# Plan Forward, Inc. — Form D

Plan Forward, Inc. of WESTFIELD, IN, a company, filed a Form D exempt-offering notice with the SEC on 2025-01-08. The offering totals $1.0M, of which $864K was reported sold. Industry: Business Services.

## Offering

- Filed: 2025-01-08
- Form: D
- Accession: 0001793403-25-000002
- Industry: Business Services
- Exemptions: 06b
- Total offering: $1.0M
- Amount sold: $864K
- Remaining: $136K
- Minimum investment: $3K
- Investors: 16
- Date of first sale: 2024-12-19
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-534523

## Issuer

- Name: Plan Forward, Inc.
- CIK: 0001793403
- Entity type: Corporation
- Jurisdiction: DELAWARE
- Incorporated: 2018
- Address: 16401 OAK MANOR DRIVE, WESTFIELD, IN, 46074
- Phone: 317-416-8548

## Officers, directors & promoters (4)

| Name | Role | Location |
| --- | --- | --- |
| Jane Levy | Director | Westfield, IN |
| Megan Lohman | Director | Westfield, IN |
| Jane Levy | Executive Officer | Westfield, IN |
| Megan Lohman | Executive Officer | Westfield, IN |

## Other filings by this issuer (2)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2022-01-25](https://search.stillhousedata.com/formd/0001793403-22-000001) | D | $1.0M | — |
| [2019-11-06](https://search.stillhousedata.com/formd/0001793403-19-000001) | D | $1.0M | $330K |

## More

- [CIK 1793403 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1793403&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001793403-25-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.