IPLAN Trademark
Trademark Overview
On Thursday, March 13, 2025, a trademark application was filed for IPLAN with the United States Patent and Trademark Office. The USPTO has given the IPLAN trademark a serial number of 99082358. The federal status of this trademark filing is REGISTERED as of Tuesday, June 9, 2026. This trademark is owned by IRA Plan Partners LLC. The IPLAN trademark is filed in the Insurance & Financial Services category with the following description:
Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes in connection with retirement plans, education savings plans, and financial accounts; Financial administration of retirement plans, education savings plans, and financial accounts for others.
General Information
| Serial Number | 99082358 |
| Word Mark | IPLAN |
| Filing Date | Thursday, March 13, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 9, 2026 |
| Registration Number | 8290659 |
| Registration Date | Tuesday, June 9, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 21, 2026 |
Trademark Statements
| Pseudo Mark | I PLAN |
| Goods and Services | Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes in connection with retirement plans, education savings plans, and financial accounts; Financial administration of retirement plans, education savings plans, and financial accounts for others. |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, March 13, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, December 31, 2013 |
| First Use In Commerce Date | Tuesday, December 31, 2013 |
Trademark Owner History
| Party Name | IRA Plan Partners LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westlake, OH 44145
US |
| Party Name | IRA Plan Partners LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westlake, OH 44145
US |
| Party Name | IRA Plan Partners LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westlake, OH 44145
US |
Trademark Events
| Event Date | Event Description |
| Thursday, March 13, 2025 | NEW APPLICATION ENTERED |
| Thursday, March 13, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, October 21, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, October 22, 2025 | ASSIGNED TO EXAMINER |
| Friday, October 24, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, October 24, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, October 24, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, November 11, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Tuesday, November 11, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Tuesday, March 24, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 24, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, March 25, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, March 26, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 15, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 21, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 21, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 9, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 9, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
