THE CARLYLE GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE CARLYLE GROUP - FLEXIBLE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022: THE CARLYLE GROUP - FLEXIBLE BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
| Total of all active and inactive participants | 2022-01-01 | 3 |
| Total participants | 2022-01-01 | 3 |
| 2021: THE CARLYLE GROUP - FLEXIBLE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 3 |
| Total participants | 2021-01-01 | 3 |
| 2020: THE CARLYLE GROUP - FLEXIBLE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| Total participants | 2020-01-01 | 3 |
| 2019: THE CARLYLE GROUP - FLEXIBLE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
| Total of all active and inactive participants | 2019-01-01 | 4 |
| Total participants | 2019-01-01 | 4 |
| 2018: THE CARLYLE GROUP - FLEXIBLE BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
| Total of all active and inactive participants | 2018-01-01 | 4 |
| Total participants | 2018-01-01 | 4 |
| 2017: THE CARLYLE GROUP - FLEXIBLE BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 4 |
| Total participants | 2017-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2022 : THE CARLYLE GROUP - FLEXIBLE BENEFIT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $7,366 |
| Total income from all sources | 2022-12-31 | $9,105 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $7,366 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $7,366 |
| Total plan assets at end of year | 2022-12-31 | $9,105 |
| Value of fidelity bond covering the plan | 2022-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $8,550 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $555 |
| Net income (gross income less expenses) | 2022-12-31 | $1,739 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,739 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| 2021 : THE CARLYLE GROUP - FLEXIBLE BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $5,631 |
| Total income from all sources | 2021-12-31 | $8,250 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $5,631 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $5,631 |
| Total plan assets at end of year | 2021-12-31 | $8,250 |
| Value of fidelity bond covering the plan | 2021-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $8,250 |
| Net income (gross income less expenses) | 2021-12-31 | $2,619 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,619 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| 2020 : THE CARLYLE GROUP - FLEXIBLE BENEFIT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $6,141 |
| Total income from all sources | 2020-12-31 | $8,249 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $6,141 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $6,141 |
| Total plan assets at end of year | 2020-12-31 | $8,249 |
| Value of fidelity bond covering the plan | 2020-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $8,249 |
| Net income (gross income less expenses) | 2020-12-31 | $2,108 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,108 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| 2019 : THE CARLYLE GROUP - FLEXIBLE BENEFIT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $6,843 |
| Total income from all sources | 2019-12-31 | $9,103 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $6,843 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $6,843 |
| Total plan assets at end of year | 2019-12-31 | $9,103 |
| Value of fidelity bond covering the plan | 2019-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $9,103 |
| Net income (gross income less expenses) | 2019-12-31 | $2,260 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,260 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| 2018 : THE CARLYLE GROUP - FLEXIBLE BENEFIT PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $7,362 |
| Total income from all sources | 2018-12-31 | $11,599 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $7,362 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $7,362 |
| Total plan assets at end of year | 2018-12-31 | $11,599 |
| Value of fidelity bond covering the plan | 2018-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $11,599 |
| Net income (gross income less expenses) | 2018-12-31 | $4,237 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,237 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| 2017 : THE CARLYLE GROUP - FLEXIBLE BENEFIT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $5,917 |
| Total income from all sources | 2017-12-31 | $9,000 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $5,917 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $5,917 |
| Total plan assets at end of year | 2017-12-31 | $9,000 |
| Value of fidelity bond covering the plan | 2017-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $9,000 |
| Net income (gross income less expenses) | 2017-12-31 | $3,083 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,083 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| 2022: THE CARLYLE GROUP - FLEXIBLE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE CARLYLE GROUP - FLEXIBLE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE CARLYLE GROUP - FLEXIBLE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE CARLYLE GROUP - FLEXIBLE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE CARLYLE GROUP - FLEXIBLE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE CARLYLE GROUP - FLEXIBLE BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | First time form 5500 has been submitted | Yes |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
