401k Plan data: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN plan

H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan Name	H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN
Plan identification number	001

H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

H & H PARTNERSHIP, INC. has sponsored the creation of one or more 401k plans.

Company Name: H & H PARTNERSHIP, INC.

Employer identification number (EIN): 204185373

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ALLAN HELBERG
001 2016-01-01 ALLAN HELBERG
001 2015-01-01 ALLAN HELBERG
001 2014-01-01 JANE WYNN-HELBERG
001 2013-01-01 JANE WYNN-HELBERG
001 2012-01-01 ALLAN HELBERG

Plan Statistics for H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN

Measure Date Value
2022: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 10
Total of all active and inactive participants 2022-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 12
Number of participants with account balances 2022-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 62
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 11
Total of all active and inactive participants 2021-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 13
Number of participants with account balances 2021-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 55
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 62
Number of participants with account balances 2020-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 51
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 54
Number of participants with account balances 2019-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 42
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 45
Number of participants with account balances 2018-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 44
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 0
Total of all active and inactive participants 2017-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 44
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 28
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 29
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 22
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 23
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 31
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 31
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 23
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 23
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	10
Total of all active and inactive participants	2022-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	12
Number of participants with account balances	2022-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	62
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	11
Total of all active and inactive participants	2021-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	13
Number of participants with account balances	2021-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	55
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	62
Number of participants with account balances	2020-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	51
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	54
Number of participants with account balances	2019-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	42
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	45
Number of participants with account balances	2018-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	44
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	0
Total of all active and inactive participants	2017-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	44
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	28
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	29
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	22
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	23
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	31
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	31
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	23
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	23
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN

Measure	Date	Value
2022 : H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-488,597
Expenses. Total of all expenses incurred	2022-12-31	$413,808
Benefits paid (including direct rollovers)	2022-12-31	$413,792
Total plan assets at end of year	2022-12-31	$15,038
Total plan assets at beginning of year	2022-12-31	$917,443
Value of fidelity bond covering the plan	2022-12-31	$80,000
Other income received	2022-12-31	$-488,597
Net income (gross income less expenses)	2022-12-31	$-902,405
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$15,038
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$917,443
Assets. Value of employer securities	2022-12-31	$1,078
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$16
2021 : H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$-592,336
Expenses. Total of all expenses incurred	2021-12-31	$415,655
Benefits paid (including direct rollovers)	2021-12-31	$415,602
Total plan assets at end of year	2021-12-31	$917,443
Total plan assets at beginning of year	2021-12-31	$1,925,434
Value of fidelity bond covering the plan	2021-12-31	$80,000
Total contributions received or receivable from participants	2021-12-31	$4,818
Other income received	2021-12-31	$-600,704
Net income (gross income less expenses)	2021-12-31	$-1,007,991
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$917,443
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,925,434
Assets. Value of employer securities	2021-12-31	$884,754
Total contributions received or receivable from employer(s)	2021-12-31	$3,550
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$53
2020 : H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$250
Total income from all sources	2020-12-31	$1,394,602
Expenses. Total of all expenses incurred	2020-12-31	$29,558
Benefits paid (including direct rollovers)	2020-12-31	$29,492
Total plan assets at end of year	2020-12-31	$1,925,434
Total plan assets at beginning of year	2020-12-31	$560,640
Value of fidelity bond covering the plan	2020-12-31	$50,000
Total contributions received or receivable from participants	2020-12-31	$22,791
Other income received	2020-12-31	$1,352,074
Net income (gross income less expenses)	2020-12-31	$1,365,044
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,925,434
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$560,390
Assets. Value of employer securities	2020-12-31	$1,810,000
Total contributions received or receivable from employer(s)	2020-12-31	$19,737
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$66
2019 : H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$250
Total income from all sources	2019-12-31	$66,159
Expenses. Total of all expenses incurred	2019-12-31	$9,385
Benefits paid (including direct rollovers)	2019-12-31	$9,346
Total plan assets at end of year	2019-12-31	$560,640
Total plan assets at beginning of year	2019-12-31	$503,616
Value of fidelity bond covering the plan	2019-12-31	$50,000
Total contributions received or receivable from participants	2019-12-31	$19,886
Other income received	2019-12-31	$29,956
Net income (gross income less expenses)	2019-12-31	$56,774
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$560,390
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$503,616
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$30
Assets. Value of employer securities	2019-12-31	$475,000
Total contributions received or receivable from employer(s)	2019-12-31	$16,317
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$39
2018 : H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$75,212
Expenses. Total of all expenses incurred	2018-12-31	$2,141
Benefits paid (including direct rollovers)	2018-12-31	$2,119
Total plan assets at end of year	2018-12-31	$503,616
Total plan assets at beginning of year	2018-12-31	$430,545
Value of fidelity bond covering the plan	2018-12-31	$40,000
Total contributions received or receivable from participants	2018-12-31	$12,184
Other income received	2018-12-31	$52,352
Net income (gross income less expenses)	2018-12-31	$73,071
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$503,616
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$430,545
Assets. Value of employer securities	2018-12-31	$455,000
Total contributions received or receivable from employer(s)	2018-12-31	$10,676
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$22
2017 : H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$61,580
Expenses. Total of all expenses incurred	2017-12-31	$1,497
Benefits paid (including direct rollovers)	2017-12-31	$1,486
Total plan assets at end of year	2017-12-31	$430,545
Total plan assets at beginning of year	2017-12-31	$370,462
Value of fidelity bond covering the plan	2017-12-31	$40,000
Total contributions received or receivable from participants	2017-12-31	$5,885
Other income received	2017-12-31	$50,795
Net income (gross income less expenses)	2017-12-31	$60,083
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$430,545
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$370,462
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$5,665
Assets. Value of employer securities	2017-12-31	$400,000
Total contributions received or receivable from employer(s)	2017-12-31	$4,900
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$11
2016 : H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$58,412
Expenses. Total of all expenses incurred	2016-12-31	$9
Total plan assets at end of year	2016-12-31	$370,462
Total plan assets at beginning of year	2016-12-31	$312,059
Value of fidelity bond covering the plan	2016-12-31	$30,000
Total contributions received or receivable from participants	2016-12-31	$3,356
Other income received	2016-12-31	$51,939
Net income (gross income less expenses)	2016-12-31	$58,403
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$370,462
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$312,059
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$3,356
Assets. Value of employer securities	2016-12-31	$351,000
Total contributions received or receivable from employer(s)	2016-12-31	$3,117
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9
2015 : H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$25
Total income from all sources	2015-12-31	$51,377
Expenses. Total of all expenses incurred	2015-12-31	$4,472
Benefits paid (including direct rollovers)	2015-12-31	$4,461
Total plan assets at end of year	2015-12-31	$312,059
Total plan assets at beginning of year	2015-12-31	$265,179
Value of fidelity bond covering the plan	2015-12-31	$10,000
Total contributions received or receivable from participants	2015-12-31	$350
Other income received	2015-12-31	$49,577
Net income (gross income less expenses)	2015-12-31	$46,905
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$312,059
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$265,154
Assets. Value of employer securities	2015-12-31	$300,000
Total contributions received or receivable from employer(s)	2015-12-31	$1,450
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$11
2014 : H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$25
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$177,962
Expenses. Total of all expenses incurred	2014-12-31	$23
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$265,179
Total plan assets at beginning of year	2014-12-31	$87,215
Value of fidelity bond covering the plan	2014-12-31	$10,000
Total contributions received or receivable from participants	2014-12-31	$1,200
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$175,562
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$177,939
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$265,154
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$87,215
Assets. Value of employer securities	2014-12-31	$250,000
Total contributions received or receivable from employer(s)	2014-12-31	$1,200
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$23
2013 : H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$-28,667
Expenses. Total of all expenses incurred	2013-12-31	$60
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$87,215
Total plan assets at beginning of year	2013-12-31	$115,942
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$1,130
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-29,967
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-28,727
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$87,215
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$115,942
Assets. Value of employer securities	2013-12-31	$74,457
Total contributions received or receivable from employer(s)	2013-12-31	$170
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$60
2012 : H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$32,765
Expenses. Total of all expenses incurred	2012-12-31	$71
Total plan assets at end of year	2012-12-31	$115,942
Total plan assets at beginning of year	2012-12-31	$83,248
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$2,210
Other income received	2012-12-31	$28,505
Net income (gross income less expenses)	2012-12-31	$32,694
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$115,942
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$83,248
Assets. Value of employer securities	2012-12-31	$104,580
Total contributions received or receivable from employer(s)	2012-12-31	$2,050
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$71

Form 5500 Responses for H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN

2022: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
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: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST 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: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: H & H PARTNERSHIP, INC. PENSION TRANSFER TRUST PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260073-01

Policy instance

Insurance contract or identification number	1260073-01
Number of Individuals Covered	334
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260073-01

Policy instance

Insurance contract or identification number	1260073-01
Number of Individuals Covered	288
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260073-01

Policy instance

Insurance contract or identification number	1260073-01
Number of Individuals Covered	257
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $83
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
Commission paid to Insurance Broker	USD $83
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260073-01

Policy instance

Insurance contract or identification number	1260073-01
Number of Individuals Covered	254
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $786
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
Commission paid to Insurance Broker	USD $786
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260073-01

Policy instance

Insurance contract or identification number	1260073-01
Number of Individuals Covered	236
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $556
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
Commission paid to Insurance Broker	USD $556
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260073-01

Policy instance

Insurance contract or identification number	1260073-01
Number of Individuals Covered	229
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $369
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
Commission paid to Insurance Broker	USD $369
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY, INC.

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260073-01

Policy instance

Insurance contract or identification number	1260073-01
Number of Individuals Covered	235
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $420
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
Commission paid to Insurance Broker	USD $420
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY, INC.

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

Policy contract number

300169-000

Policy instance

Insurance contract or identification number	300169-000
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-06-26
Total amount of commissions paid to insurance broker	USD $8,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,100
Additional information about fees paid to insurance broker	INSURANCE AGENT
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY, INC.

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260073-01

Policy instance

Insurance contract or identification number	1260073-01
Number of Individuals Covered	274
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $75
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
Commission paid to Insurance Broker	USD $75
Additional information about fees paid to insurance broker	INSURANCE AGENT
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY, INC.

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Company Name:	H & H PARTNERSHIP, INC.
Employer identification number (EIN):	204185373
NAIC Classification:	621610
NAIC Description:	Home Health Care Services