PERFECT PLAN

Serial Number 99061013
641

Registration Progress

Application Filed
Feb 28, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered

Attorney Assistance

Non-Final Action E-Mailed - 3-Month Extension Granted (XELG on 2025-10-21)
Due: Feb 12, 2026 14 days

Trademark Image

PERFECT PLAN

Basic Information

Serial Number
99061013
Filing Date
February 28, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
641
Status Date
Aug 12, 2025
Application
Pending
Classes
036 041

Rights Holder

Schiff Executive Benefits, LLC.

16
Address
51 Camellia Ct
Newtown, PA 18940

Ownership History

Schiff Executive Benefits, LLC.

Original Applicant
16
Newtown, PA

Legal Representation

Attorney
Holly Ford Lewis

USPTO Deadlines

Next Deadline
14 days remaining
Non-Final Action E-Mailed - 3-Month Extension Granted (XELG on 2025-10-21)
Due Date
February 12, 2026

Application History

14 events
Date Code Type Description Documents
Dec 16, 2025 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Dec 16, 2025 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Dec 16, 2025 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Oct 23, 2025 WOAG I WITHDRAWAL OF ATTORNEY GRANTED Loading...
Oct 23, 2025 WOAR I TEAS WITHDRAWAL OF ATTORNEY RECEIVED Loading...
Oct 21, 2025 XELG O APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED Loading...
Oct 21, 2025 XELR I APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED Loading...
Aug 12, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Aug 12, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Aug 12, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Jul 21, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Feb 28, 2025 MAFR O APPLICATION FILING RECEIPT MAILED Loading...
Feb 28, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Feb 28, 2025 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Insurance information, advisory, and consultancy services; financial information, advisory, and consultancy services; financial retirement plan consultancy services; financial planning and investment advisory services; financial planning consultation; wealth management services; financial and investment services, namely, asset and investment acquisition, consultation, advisory, and development; financial evaluation, tracking, analysis, forecasting, consultancy, advisory, and research services; financial portfolio analysis services; information, advisory, and consultancy services in the fields of employee benefits, executive benefits, employee financial benefit plans, and compensation plans and packages; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence
First Use Anywhere: Mar 1, 2024
First Use in Commerce: Mar 1, 2024
Class 041
Entertainment services, namely, providing podcasts in the fields of insurance, finance, benefits, and financial planning
First Use Anywhere: Mar 1, 2024
First Use in Commerce: Mar 1, 2024

Classification

International Classes
036 041