THE 5% SOLUTION Trademark

Trademark Overview


On Friday, May 21, 2021, a trademark application was filed for THE 5% SOLUTION with the United States Patent and Trademark Office. The USPTO has given the THE 5% SOLUTION trademark a serial number of 90727675. The federal status of this trademark filing is REGISTERED as of Tuesday, September 13, 2022. This trademark is owned by Family Defined Benefits, LLC. The THE 5% SOLUTION trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Business training consultancy services; Business training in the field of business development and business operation in the field of estate planning; Education services, namely, providing non-downloadable webinars in the field of tax preparation; Educational services, namely, conducting classes, seminars, and workshops in the field of estate planning; Educational services, namely, conducting classes, seminars, and workshops in the field of operating an estate planning business

Annuity services, namely, account and investment administration; Estate planning; Insurance administration; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance consulting in the field of life and long term care insurance; Insurance information; Insurance services, namely, insurance eligibility review and verification and consultation in the life and long term care industry; Investment management of and distribution of annuities; Issuance and administration of annuities; Life insurance brokerage; Providing information in insurance matters
the 5% solution

General Information


Serial Number90727675
Word MarkTHE 5% SOLUTION
Filing DateFriday, May 21, 2021
Status700 - REGISTERED
Status DateTuesday, September 13, 2022
Registration Number6848231
Registration DateTuesday, September 13, 2022
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 14, 2021

Trademark Statements


Goods and ServicesBusiness training consultancy services; Business training in the field of business development and business operation in the field of estate planning; Education services, namely, providing non-downloadable webinars in the field of tax preparation; Educational services, namely, conducting classes, seminars, and workshops in the field of estate planning; Educational services, namely, conducting classes, seminars, and workshops in the field of operating an estate planning business
Pseudo MarkTHE FIVE PERCENT SOLUTION
Goods and ServicesAnnuity services, namely, account and investment administration; Estate planning; Insurance administration; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance consulting in the field of life and long term care insurance; Insurance information; Insurance services, namely, insurance eligibility review and verification and consultation in the life and long term care industry; Investment management of and distribution of annuities; Issuance and administration of annuities; Life insurance brokerage; Providing information in insurance matters

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, August 18, 2021
Primary Code036
First Use Anywhere DateTuesday, September 21, 2021
First Use In Commerce DateTuesday, September 21, 2021

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, August 18, 2021
Primary Code041
First Use Anywhere DateTuesday, October 19, 2021
First Use In Commerce DateTuesday, October 19, 2021

Trademark Owner History


Party NameFamily Defined Benefits, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressRockford, IL 61114

Party NameFamily Defined Benefits, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressRockford, IL 61114

Party NameFamily Defined Benefits, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressRockford, IL 61114

Trademark Events


Event DateEvent Description
Tuesday, September 13, 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, September 13, 2022REGISTERED-PRINCIPAL REGISTER
Saturday, August 6, 2022NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, August 5, 2022ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, July 18, 2022STATEMENT OF USE PROCESSING COMPLETE
Thursday, June 23, 2022USE AMENDMENT FILED
Monday, July 18, 2022CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, June 23, 2022TEAS STATEMENT OF USE RECEIVED
Tuesday, February 8, 2022NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, December 14, 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 14, 2021PUBLISHED FOR OPPOSITION
Wednesday, November 24, 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 9, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, October 15, 2021EXAMINER'S AMENDMENT ENTERED
Friday, October 15, 2021NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, October 15, 2021EXAMINERS AMENDMENT E-MAILED
Friday, October 15, 2021EXAMINERS AMENDMENT -WRITTEN
Tuesday, September 21, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, September 21, 2021NON-FINAL ACTION E-MAILED
Tuesday, September 21, 2021NON-FINAL ACTION WRITTEN
Thursday, September 16, 2021ASSIGNED TO EXAMINER
Wednesday, August 18, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, May 25, 2021NEW APPLICATION ENTERED IN TRAM