0001793403-25-000002.txt : 20250108 0001793403-25-000002.hdr.sgml : 20250108 20250107200239 ACCESSION NUMBER: 0001793403-25-000002 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20250108 DATE AS OF CHANGE: 20250107 EFFECTIVENESS DATE: 20250108 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Plan Forward, Inc. CENTRAL INDEX KEY: 0001793403 ORGANIZATION NAME: IRS NUMBER: 825016314 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-534523 FILM NUMBER: 25516264 BUSINESS ADDRESS: STREET 1: 16401 OAK MANOR DRIVE CITY: WESTFIELD STATE: IN ZIP: 46074 BUSINESS PHONE: 317-416-8548 MAIL ADDRESS: STREET 1: 16401 OAK MANOR DRIVE CITY: WESTFIELD STATE: IN ZIP: 46074 FORMER COMPANY: FORMER CONFORMED NAME: Plan Forward, LLC DATE OF NAME CHANGE: 20191106 D 1 primary_doc.xml X0708 D LIVE 0001793403 Plan Forward, Inc. 16401 OAK MANOR DRIVE WESTFIELD IN INDIANA 46074 317-416-8548 DELAWARE Plan Forward, LLC Corporation true Megan Lohman 16401 Oak Manor Drive Westfield IN INDIANA 46074 Executive Officer Director Jane Levy 16401 Oak Manor Dr Westfield IN INDIANA 46074 Executive Officer Director Business Services Decline to Disclose 06b false 2024-12-19 false true false 2997 1000000 863870 136130 false 16 0 0 0 false Plan Forward, Inc. Megan Lohman Megan Lohman President 2025-01-07