Form D · Insurance
Integrated Plan Design LLC
Purchase, NY · CIK 0001576912
Offering snapshot reported Jun 7, 2013 · SEC filing
- Reported sold
- $150K Offering amount: $1M
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- May 23, 2013 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 7, 2013 | Initial | $150,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-197652
Source: Form D, filed Jun 7, 2013. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Jon Davis | Director, Executive, Promoter |
| Andrew Hyman | Director, Executive, Promoter |
| Bob Pedigo | Executive |
| Kathy Scocchera | Executive |
| Jeffrey Young | Executive |
Issuer details
Industry: Insurance (See others in industry)
Address:
2975 Westchester Avenue Suite 410
Purchase, NY, 10577
Purchase, NY, 10577