Original filing (PDF)20250808171849NAL0006711328001

FLINN FOUNDATION

Name: FLINN FOUNDATION — THE FLINN FOUNDATION ANNUITY PLAN, Form 5500 (2024)
Creator: FLINN FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE FLINN FOUNDATION ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLINN FOUNDATION.

Plan sponsor

Name

FLINN FOUNDATION

EIN

86-0421476

Address

1802 N CENTRAL AVE · PHOENIX, AZ · 850041506

Phone

(602) 744-6800

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-08

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

SCOTTSDALE BIBLE CHURCH

SCOTTSDALE BIBLE CHURCH 403(B) PLAN

$10.0M · 242 participants

WIDOWS & ORPHANS AID ASSOCIATION OF THE POLICE DEPT OF

WIDOWS & ORPHANS AID ASSOC OF THE POLICE DEPT. OF SAN

$10.0M · 1,505 participants

HOMEWISE, INC

HOMEWISE 403(B) PENSION PLAN

$10.0M · 100 participants

MINNESOTA BANKERS ASSOCIATION

MINNESOTA BANKERS ASSOCIATION 401(K) PLAN

$10.0M · 21 participants

PENINSULA OPEN SPACE TRUST

PENINSULA OPEN SPACE TRUST 401(K) PLAN