OpenERISA

Heather Pena, MD

St. Helena, CA, 94574

EIN 27-4001983
Plans
2
Total participants
20
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
621111

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF002Heather Pena Defined Benefit Plan & Trust0
2024Form 5500-SF001Heather Pena 401(K) Plan & Trust0
2024Form 5500-SF001Heather Pena 401(K) Plan & Trust2
2024Form 5500-SF002Heather Pena Defined Benefit Plan & Trust2
2023Form 5500-SF001Heather Pena 401(K) Plan & Trust2
2023Form 5500-SF002Heather Pena Defined Benefit Plan & Trust2
2022Form 5500-SF001Heather Pena 401(K) Plan & Trust2
2022Form 5500-SF002Heather Pena Defined Benefit Plan & Trust2
2021Form 5500-SF001Heather Pena 401(K) Plan & Trust2
2021Form 5500-SF002Heather Pena Defined Benefit Plan & Trust2
2020Form 5500-SF001Heather Pena 401(K) Plan & Trust2
2020Form 5500-SF002Heather Pena Defined Benefit Plan & Trust2

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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