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 APPROVED FOR PUBLICATION as of Thursday, March 26, 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.
iplan

General Information


Serial Number99082358
Word MarkIPLAN
Filing DateThursday, March 13, 2025
Status680 - APPROVED FOR PUBLICATION
Status DateThursday, March 26, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Pseudo MarkI PLAN
Goods and ServicesFinancial 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 Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, March 13, 2025
Primary Code036
First Use Anywhere DateTuesday, December 31, 2013
First Use In Commerce DateTuesday, December 31, 2013

Trademark Owner History


Party NameIRA Plan Partners LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressWestlake, OH 44145
US

Trademark Events


Event DateEvent Description
Thursday, March 13, 2025NEW APPLICATION ENTERED
Thursday, March 13, 2025APPLICATION FILING RECEIPT MAILED
Tuesday, October 21, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, October 22, 2025ASSIGNED TO EXAMINER
Friday, October 24, 2025NON-FINAL ACTION WRITTEN
Friday, October 24, 2025NON-FINAL ACTION E-MAILED
Friday, October 24, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, November 11, 2025APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Tuesday, November 11, 2025APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Tuesday, March 24, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, March 24, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, March 25, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, March 26, 2026APPROVED FOR PUB - PRINCIPAL REGISTER