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Form 5500 · Retirement plan · PALO ALTO, CA

STANGENES INDUSTRIES, INC.

The filing calls this plan STANGENES INDUSTRIES, INC. PROFIT SHARING PLAN.

STANGENES INDUSTRIES, INC. of PALO ALTO, CA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2247016 · plan 001 · plan year 2025, filed Aug 3, 2026

Participants at the start of the year
232
Contracts on file
1
Contract value
$4,738,696
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY.

The contracts held $4,738,696 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC203December$4,738,696$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
STANGENES INDUSTRIES, INC.
EIN 94-2247016
TRANSAMERICA FINANCIAL LIFE INS. CO
Recordkeeping and information management · EIN 36-6071399
$48,487
paid directly by the plan
MERRILL LYNCH LIFE AGENCY, INC.
ADVISORY · EIN 13-2808480
$78,230
paid directly by the plan
BAKER TILLY US, LLP
Accounting and audit · EIN 30-1413443
$16,170
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$33,407,658
Paid out in benefits
$1,550,288
Participants at the start of the year
232
Participants with account balances
203

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 36-6071399
TRANSAMERICA FINANCIAL LIFE INS. CO
Independent accountantEIN 30-1413443
BAKER TILLY US, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$16,170

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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