401k Plan data: HH GLOBAL USA RETIREMENT PLAN plan

HH GLOBAL USA RETIREMENT PLAN 401k Plan overview

Plan Name	HH GLOBAL USA RETIREMENT PLAN
Plan identification number	001

HH GLOBAL USA RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HH ASSOCIATES US, INC. has sponsored the creation of one or more 401k plans.

Company Name: HH ASSOCIATES US, INC.

Employer identification number (EIN): 980532401

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HH GLOBAL USA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01 MICHAEL PEREZ 2020-09-13 MICHAEL PEREZ 2020-09-13
001 2018-01-01
001 2017-01-01 MICHAEL PEREZ
001 2016-01-01 MICHAEL PEREZ
001 2015-01-01 MICHAEL PEREZ 2016-09-07 MICHAEL PEREZ 2016-09-07
001 2014-01-01 ERICA BERMAN 2015-07-14
001 2013-01-01 MICHAEL PEREZ 2014-07-25 MICHAEL PEREZ 2014-07-25
001 2012-08-01 MARISSA BARONE-SMITH 2013-07-10 MARISSA BARONE-SMITH 2013-07-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01	MICHAEL PEREZ	2020-09-13	MICHAEL PEREZ	2020-09-13
001	2018-01-01
001	2017-01-01	MICHAEL PEREZ
001	2016-01-01	MICHAEL PEREZ
001	2015-01-01	MICHAEL PEREZ	2016-09-07	MICHAEL PEREZ	2016-09-07
001	2014-01-01	ERICA BERMAN	2015-07-14
001	2013-01-01	MICHAEL PEREZ	2014-07-25	MICHAEL PEREZ	2014-07-25
001	2012-08-01	MARISSA BARONE-SMITH	2013-07-10	MARISSA BARONE-SMITH	2013-07-10

Plan Statistics for HH GLOBAL USA RETIREMENT PLAN

401k plan membership statisitcs for HH GLOBAL USA RETIREMENT PLAN

Measure Date Value
2021: HH GLOBAL USA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 270
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HH GLOBAL USA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 244
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 26
Total of all active and inactive participants 2020-01-01 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 270
Number of participants with account balances 2020-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: HH GLOBAL USA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 207
Number of other retired or separated participants entitled to future benefits 2019-01-01 29
Total of all active and inactive participants 2019-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 236
Number of participants with account balances 2019-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: HH GLOBAL USA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 167
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 23
Total of all active and inactive participants 2018-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 190
Number of participants with account balances 2018-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2017: HH GLOBAL USA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 165
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 21
Total of all active and inactive participants 2017-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 186
Number of participants with account balances 2017-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: HH GLOBAL USA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 149
Number of other retired or separated participants entitled to future benefits 2016-01-01 18
Total of all active and inactive participants 2016-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 167
Number of participants with account balances 2016-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7

Measure	Date	Value
2021: HH GLOBAL USA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	270
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HH GLOBAL USA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	244
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	26
Total of all active and inactive participants	2020-01-01	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	270
Number of participants with account balances	2020-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: HH GLOBAL USA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	207
Number of other retired or separated participants entitled to future benefits	2019-01-01	29
Total of all active and inactive participants	2019-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	236
Number of participants with account balances	2019-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: HH GLOBAL USA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	167
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	23
Total of all active and inactive participants	2018-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	190
Number of participants with account balances	2018-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2017: HH GLOBAL USA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	165
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	21
Total of all active and inactive participants	2017-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	186
Number of participants with account balances	2017-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: HH GLOBAL USA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	149
Number of other retired or separated participants entitled to future benefits	2016-01-01	18
Total of all active and inactive participants	2016-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	167
Number of participants with account balances	2016-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7

Financial Data on HH GLOBAL USA RETIREMENT PLAN

Measure	Date	Value
2021 : HH GLOBAL USA RETIREMENT PLAN 2021 401k financial data
Total transfer of assets from this plan	2021-01-29	$5,675,281
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-29	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-29	$1,961
Total income from all sources (including contributions)	2021-01-29	$-30,260
Total of all expenses incurred	2021-01-29	$3,443
Value of total assets at end of year	2021-01-29	$0
Value of total assets at beginning of year	2021-01-29	$5,710,945
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-01-29	$3,443
Total interest from all sources	2021-01-29	$389
Total dividends received (eg from common stock, registered investment company shares)	2021-01-29	$623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-01-29	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-01-29	$5,463,555
Total dividends received from registered investment company shares (eg mutual funds)	2021-01-29	$623
Was this plan covered by a fidelity bond	2021-01-29	Yes
Value of fidelity bond cover	2021-01-29	$372,540
If this is an individual account plan, was there a blackout period	2021-01-29	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-01-29	$0
Were there any nonexempt tranactions with any party-in-interest	2021-01-29	No
Participant contributions at end of year	2021-01-29	$0
Participant contributions at beginning of year	2021-01-29	$98,481
Administrative expenses (other) incurred	2021-01-29	$1,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-01-29	No
Value of net income/loss	2021-01-29	$-33,703
Value of net assets at end of year (total assets less liabilities)	2021-01-29	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-01-29	$5,708,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-01-29	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-01-29	No
Were any leases to which the plan was party in default or uncollectible	2021-01-29	No
Investment advisory and management fees	2021-01-29	$1,800
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-01-29	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-01-29	$5,242,547
Interest on participant loans	2021-01-29	$389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-01-29	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-01-29	$156,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-01-29	$-31,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-01-29	No
Was there a failure to transmit to the plan any participant contributions	2021-01-29	No
Has the plan failed to provide any benefit when due under the plan	2021-01-29	No
Employer contributions (assets) at end of year	2021-01-29	$0
Employer contributions (assets) at beginning of year	2021-01-29	$213,690
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-01-29	Yes
Liabilities. Value of benefit claims payable at end of year	2021-01-29	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-01-29	$1,961
Did the plan have assets held for investment	2021-01-29	No
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	2021-01-29	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-01-29	Yes
Opinion of an independent qualified public accountant for this plan	2021-01-29	Disclaimer
Accountancy firm name	2021-01-29	LIPSCHULTZ, LEVIN & GRAY, LLC
Accountancy firm EIN	2021-01-29	362260623
2020 : HH GLOBAL USA RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,961
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$35,035
Total income from all sources (including contributions)	2020-12-31	$2,546,626
Total of all expenses incurred	2020-12-31	$240,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$211,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,745,014
Value of total assets at end of year	2020-12-31	$5,710,945
Value of total assets at beginning of year	2020-12-31	$3,438,192
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$28,912
Total interest from all sources	2020-12-31	$2,861
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$70,481
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	$70,481
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$372,540
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
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	$1,428,001
Participant contributions at end of year	2020-12-31	$98,481
Participant contributions at beginning of year	2020-12-31	$21,492
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$98,132
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$103,323
Administrative expenses (other) incurred	2020-12-31	$14,073
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	$2,305,827
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,708,984
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,403,157
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
Investment advisory and management fees	2020-12-31	$14,839
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,242,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,105
Interest on participant loans	2020-12-31	$2,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$3,137,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$3,137,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$156,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$728,270
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	$213,690
Employer contributions (assets) at end of year	2020-12-31	$213,690
Employer contributions (assets) at beginning of year	2020-12-31	$164,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$211,887
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$1,961
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$35,035
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	LIPSCHULTZ, LEVIN & GRAY, LLC
Accountancy firm EIN	2020-12-31	362260623
2019 : HH GLOBAL USA RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$35,035
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	$1,654,233
Total loss/gain on sale of assets	2019-12-31	$417,642
Total of all expenses incurred	2019-12-31	$333,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$314,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,157,892
Value of total assets at end of year	2019-12-31	$3,438,192
Value of total assets at beginning of year	2019-12-31	$2,082,708
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$19,693
Total interest from all sources	2019-12-31	$651
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$78,048
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	$78,048
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$96,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$898,142
Participant contributions at end of year	2019-12-31	$21,492
Participant contributions at beginning of year	2019-12-31	$47,397
Participant contributions at end of year	2019-12-31	$98,132
Participant contributions at beginning of year	2019-12-31	$540
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$95,548
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	$1,320,449
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,403,157
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,082,708
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
Investment advisory and management fees	2019-12-31	$19,693
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,902,293
Interest on participant loans	2019-12-31	$651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$3,137,261
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$19,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$19,167
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	Yes
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	$164,202
Employer contributions (assets) at end of year	2019-12-31	$164,202
Employer contributions (assets) at beginning of year	2019-12-31	$113,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$314,091
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$35,035
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
Aggregate proceeds on sale of assets	2019-12-31	$417,642
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	LIPSCHULTZ, LEVIN & GRAY, L.L.C.
Accountancy firm EIN	2019-12-31	362260623
2018 : HH GLOBAL USA RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	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	$750,286
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$359,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$346,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$848,624
Value of total assets at end of year	2018-12-31	$2,082,708
Value of total assets at beginning of year	2018-12-31	$1,691,925
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$13,347
Total interest from all sources	2018-12-31	$702
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$73,156
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	$73,156
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$96,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$616,497
Participant contributions at end of year	2018-12-31	$47,397
Participant contributions at end of year	2018-12-31	$540
Participant contributions at beginning of year	2018-12-31	$400
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$118,816
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	$390,783
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,082,708
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,691,925
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
Investment advisory and management fees	2018-12-31	$13,347
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,902,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,632,006
Interest on participant loans	2018-12-31	$702
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$19,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$14,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$14,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-172,196
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	$113,311
Employer contributions (assets) at end of year	2018-12-31	$113,311
Employer contributions (assets) at beginning of year	2018-12-31	$45,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$346,156
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	LIPSCHULTZ, LEVIN & GRAY, L.L.C.
Accountancy firm EIN	2018-12-31	362260623
2017 : HH GLOBAL USA RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	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	$872,875
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$137,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$127,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$679,148
Value of total assets at end of year	2017-12-31	$1,691,925
Value of total assets at beginning of year	2017-12-31	$956,578
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,430
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$37,206
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	$37,206
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$96,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$519,940
Participant contributions at end of year	2017-12-31	$400
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$113,965
Other income not declared elsewhere	2017-12-31	$439
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	$735,347
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,691,925
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$956,578
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
Investment advisory and management fees	2017-12-31	$10,430
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,632,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$903,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$14,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$9,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$9,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$156,082
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	$45,243
Employer contributions (assets) at end of year	2017-12-31	$45,243
Employer contributions (assets) at beginning of year	2017-12-31	$44,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$127,098
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	LIPSCHULTZ, LEVIN & GRAY, L.L.C.
Accountancy firm EIN	2017-12-31	362260623
2016 : HH GLOBAL USA RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$510,551
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$219,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$214,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$461,316
Value of total assets at end of year	2016-12-31	$956,578
Value of total assets at beginning of year	2016-12-31	$665,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,705
Total interest from all sources	2016-12-31	$480
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$16,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$16,265
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$65,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$393,660
Participant contributions at beginning of year	2016-12-31	$51,141
Participant contributions at beginning of year	2016-12-31	$26,555
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$23,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$290,779
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$956,578
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$665,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$5,705
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$903,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$569,991
Interest on participant loans	2016-12-31	$480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$9,183
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$32,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$44,333
Employer contributions (assets) at end of year	2016-12-31	$44,333
Employer contributions (assets) at beginning of year	2016-12-31	$16,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$214,067
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	LIPSCHULTZ, LEVIN & GRAY, L.L.C.
Accountancy firm EIN	2016-12-31	362260623

Form 5500 Responses for HH GLOBAL USA RETIREMENT PLAN

2021: HH GLOBAL USA RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HH GLOBAL USA RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HH GLOBAL USA RETIREMENT 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: HH GLOBAL USA RETIREMENT 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: HH GLOBAL USA RETIREMENT 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
2016: HH GLOBAL USA RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513526

Policy instance

Insurance contract or identification number	513526
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-01-29
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513526

Policy instance

Insurance contract or identification number	513526
Number of Individuals Covered	171
Insurance policy start date	2020-01-14
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

HH GLOBAL US 401(K) SAVINGS PLAN [EIN = 205997364]

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Company Name:	HH ASSOCIATES US, INC.
Employer identification number (EIN):	980532401
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services