2021-12-31	$544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$433,382
Value of total assets at end of year	2021-12-31	$5,859,570
Value of total assets at beginning of year	2021-12-31	$5,031,113
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$21,895
Total interest from all sources	2021-12-31	$9,252
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$576,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$576,908
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$352,816
Participant contributions at end of year	2021-12-31	$127,653
Participant contributions at beginning of year	2021-12-31	$137,526
Participant contributions at beginning of year	2021-12-31	$8,912
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$21,403
Other income not declared elsewhere	2021-12-31	$38
Administrative expenses (other) incurred	2021-12-31	$21,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$828,457
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,859,570
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,031,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,731,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,883,393
Interest on participant loans	2021-12-31	$9,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$50,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$59,163
Employer contributions (assets) at beginning of year	2021-12-31	$1,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$219,334
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BDG-CPAS
Accountancy firm EIN	2021-12-31	222625944
2020 : ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,127,698
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$643,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$578,915
Expenses. Certain deemed distributions of participant loans	2020-12-31	$36,854
Value of total corrective distributions	2020-12-31	$8,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$477,132
Value of total assets at end of year	2020-12-31	$5,031,113
Value of total assets at beginning of year	2020-12-31	$4,546,568
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$19,201
Total interest from all sources	2020-12-31	$11,931
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$123,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$123,579
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$455,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$339,054
Participant contributions at end of year	2020-12-31	$137,526
Participant contributions at beginning of year	2020-12-31	$180,659
Participant contributions at end of year	2020-12-31	$8,912
Participant contributions at beginning of year	2020-12-31	$3,663
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$86,047
Other income not declared elsewhere	2020-12-31	$8
Administrative expenses (other) incurred	2020-12-31	$19,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$484,545
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,031,113
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,546,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,883,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,361,620
Interest on participant loans	2020-12-31	$11,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$515,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$52,031
Employer contributions (assets) at end of year	2020-12-31	$1,282
Employer contributions (assets) at beginning of year	2020-12-31	$626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$578,915
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BDG-CPAS
Accountancy firm EIN	2020-12-31	222625944
2019 : ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,437,073
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$386,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$328,543
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,159
Value of total corrective distributions	2019-12-31	$44,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$699,220
Value of total assets at end of year	2019-12-31	$4,546,568
Value of total assets at beginning of year	2019-12-31	$3,496,024
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$12,420
Total interest from all sources	2019-12-31	$9,480
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$98,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$98,179
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$350,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$376,614
Participant contributions at end of year	2019-12-31	$180,659
Participant contributions at beginning of year	2019-12-31	$151,748
Participant contributions at end of year	2019-12-31	$3,663
Participant contributions at beginning of year	2019-12-31	$1,357
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$270,052
Administrative expenses (other) incurred	2019-12-31	$12,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,050,544
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,546,568
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,496,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,361,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,648,769
Interest on participant loans	2019-12-31	$9,438
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,684,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$9,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$9,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$42
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$460,833
Net investment gain or loss from common/collective trusts	2019-12-31	$169,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$52,554
Employer contributions (assets) at end of year	2019-12-31	$626
Employer contributions (assets) at beginning of year	2019-12-31	$246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$328,543
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDG-CPAS
Accountancy firm EIN	2019-12-31	222625944
2018 : ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$155,960
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$396,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$379,491
Expenses. Certain deemed distributions of participant loans	2018-12-31	$2,803
Value of total corrective distributions	2018-12-31	$3,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$413,086
Value of total assets at end of year	2018-12-31	$3,496,024
Value of total assets at beginning of year	2018-12-31	$3,736,241
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$9,984
Total interest from all sources	2018-12-31	$9,588
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$94,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$94,446
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$374,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$361,052
Participant contributions at end of year	2018-12-31	$151,748
Participant contributions at beginning of year	2018-12-31	$188,213
Participant contributions at end of year	2018-12-31	$1,357
Participant contributions at beginning of year	2018-12-31	$652
Administrative expenses (other) incurred	2018-12-31	$9,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-240,217
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,496,024
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,736,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,648,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,577,184
Interest on participant loans	2018-12-31	$9,472
Value of interest in common/collective trusts at end of year	2018-12-31	$1,684,077
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,960,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$9,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$10,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$10,020
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$116
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-238,331
Net investment gain or loss from common/collective trusts	2018-12-31	$-122,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$52,034
Employer contributions (assets) at end of year	2018-12-31	$246
Employer contributions (assets) at beginning of year	2018-12-31	$138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$379,491
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	TOM CANNONE
Accountancy firm EIN	2018-12-31	222625944
2017 : ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$863,313
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$365,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$356,549
Expenses. Certain deemed distributions of participant loans	2017-12-31	$215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$333,241
Value of total assets at end of year	2017-12-31	$3,735,451
Value of total assets at beginning of year	2017-12-31	$3,237,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,640
Total interest from all sources	2017-12-31	$8,054
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$60,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$60,368
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$324,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$297,898
Participant contributions at end of year	2017-12-31	$188,213
Participant contributions at beginning of year	2017-12-31	$167,647
Participant contributions at end of year	2017-12-31	$652
Administrative expenses (other) incurred	2017-12-31	$8,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$497,909
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,735,451
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,237,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,577,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,387,813
Interest on participant loans	2017-12-31	$8,034
Value of interest in common/collective trusts at end of year	2017-12-31	$1,960,034
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,673,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$10,020
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$8,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$8,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$192,287
Net investment gain or loss from common/collective trusts	2017-12-31	$269,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$35,343
Employer contributions (assets) at end of year	2017-12-31	$138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$356,549
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BDG- CPAS
Accountancy firm EIN	2017-12-31	222625944

Form 5500 Responses for ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN

2023: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ULMA FORM WORKS, INC. SAFE HARBOR 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ULMA FORM WORKS, INC.
Employer identification number (EIN):	223617107
NAIC Classification:	532400
NAIC Description:	Commercial and Industrial Machinery and Equipment Rental and Leasing