Civic Intelligence

Heather Pena, MD

Plan context: Heather Pena Defined Benefit Plan & Trust

EIN 27-4001983 • St. Helena, CA • 20 filings • 2 plans

999 Adams Street #105St. Helena, CA 94574
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,273,557

2025 Contributions

$579

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,202,916$1,101,458$0201420192024YearValue
$1,273,557Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320201420192024YearValue
2Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202510$0$579-
Heather Pena Defined Benefit Plan & Trust-0$0$579-
202422$1,273,557$71,313$35,657iApproximate average salary by contribution assumption: employee only about $891,413 at 4% or $594,275 at 6%; with 50% employer match about $594,275 at 4% or $396,183 at 6%; with 100% employer match about $445,706 at 4% or $297,138 at 6%.
Heather Pena Defined Benefit Plan & Trust-2$1,273,557$71,313$35,657iApproximate average salary by contribution assumption: employee only about $891,413 at 4% or $594,275 at 6%; with 50% employer match about $594,275 at 4% or $396,183 at 6%; with 100% employer match about $445,706 at 4% or $297,138 at 6%.
Heather Pena 401(K) Plan & Trust-0$0$0-
202322$2,202,916$86,275$43,138iApproximate average salary by contribution assumption: employee only about $1,078,438 at 4% or $718,958 at 6%; with 50% employer match about $718,958 at 4% or $479,306 at 6%; with 100% employer match about $539,219 at 4% or $359,479 at 6%.
Heather Pena Defined Benefit Plan & Trust-2$1,138,587$0-
Heather Pena 401(K) Plan & Trust-2$1,064,329$86,275$43,138iApproximate average salary by contribution assumption: employee only about $1,078,438 at 4% or $718,958 at 6%; with 50% employer match about $718,958 at 4% or $479,306 at 6%; with 100% employer match about $539,219 at 4% or $359,479 at 6%.
202223$1,930,741$241,560$80,520iApproximate average salary by contribution assumption: employee only about $2,013,000 at 4% or $1,342,000 at 6%; with 50% employer match about $1,342,000 at 4% or $894,667 at 6%; with 100% employer match about $1,006,500 at 4% or $671,000 at 6%.
Heather Pena Defined Benefit Plan & Trust-3$1,051,102$205,951$68,650iApproximate average salary by contribution assumption: employee only about $1,716,258 at 4% or $1,144,172 at 6%; with 50% employer match about $1,144,172 at 4% or $762,781 at 6%; with 100% employer match about $858,129 at 4% or $572,086 at 6%.
Heather Pena 401(K) Plan & Trust-2$879,639$35,609$17,805iApproximate average salary by contribution assumption: employee only about $445,113 at 4% or $296,742 at 6%; with 50% employer match about $296,742 at 4% or $197,828 at 6%; with 100% employer match about $222,556 at 4% or $148,371 at 6%.
202123$1,913,657$285,767$95,256iApproximate average salary by contribution assumption: employee only about $2,381,392 at 4% or $1,587,594 at 6%; with 50% employer match about $1,587,594 at 4% or $1,058,396 at 6%; with 100% employer match about $1,190,696 at 4% or $793,797 at 6%.
Heather Pena 401(K) Plan & Trust-2$983,511$33,948$16,974iApproximate average salary by contribution assumption: employee only about $424,350 at 4% or $282,900 at 6%; with 50% employer match about $282,900 at 4% or $188,600 at 6%; with 100% employer match about $212,175 at 4% or $141,450 at 6%.
Heather Pena Defined Benefit Plan & Trust-3$930,146$251,819$83,940iApproximate average salary by contribution assumption: employee only about $2,098,492 at 4% or $1,398,994 at 6%; with 50% employer match about $1,398,994 at 4% or $932,663 at 6%; with 100% employer match about $1,049,246 at 4% or $699,497 at 6%.
202023$1,539,978$225,794$75,265iApproximate average salary by contribution assumption: employee only about $1,881,617 at 4% or $1,254,411 at 6%; with 50% employer match about $1,254,411 at 4% or $836,274 at 6%; with 100% employer match about $940,808 at 4% or $627,206 at 6%.
Heather Pena 401(K) Plan & Trust-2$881,219$31,719$15,860iApproximate average salary by contribution assumption: employee only about $396,488 at 4% or $264,325 at 6%; with 50% employer match about $264,325 at 4% or $176,217 at 6%; with 100% employer match about $198,244 at 4% or $132,163 at 6%.
Heather Pena Defined Benefit Plan & Trust-3$658,759$194,075$64,692iApproximate average salary by contribution assumption: employee only about $1,617,292 at 4% or $1,078,194 at 6%; with 50% employer match about $1,078,194 at 4% or $718,796 at 6%; with 100% employer match about $808,646 at 4% or $539,097 at 6%.
201922$1,195,735$185,137$92,569iApproximate average salary by contribution assumption: employee only about $2,314,213 at 4% or $1,542,808 at 6%; with 50% employer match about $1,542,808 at 4% or $1,028,539 at 6%; with 100% employer match about $1,157,106 at 4% or $771,404 at 6%.
Heather Pena 401(K) Plan & Trust-2$765,342$39,747$19,874iApproximate average salary by contribution assumption: employee only about $496,838 at 4% or $331,225 at 6%; with 50% employer match about $331,225 at 4% or $220,817 at 6%; with 100% employer match about $248,419 at 4% or $165,613 at 6%.
Heather Pena Defined Benefit Plan & Trust-2$430,393$145,390$72,695iApproximate average salary by contribution assumption: employee only about $1,817,375 at 4% or $1,211,583 at 6%; with 50% employer match about $1,211,583 at 4% or $807,722 at 6%; with 100% employer match about $908,688 at 4% or $605,792 at 6%.
201822$950,888$210,308$105,154iApproximate average salary by contribution assumption: employee only about $2,628,850 at 4% or $1,752,567 at 6%; with 50% employer match about $1,752,567 at 4% or $1,168,378 at 6%; with 100% employer match about $1,314,425 at 4% or $876,283 at 6%.
Heather Pena 401(K) Plan & Trust-2$685,741$42,276$21,138iApproximate average salary by contribution assumption: employee only about $528,450 at 4% or $352,300 at 6%; with 50% employer match about $352,300 at 4% or $234,867 at 6%; with 100% employer match about $264,225 at 4% or $176,150 at 6%.
Heather Pena Defined Benefit Plan & Trust-2$265,147$168,032$84,016iApproximate average salary by contribution assumption: employee only about $2,100,400 at 4% or $1,400,267 at 6%; with 50% employer match about $1,400,267 at 4% or $933,511 at 6%; with 100% employer match about $1,050,200 at 4% or $700,133 at 6%.
201722$777,454$573,180$286,590iApproximate average salary by contribution assumption: employee only about $7,164,750 at 4% or $4,776,500 at 6%; with 50% employer match about $4,776,500 at 4% or $3,184,333 at 6%; with 100% employer match about $3,582,375 at 4% or $2,388,250 at 6%.
Heather Pena 401(K) Plan & Trust-2$676,235$471,923$235,962iApproximate average salary by contribution assumption: employee only about $5,899,038 at 4% or $3,932,692 at 6%; with 50% employer match about $3,932,692 at 4% or $2,621,794 at 6%; with 100% employer match about $2,949,519 at 4% or $1,966,346 at 6%.
Heather Pena Defined Benefit Plan & Trust-2$101,219$101,257$50,629iApproximate average salary by contribution assumption: employee only about $1,265,713 at 4% or $843,808 at 6%; with 50% employer match about $843,808 at 4% or $562,539 at 6%; with 100% employer match about $632,856 at 4% or $421,904 at 6%.
201612$177,820$70,682$35,341iApproximate average salary by contribution assumption: employee only about $883,525 at 4% or $589,017 at 6%; with 50% employer match about $589,017 at 4% or $392,678 at 6%; with 100% employer match about $441,763 at 4% or $294,508 at 6%.
Heather Pena 401(K) Plan & Trust-2$177,820$70,682$35,341iApproximate average salary by contribution assumption: employee only about $883,525 at 4% or $589,017 at 6%; with 50% employer match about $589,017 at 4% or $392,678 at 6%; with 100% employer match about $441,763 at 4% or $294,508 at 6%.
201512$102,627$71,499$35,750iApproximate average salary by contribution assumption: employee only about $893,738 at 4% or $595,825 at 6%; with 50% employer match about $595,825 at 4% or $397,217 at 6%; with 100% employer match about $446,869 at 4% or $297,913 at 6%.
Heather Pena 401(K) Plan & Trust-2$102,627$71,499$35,750iApproximate average salary by contribution assumption: employee only about $893,738 at 4% or $595,825 at 6%; with 50% employer match about $595,825 at 4% or $397,217 at 6%; with 100% employer match about $446,869 at 4% or $297,913 at 6%.
201412$33,615$33,615$16,808iApproximate average salary by contribution assumption: employee only about $420,188 at 4% or $280,125 at 6%; with 50% employer match about $280,125 at 4% or $186,750 at 6%; with 100% employer match about $210,094 at 4% or $140,063 at 6%.
Heather Pena 401(K) Plan & Trust-2$33,615$33,615$16,808iApproximate average salary by contribution assumption: employee only about $420,188 at 4% or $280,125 at 6%; with 50% employer match about $280,125 at 4% or $186,750 at 6%; with 100% employer match about $210,094 at 4% or $140,063 at 6%.