Mark Identification

THE ESOP TRANSACTION MODEL

Serial Number

98384237

Filing Date

Jan 31, 2024

Trademark by

EMPLOYEE BENEFITS LAW GROUP PC

Classification Information

Downloadable computer software and firmware for accounting, auditing, bookkeeping, budgeting, business management,charting, managing and tracking expenses, creating fi nancial models and performing fi nancial calculations,creating fi nancial and economic and business forecasts, managing and tracking income, documenting andmanaging and tracking inventory, invoicing, creating and tracking and comparing and analyzing metrics,operations management, preparing and issuing and managing payroll and creating associated payrolldocuments, project management, documenting and managing and tracking purchases, calculating andpreparing and managing and paying taxes and creating associated tax documents, timekeeping, transactionprocessing, capturing and calculating and documenting and tracking travel expenses, and preparing reportsfor all functions cited; Downloadable computer software for producing financial models

Electrical and Scientific Apparatus

Employee stock plan administration services; Financial planning and investment advisory services; Providing financial information services to business owners related to employee stock option plans to participants and potential participants in such plans

Insurance and Financial

Legal advisory services in the field of employee stock plans; Legal consulting services in the field of Financial planning and investment advisory services

Personal