Civic Intelligence

PALOMA LEGACY LLC

Plan context: PALOMA LEGACY, LLC 401K RETIREMENT SAVINGS PLAN

EIN 32-0519084 • Lake Geneva, WI • 9 filings • 1 plans

1221 Geneva National Avenue S.Lake Geneva, WI 53147
Current Snapshot

Latest Year

2025

2025 Participants

38

2025 Assets

$1,495,256

2025 Contributions

$187,369

Historical Graphs

Total Assets Over Time

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

$1,824,121$912,061$0201720212025YearValue
$1,495,256Latest year 2025

Participants Over Time

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

167840201720212025YearValue
38Latest year 2025

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
2025138$1,495,256$187,369$4,931iApproximate average salary by contribution assumption: employee only about $123,269 at 4% or $82,179 at 6%; with 50% employer match about $82,179 at 4% or $54,786 at 6%; with 100% employer match about $61,635 at 4% or $41,090 at 6%.
PALOMA LEGACY, LLC 401K RETIREMENT SAVINGS PLAN-38$1,495,256$187,369$4,931iApproximate average salary by contribution assumption: employee only about $123,269 at 4% or $82,179 at 6%; with 50% employer match about $82,179 at 4% or $54,786 at 6%; with 100% employer match about $61,635 at 4% or $41,090 at 6%.
2024134$1,369,703$182,656$5,372iApproximate average salary by contribution assumption: employee only about $134,306 at 4% or $89,537 at 6%; with 50% employer match about $89,537 at 4% or $59,692 at 6%; with 100% employer match about $67,153 at 4% or $44,769 at 6%.
PALOMA LEGACY, LLC 401K RETIREMENT SAVINGS PLAN-34$1,369,703$182,656$5,372iApproximate average salary by contribution assumption: employee only about $134,306 at 4% or $89,537 at 6%; with 50% employer match about $89,537 at 4% or $59,692 at 6%; with 100% employer match about $67,153 at 4% or $44,769 at 6%.
2023133$1,164,880$144,066$4,366iApproximate average salary by contribution assumption: employee only about $109,141 at 4% or $72,761 at 6%; with 50% employer match about $72,761 at 4% or $48,507 at 6%; with 100% employer match about $54,570 at 4% or $36,380 at 6%.
PALOMA LEGACY, LLC 401K RETIREMENT SAVINGS PLAN-33$1,164,880$144,066$4,366iApproximate average salary by contribution assumption: employee only about $109,141 at 4% or $72,761 at 6%; with 50% employer match about $72,761 at 4% or $48,507 at 6%; with 100% employer match about $54,570 at 4% or $36,380 at 6%.
20221134$1,193,385$251,815$1,879iApproximate average salary by contribution assumption: employee only about $46,980 at 4% or $31,320 at 6%; with 50% employer match about $31,320 at 4% or $20,880 at 6%; with 100% employer match about $23,490 at 4% or $15,660 at 6%.
PALOMA LEGACY, LLC 401K RETIREMENT SAVINGS PLAN-134$1,193,385$251,815$1,879iApproximate average salary by contribution assumption: employee only about $46,980 at 4% or $31,320 at 6%; with 50% employer match about $31,320 at 4% or $20,880 at 6%; with 100% employer match about $23,490 at 4% or $15,660 at 6%.
20211115$1,824,121$205,954$1,791iApproximate average salary by contribution assumption: employee only about $44,773 at 4% or $29,848 at 6%; with 50% employer match about $29,848 at 4% or $19,899 at 6%; with 100% employer match about $22,386 at 4% or $14,924 at 6%.
PALOMA LEGACY, LLC 401K RETIREMENT SAVINGS PLAN-115$1,824,121$205,954$1,791iApproximate average salary by contribution assumption: employee only about $44,773 at 4% or $29,848 at 6%; with 50% employer match about $29,848 at 4% or $19,899 at 6%; with 100% employer match about $22,386 at 4% or $14,924 at 6%.
20201119$1,529,677$160,629$1,350iApproximate average salary by contribution assumption: employee only about $33,746 at 4% or $22,497 at 6%; with 50% employer match about $22,497 at 4% or $14,998 at 6%; with 100% employer match about $16,873 at 4% or $11,249 at 6%.
PALOMA LEGACY, LLC 401K RETIREMENT SAVINGS PLAN-119$1,529,677$160,629$1,350iApproximate average salary by contribution assumption: employee only about $33,746 at 4% or $22,497 at 6%; with 50% employer match about $22,497 at 4% or $14,998 at 6%; with 100% employer match about $16,873 at 4% or $11,249 at 6%.
20191132$1,345,699$183,622$1,391iApproximate average salary by contribution assumption: employee only about $34,777 at 4% or $23,185 at 6%; with 50% employer match about $23,185 at 4% or $15,456 at 6%; with 100% employer match about $17,388 at 4% or $11,592 at 6%.
PALOMA LEGACY, LLC 401K RETIREMENT SAVINGS PLAN-132$1,345,699$183,622$1,391iApproximate average salary by contribution assumption: employee only about $34,777 at 4% or $23,185 at 6%; with 50% employer match about $23,185 at 4% or $15,456 at 6%; with 100% employer match about $17,388 at 4% or $11,592 at 6%.
20181167$1,444,118$191,077$1,144iApproximate average salary by contribution assumption: employee only about $28,604 at 4% or $19,070 at 6%; with 50% employer match about $19,070 at 4% or $12,713 at 6%; with 100% employer match about $14,302 at 4% or $9,535 at 6%.
PALOMA LEGACY, LLC 401K RETIREMENT SAVINGS PLAN-167$1,444,118$191,077$1,144iApproximate average salary by contribution assumption: employee only about $28,604 at 4% or $19,070 at 6%; with 50% employer match about $19,070 at 4% or $12,713 at 6%; with 100% employer match about $14,302 at 4% or $9,535 at 6%.
2017135$1,535,251$87,741$2,507iApproximate average salary by contribution assumption: employee only about $62,672 at 4% or $41,781 at 6%; with 50% employer match about $41,781 at 4% or $27,854 at 6%; with 100% employer match about $31,336 at 4% or $20,891 at 6%.
PALOMA LEGACY, LLC 401K RETIREMENT SAVINGS PLAN-35$1,535,251$87,741$2,507iApproximate average salary by contribution assumption: employee only about $62,672 at 4% or $41,781 at 6%; with 50% employer match about $41,781 at 4% or $27,854 at 6%; with 100% employer match about $31,336 at 4% or $20,891 at 6%.