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Museum & Archives2021-04-15T13:54:27-04:00

Brentmark, Inc. | History Museum & Archives  HISTORY MUSEUM & ARCHIVES

Brentmark, Inc. has a long and storied history as an industry leader in financial, estate, retirement, and charitable planning calculation software.  Follow along on the adventure of the last 36+ years.

Brentmark, Inc. | Corporate Timeline 2021

Historic §7520 Rates (%)

  JAN   FEB   MAR   APR   MAY   JUN   JUL   AUG   SEP   OCT   NOV   DEC
  2021 0.60 0.60 0.80 1.00 1.20
  2020 2.00 2.20 1.80 1.20 0.80 0.60 0.60 0.40 0.40 0.40 0.40 0.60
  2019 3.40 3.20 3.20 3.00 2.80 2.80 2.60 2.20 2.20 1.80 2.00 2.00
  2018 2.60 2.80 3.00 3.20 3.20 3.40 3.40 3.40 3.40 3.40 3.60 3.60
  2017 2.40 2.60 2.40 2.60 2.40 2.40 2.20 2.40 2.40 2.20 2.40 2.60
  2016 2.20 2.20 1.80 1.80 1.80 1.80 1.80 1.40 1.40 1.60 1.60 1.80
  2015 2.20 2.00 1.80 2.00 1.80 2.00 2.20 2.20 2.20 2.00 2.00 2.00
  2014 2.20 2.40 2.20 2.20 2.40 2.20 2.20 2.20 2.20 2.20 2.20 2.00
  2013 1.00 1.20 1.40 1.40 1.20 1.20 1.40 2.00 2.00 2.40 2.00 2.00
  2012 1.40 1.40 1.40 1.40 1.60 1.20 1.20 1.00 1.00 1.20 1.00 1.20
  2011 2.40 2.80 3.00 3.00 3.00 2.80 2.40 2.20 2.00 1.40 1.40 1.60
  2010 3.00 3.40 3.20 3.20 3.40 3.20 2.80 2.60 2.40 2.00 2.00 1.80
  2009 2.40 2.00 2.40 2.60 2.40 2.80 3.40 3.40 3.40 3.20 3.20 3.20
  2008 4.40 4.20 3.60 3.40 3.20 3.80 4.20 4.20 4.20 3.80 3.60 3.40
  2007 5.60 5.60 5.80 5.60 5.60 5.60 6.00 6.20 5.80 5.20 5.20 5.00
  2006 5.40 5.20 5.40 5.60 5.80 6.00 6.00 6.20 6.00 5.80 5.60 5.80
  2005 4.60 4.60 4.60 5.00 5.20 4.80 4.60 4.80 5.00 5.00 5.00 5.40
  2004 4.20 4.20 4.00 3.80 3.80 4.60 5.00 4.80 4.60 4.40 4.20 4.20
  2003 4.20 4.00 3.80 3.60 3.80 3.60 3.00 3.20 4.20 4.40 4.00 4.20
  2002 5.40 5.60 5.40 5.60 6.00 5.80 5.60 5.20 4.60 4.20 3.60 4.00
  2001 6.80 6.20 6.20 6.00 5.80 6.00 6.20 6.00 5.80 5.60 5.00 4.80
  2000 7.40 8.00 8.20 8.00 7.80 8.00 8.00 7.60 7.60 7.40 7.20 7.00
  1999 5.60 5.60 5.80 6.40 6.20 6.40 7.00 7.20 7.20 7.20 7.40 7.40
  1998 7.20 6.80 6.80 6.80 6.80 7.00 6.80 6.80 6.60 6.20 5.40 5.40
  1997 7.40 7.60 7.80 7.80 8.20 8.20 8.00 7.60 7.60 7.60 7.40 7.20
  1996 6.80 6.80 6.60 7.00 7.60 8.00 8.20 8.20 8.00 8.00 8.00 7.60
  1995 9.60 9.60 9.40 8.80 8.60 8.20 7.60 7.20 7.60 7.60 7.40 7.20
  1994 6.40 6.40 6.40 7.00 7.80 8.40 8.20 8.40 8.40 8.60 9.00 9.40
  1993 7.60 7.60 7.00 6.60 6.60 6.40 6.60 6.40 6.40 6.00 6.00 6.20
  1992 8.20 7.60 8.00 8.40 8.60 8.40 8.20 7.80 7.20 7.00 6.80 7.40
  1991 9.80 9.60 9.40 9.60 9.60 9.60 9.60 9.80 9.60 9.00 8.60 8.60
  1990 9.60 9.80 10.20 10.60 10.60 11.00 10.60 10.40 10.20 10.60 10.60 10.20
  1989 10.00 10.00 10.00 10.00 11.60 11.20 10.60 10.00 9.60 10.20 10.00 9.80

§7520 went in effect May 1, 1989. Dates before this were required to use 10%.