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HEATHER PENA, MD — HEATHER PENA DEFINED BENEFIT PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250701232700NAL0031639586001
HEATHER PENA, MD
Form 5500-SF
FILING_RECEIVED
HEATHER PENA DEFINED BENEFIT PLAN & TRUST
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HEATHER PENA, MD
.
Find decision makers
Plan sponsor
Name
HEATHER PENA, MD
EIN
27-4001983
Address
999 ADAMS STREET #105 · ST. HELENA, CA · 94574
Phone
(707) 967-9000
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-02
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
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
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Helping the score
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