Form D · Business Services
Plan Forward, Inc.
Westfield, IN · CIK 0001793403
Offering snapshot reported Jan 8, 2025 · SEC filing
- Reported sold
- $864K Offering amount: $1M
- Investors reported
- 16 Form D · investor count
- Minimum accepted
- $3K Reported outside-investor minimum
- First sale
- Dec 19, 2024 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 |
|---|---|---|---|---|---|
| Jan 8, 2025 | Initial | $863,870 | No comparison | 16 | SEC filing |
| Jan 25, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Nov 6, 2019 | Initial | $330,000 | No comparison | 8 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-534523
Source: Form D, filed Jan 8, 2025. 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 |
|---|---|
| Jane Levy | Director, Executive |
| Megan Lohman | Director, Executive |
Issuer details
Industry: Business Services (See others in industry)
Address:
16401 Oak Manor Drive
Westfield, IN, 46074
Westfield, IN, 46074