What amount sold does Plan Forward, Inc. report in Form D filings?

The latest linked filings report $1.2M sold across 3 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was Plan Forward, Inc.'s most recent SEC filing?

Plan Forward, Inc.'s most recent Form D filing was on 2025-01-08.

How many investors does Plan Forward, Inc. have?

The most recent Form D filing lists 16 investor(s).

What type of securities does Plan Forward, Inc. offer?

Plan Forward, Inc.'s SEC Form D filings indicate equity offerings.

Plan Forward, Inc.

CIK: 0001793403·Business Services·WESTFIELD, IN·Corporation

Reported Sold

$1,193,870

Total Filings

Identified Offerings

Last Filed

Jan 8, 2025

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Business Services industry

SEC EDGAR

Offering filing timeline

Jan 8, 2025Form D — New notice

Reported sold: $863,870 · Target: $1,000,000

Rule 506(b)·16 investors

Jan 25, 2022Form D — New notice

Reported sold: $0 · Target: $1,000,000

Rule 506(b)·0 investors

Nov 6, 2019Form D — New notice

Reported sold: $330,000 · Target: $1,000,000

Rule 506(b)·8 investors

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

Decline to Disclose

Reported commissions across identified offerings

Amendment Rate

Latest reported sold across 3 identified offerings

$1,193,870

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

Megan Lohman

Related Person

Appears on 3 filings

Jane Levy

Related Person

Appears on 2 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Jan 8, 2025	New	$1,000,000	$863,870	16
Jan 25, 2022	New	$1,000,000	$0	0
Nov 6, 2019	New	$1,000,000	$330,000	8

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

Honor & Fire LLC

Business Services

Offering target: $1,000,000

Filed Nov 3, 2026