Data / Form D filings / Plan Forward, Inc.
Plan Forward, Inc.: Form D filings
Plan Forward, Inc., a business services company in Westfield, IN, filed 3 Form D notices with the SEC between 2019 and 2025. The latest, on January 8, 2025, reports $863,870 sold of a $1 million offering to 16 investors.
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Company details from the filing
- Address
- 16401 OAK MANOR DRIVE, Westfield, IN, 46074
- Phone
- (317) 416-8548
- Industry
- Business Services
- Entity type
- Corporation
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1793403
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jan 8, 2025 | New notice | $1,000,000 | $863,870 | $136,130 | 16 | Dec 19, 2024 | sec.gov |
| Jan 25, 2022 | New notice | $1,000,000 | $0 | $1,000,000 | 0 | Yet to occur | sec.gov |
| Nov 6, 2019 | New notice | $1,000,000 | $330,000 | $670,000 | 8 | Oct 25, 2019 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Jane Levy | Executive Officer, Director | |
| Megan Lohman | Executive Officer, Director |
Other business services companies in Indiana that filed recently
- Paragraph Volume One LP $6.7 million · Aug 21, 2026
- ChampionHQ, Inc. $4.8 million · Aug 11, 2026
Every Form D from the week of Jan 6, 2025 · All recent filings in Indiana · All recent Business Services filings
Read from SEC EDGAR. Amount sold is what Plan Forward, Inc. reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.